Join Jane Barratt for an in-depth discussion in this video Identifying value, part of Personal Investing Basics.
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- Gauging the value of an investment is the single most…important goal of investing.…If you find an undervalued investment and buy it and…hold it while the rest of the world jumps aboard,…it can be a fantastic experience.…Your goal is to buy the undervalued companies…and avoid the overvalued ones.…So, how to you gauge value?…That's literally the million dollar question.…So, the goal of your search of value is to find undervalued…companies, the bargains.…The companies with prices that are too low or have…an under-appreciated new product.…
Or companies that are misunderstood,…or just not well known.…Essentially, you want to find a company that has a…potential to grow but is inexpensive to buy.…To do this, start with what you know.…Begin at home or at work with companies…that you spend money with.…If you love them, your friends talk about them and…they have a new product that blows you away,…and you can't live without them, start digging into them.…See if they're publicly listed companies.…And if they are, start looking into their numbers,…
Jane is the founder of GoldBean, an online investing platform that helps first-time and experienced investors alike take their investments into their own hands. In this course, she shares her investment strategies with you. She breaks down the market into its five basic building blocks—cash and equivalents, stocks, bonds, funds, and insurance products—and the different vehicles where you can invest these building blocks. She also covers topics such as the importance of a balanced portfolio, understanding and managing your risk, identifying value in the market, and building your "money muscles" over time. Plus, learn how to calculate the rate of return of a portfolio vs. general market performance. Last, Jane outlines the options for DIY investing, when it makes sense to work with an advisor, and how to avoid costly investment fees.
- Why should you invest?
- Understanding compound interest
- Comparing stocks, bonds, and funds
- Managing risk
- Building a portfolio
- Finding where to invest money
- Working with a financial advisor