Monday, March 18, 2013

Choosing a Fund to Invest in


Class Notes:
  • time and preparation is key when it comes to investing
    • as Warren Buffet says "Noah did not start building the ark when it was raining"
    • noah principle: start early
  • compound effect: how your investment increases with each year and is able to produce even more returns
    • snowball effect: your money slowly builds up and is able to collect even more snow
  • best way to invest your money is to take an allotted amount out of your earnings as soon as you receive it rather than after you've spent money
    • this allowing to stick to your budget and will end my making you invest more
  • DO NOT invest if you have credit card debt
    • most credit card companies charge around 18-20 percent while the average stock will only provide you with a 10% return.  Thus you are simply losing 8%
  • margin  accounts: when you borrow money to invest

Home Discussion/ Project Research:
    After further discussing I have decided not to take my one thousand dollars out of gift account and I will only invest the four hundred and thirty five dollars I made over summer.  And since I do not have the thousand dollars minimum required for the Roth IRA vanguard stock index I will have to research another source of investment where the minimum is lower; possibly a passively managed stock index.  I might, however invest in the Vanguard Windsor II, and even though this is actively managed the expense ratio is very low.  

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