Bermuda Islander - Step 10C
A look at a home-grown company
Your personal investment review
This phase of your financial review may be bit more tedious for some, but it is also the most important, so we will cover it in steps Ten - Thirteen.
We will review
A.Why invest at all in capital markets?
B.Investment basics - just a few (a much more complete review will be featured in Book Two, the First Bermuda Every-Day Investment Primer coming soon;
C.A quick look at a hypothetical small Bermuda business start-up relating to stock ownership (a more complete picture leading to Book Two is featured in the Appendix A);
D.Assess, in general, your personal investment holdings and asset allocations, if you own any;
E.Show the characteristics of a balanced portfolio if you want to own investments outside of your pension.
Click here to download the pdf
Need to
Know
2. Please respect the use of this community forum and its users.
3. Any poster that insults, threatens or verbally abuses another member, uses defamatory language, or deliberately disrupts discussions will be banned.
4. Users who violate the Terms of Service or any commenting rules will be banned.
5. Please stay on topic. "Trolling" to incite emotional responses and disrupt conversations will be deleted.
6. To understand further what is and isn't allowed and the actions we may take, please read our Terms of Service