Bermuda Islander - Step 10B
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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