INVESTIN

S IT WE L L F IN A N

IN MUTUAL
G
FUNDS
C IA L

What beginners need to know

Restitusi
Pajak
Definisi

MUTUAL FUND INVESTMENTS | SF 2 0 2 0

Restitusi Pajak adalah permohonan pengembalian
pembayaran pajak yang diajukan wajib pajak kepada negara.

Secara sederhana, dalam restitusi pajak negara

membayarkan kembali atau mengembalikan pajak yang telah
dibayar wajib pajak.

Restitusi pajak hanya terjadi jika jumlah kredit pajak atau

jumlah pajak yang dibayar lebih besar daripada jumlah pajak
yang terutang atau telah dilakukan pembayaran pajak yang
tidak seharusnya terutang, dengan catatan wajib pajak tidak
memiliki utang pajak lainnya.
Key talking
points PRESENTATIO
N
FRAMEWORK

- Knowing the Basics

- Building Your Investment Strategy
- How to Start Investing
- Pros of Mutual Funds
- Cons of Mutual Funds
MUTUAL FUND
INVESTMENTS | SF 2 0 2 0 - Words from the Wizard of Omaha
KNOWING
THE
BASICS

MUTUAL FUND INVESTMENTS | SF 2 0 2 0

What is a mutual fund?
Presentations are communication tools
that can be demonstrations, lectures,
speeches, reports, and more.
HOW DO

MUTUA Money is pooled

L by investment
managers who
create portfolios.

FUNDS
 WAYS TO
EARN
MONEY
Dividend Payments
Presentations are communication
THROUGH
tools.
FUND
MUTUAL
Capital Gains Distributions
Presentations are communication
S
tools.

Increased NAV
Presentations are communication
tools.
Investor ROI

6.92%
Average mutual fund return for the
Presentations past five years
are tools that
can be
lectures and
more.
Building Your Investment Strategy

MANAGING
YOU
R
PORTFOLI
Smart strategies that work
Aggressive Investor
Presentations are communication
tools.

Moderate Investor
Presentations are communication
tools.

Conservative Investor
Presentations are communication
tools.

TYPES OF
INVESTORS
Load Fund No-Load Fund
Presentations are tools Presentations are tools
that can be lectures and that can be lectures and
more. more.
 MUTUAL FUND

DIVERSIFIED INVESTMENTS | SF 2 0 2 0

MUTUAL FUND
PORTFOLIO Item 5
20%
Item 1
20%

Item 4 Item 2
20% 20%

Presentations are tools that

Item 3
can be lectures, and more. 20%
4 3 9 FUNDS
Number of new mutual funds in
the US market in 2016

278 FUNDS
Number of new mutual funds in
the US market in
2015
MAXIMIZING MUTUAL

returns
Way to boost portfolio
FUNDS
INVESTMENTS

Using no-load Using index Dollar-

funds funds cost
averaging
HOW TO START INVESTING

1. Identify investment 2. Determine time 3. Choose a mutual

objectives. horizon fund investment.
TYPES OF MUTUAL FUNDS

Money Market Funds Bond Funds

Presentations are tools that can Presentations are tools that can
be lectures, and more. be lectures, and more.

Balanced Funds Stock or Equity Funds

Presentations are tools that can Presentations are tools that can
be lectures, and more. be lectures, and more.
 STRATEGIC ASSET
ALLOCATION

Balancing different asset classes

Presentations are communications tools that

can be lectures, reports, and more.
 ASSET ALLOCATION MODELS

Item 5 Item 1 Item 5 Item 1 Item 5 Item 1

20% 20% 20% 20% 20% 20%

Item 4 Item 2 Item 4 Item 2 Item 4 Item 2

20% 20% 20% 20% 20% 20%

Item 3 Item 3 Item 3

20% 20% 20%

Transit ional
Bull Market Bear Market
Market
 Planners at Work
Sitwell Financial
Presentations are
communication tools
that can be used
as lectures.
SITWELL FINANCIAL

Total returns from 2016 to 2 0 2 0

MUTUAL FUND
PAST
PERFORMANCE
40

30

20

10

0
Item 1 Item 2 Item 3 Item 4 Item 5 Item 6
 INVESTMENTS |
MUTUAL FUND
MUTUAL FUND

SF 2 0 2 0
INVESTMENT TIMELINE

2021 2022 2023 2024

Presentations Presentations Presentations Presentations
are tools that are tools that are tools that are tools that
can be used as can be used as can be used as can be used as
lectures. lectures. lectures. lectures.
Diversif icat ion Economies of Scale Divisibility
Presentations are tools Presentations are tools Presentations are tools
that can be used as that can be used as that can be used as
lectures. lectures. lectures.

Liquidity Management Less Risk

Presentations are tools Presentations are tools Presentations are tools
that can be used as that can be used as that can be used as
lectures. lectures. lectures.
 SPEAK
THE MUTUAL
FUNDS
LINGO
Presentations are tools that can
be used as lectures, reports and
more.
 Hidden Fees & Sales Charges
CONS OF Presentations are tools that can be used as
lectures.

MUTUAL Lack of Liquidity

FUNDS Presentations are tools that can be used as
lectures.

Poor Trade Execution

Presentations are tools that can be used as
lectures.

Tax inefficiency
Presentations are tools that can be used as
lectures.
Words from the
Wizard of Omaha

SUCCESSFUL
INVESTING TAKES
TIME,
DISCIPLINE, AND
PATIENCE.
Warren B u ff e t t
 THE SITWELL WEALTH
MANAGEMENT TEAM

Katalina Smith Grayson Burch Taliyah Maynard

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