INTRO – STEP 10B

Your Personal Investment Review Bonds & Commodities

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.

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