Investments: An Introduction

Ratings :
( 28 )
154 pages
Language:
 English
This introductory book covers the lifestyle choices faced by the individual over his/her life, and the nuts and bolts and principles of investments.
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About the author

Alexander Pierre Faure graduated from Elsenburg Agricultural College after school and went on to Stellenbosch University where he graduated with BA (Commerce), Hons BA (Economics), MA (Economics), and PhD (Economics).

He also successfully completed the Stockbroker Examination Requirements at...

Description
Content
Reviews

This introductory book covers the lifestyle choices faced by the individual over his/her life (the prudent conduct of which leads to early achievement of the elusive financial security goal - FSG), and the nuts and bolts and principles of investments. The individual has four distinct phases in his/her life. Each phase has its unique lifestyle choice-variables and therefore unique codes or rules that need to be recognised and adhered to in order to achieve the FSG as early as possible, and to preserve assets until exodus. Investing also has distinct codes, rules and principles. It is essential to have a good understanding of the financial system, which delivers the main asset classes: the financial asset classes (1) money market investments, (2) bonds and (3) shares. The other assets are real assets and the categories are (1) property, (2) commodities and (3) other real assets (art, antiques, rare stamps and the like).

  1. Four phases of the life-cycle
    1. Learning outcomes
    2. Introduction
    3. Phase 1: newborn to adulthood (0–20)
    4. Phase 2: adulthood to maturity (20–40)
    5. Phase 3: maturity to seniority (40–60)
    6. Phase 4: seniority to exodus (60–80+)
    7. Other rules which apply throughout or during part of your life-cycle
    8. Life-cycle of happiness
    9. The life-cycle and investing
    10. Bibliography
  2. The financial system
    1. Learning outcomes
    2. Introduction
    3. Six elements of the financial system
    4. Element 1: lenders and borrowers
    5. Element 2: financial intermediaries
    6. Element 3: financial instruments
    7. Element 4: financial markets
    8. Element 5: money creation
    9. Element 6: price discovery
    10. Allied participants in the financial system
    11. Bibliography
  3. Investment instruments
    1. Learning outcomes
    2. Introduction
    3. Time value of money
    4. Money market instruments
    5. Bond market instruments
    6. Share market instruments
    7. Derivative market instruments: futures and options
    8. Real investments
    9. Investment vehicles
    10. Foreign investments
    11. Asset classes
    12. Bibliography
  4. Investment principles
    1. Learning outcomes
    2. Introduction
    3. Definition and objective of investment
    4. Risk-free rate
    5. Investment environment
    6. Risk and return
    7. Investment theories and maxims
    8. Lessons from the theories and maxims
    9. Portfolio management
    10. Asset allocation over the life-cycle
    11. Bibliography

Endnotes

A book that presents a great overview of the concept of investment.
November 23, 2016 at 11:54 AM
Excellent introductory book for the novice investor that needs to establish a road map to accomplish their investment goals. Highly recommended for those individuals who want to take the path towards wealth creation.
March 11, 2014 at 5:03 PM
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