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Trading Stocks

How do I buy shares? There are two main ways that you can buy shares in a publicly traded company; a) directly from the company via either an initial public …

Welcome to the course

Let’s get started Thank you for joining this course created by Auckland University of Technology. In this course you will be immersed in the exciting world of investing, and will …

Asset Allocation

What is Asset Allocation? “On average, 90% of the variability of returns and 100% of the absolute level of returns is explained by asset allocation” Roger G. Ibbotson Asset allocation …

Risk and Return

Welcome to Risk and Return We often use the phrase higher risk equals higher expected return. What this means is that if we take on an investment that is riskier, …

Introduction to Stocks

What are Stocks Stocks are a very important asset class for most individual investors as they are relatively cheap, don’t require large initial investments, and are freely accessible. Stocks are …

Compound Interest

When we put money into a savings account, the bank agrees to pay us interest at a particular point in time and at a specific rate. For instance, we might …

Introduction to Bonds

What are Bonds Bonds are IOU’s that promise repayment of a fixed amount plus interest payments along the way. Bonds, for a variety of reasons, are less risky than stocks. …

Factors in Selecting Stocks to Invest In

Picking Winners When picking good companies to invest in, consider factors such as financial performance of the company, it is profitable, how much debt does the company have? Industry outlook …

Exchange Traded Funds

Introduction to Exchange Traded Funds (ETFS) Exchange Traded Funds (ETFs) were designed as a more accessible alternative to an index tracking mutual fund. Prior to the first ETF being developed …

Selecting an Appropriate Mutual Fund

Picking a fund As we noted earlier when discussing the types of funds available, there are funds investing in a wide range of different asset classes. The great thing about …

Introduction to Mutual Funds

What are Mutual Funds? Mutual funds, also known as managed funds, are a professional managed pooled investment option. Mutual funds are run by mutual fund companies, also called fund families, …

Introduction to Cryptocurrencies

Introduction to Cryptos The development of new financial technologies, known as Fintech has created among many things’ new investment opportunities for individual investors. The best known of these opportunities are …

Non-Fungible Tokens (NFT’s)

What are Non-Fungible Tokens (NFT’s) Digital token created using blockchain. The technology is behind crypto’s. Grants ‘ownership’ of something such as: Art, Music, In-game items, and even videos Worth noting …

What are Green Bonds?

Green Bonds A recent innovation has been the rise of Green Bonds. Green bonds are set up by multinationals and organisations. The purpose is to advance environmental and climate focused …

Trading Bonds

Just like stocks we have two options for buying bonds. We can purchase a bond directly from the issuing company when they issue new bonds. Many new bond issues are …