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THE BEECHMONT CREST ONLINE GUIDE TO STOCKS AND INVESTING

Basic Concepts

• What is an investment?
• Assessing investment objectives and strategies
• Investment constraints
• Reducing tax liabilities
• Asset Class
• Overview of Fixed-Income Investments
• Overview of Capital Market Instruments
• Life Cycle Phases of the Investor
• Buy and Hold Strategy
• Capital Gain Strategy
• Diversification
• Dollar cost averaging
• Bull Market / bear market
• Securities market (basic explanation)
• What is a stock quote?
• Researching the securities of individual companies
• Beta

 

The Major Securities Markets

• New York Stock Exchange (NYSE)
• American Stock Exchange (AMEX)
• Tokyo Stock Exchange (TSE)
• London Stock Exchange LSE)
• Over-the-counter market (OTC)

• NASDAQ

• Electronic Communication Networks (ECNs)

Mutual Funds

• Mutual fund basics
• Open vs. closed-ended mutual funds
• Mutual fund fees
• Yield and total return

Bonds

• Bond fundamentals
• Why bond prices change
• Bond terminology

Analyzing Investments

• Holding Period Return (HPR) / Holding Period Yield (HPY)
• Calculating the expected rate of return of an investment

Commodities

• Introduction to gold