Investing 101

What new investors need to know

Group 3
Agenda
What we'll learn today
01
Certificate of Deposit
02
Stocks
03
Bonds
04
Commodity
05
Repurchase Agreement
BDO
Certificate of Deposit
Procedures in investing

Go to Click the Download Prepare the Go to a

www.bdo.c time- Forms. Fill minimum nearby
om.ph/pers deposit in the form. initial BDO
onal , then that you deposit and Branch
look for prefer- be it 2 valid IDs
Accounts, of peso or
and then dollar.
select
Time-
Deposit
Account.
Risks Certificates of deposit
are widely regarded as a
low-risk investments

Most CDs keep the same

interest rate for entire
term,

Premature withdrawals

Bank failure
Strategies
What our happy and money-savvy customers say about us
CD Barbell
involves splitting an investment into
short- and long-term CDs — the two
ends of the CD spectrum — but no
midrange terms. When the short-
term CDs mature, you either reinvest
in short- or long-term CDs,
depending on whether rates across
the industry have risen.
CD Bullet
focuses on CDs that mature around the
same date. If you open CDs over time,
new terms will be shorter than the initial
CD. Unlike with ladders or barbells, you
don’t reinvest. If you only open one CD,
it can technically be considered a CD
bullet.
Investing
Explained
A brief guide to the basics of investing
50

40
Invest Your
30
Idle Cash
Rising inflation can affect
your hard-earned savings.
20

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Item 1 Item 2 Item 3 Item 4 Item 5
 30% then goes to wants.
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50-30-20 Rule co-presenters.

Half of what you earn should

Most importantly, allocate 20% to savings
go to needs
and investments.
With real-time collaboration, share tasks and work
simultaneously to create a powerful presentation.
Know Your
Risk Profile
Are you a conservative, moderate,
or aggressive investor?

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Diversify Your Investments

Item 5 Item 1 Depending on your risk profile, put your money

20% 20%
in different funds.
Apply page animations and transitions to your Canva presentation
to emphasize ideas and make them even more memorable.

Item 4 Item 2
Consult a financial expert on what could be
20% 20%
in your investment portfolio.
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Item 3
20%
Keep On
Investing
Always think long-term.

Look at the trajectory rather than the daily ups

and downs.
With real-time collaboration, share tasks and work
simultaneously to create a powerful presentation.

Investing regularly pays off in the long term.

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and feel like you’re in the same room as your teammates or
co-presenters.
Tips and Insights
What every investor needs to know

01 03
Invest your idle cash. Know your risk profile.

02 04
Remember the Diversify your
50-30-20 rule. investments.

05
Keep on investing.
Contact Us
Make your money work for you
with Sitwell Financial

Phone Number Email Address

123-456-7890 hello@reallygreatsite.com

Website
www.reallygreatsite.com
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Resource
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illustrations in your Canva
Presentation. Happy
designing!
Resource B for blur C for confetti

Page
D for a drumroll O for bubbles

Q for quiet X to close

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presenting with Canva
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