INVESTMENT PORTFOLIO

MY PORTFOLIO

• Mutual Funds- 10k
• Stocks- 5k
• Savings Account- 60k
• Money Market- 5k
• Government Bonds- 20k

MUTUAL FUNDS

• A mutual fund is an investment program funded by shareholders that trades holdings.
• Medium risk.
• If the fund is "open end" then they are willing to sell.
• However, if it's "closed end" it means that the shares are no longer available.

STOCKS

• A stock is a type of security that signifies ownership in a company or Corp.
• High risk
• The stock market rose to some of its best levels in trading sessions preceding market collapses.
• Changes in stock prices were expressed as fractions until the year 2000.

SAVINGS ACCOUNT

• A savings account is a a bank account that earns you interest.
• Low risk
• You can use your savings account as an overdraft.
• A money market account is a type of savings account.

MONEY MARKET

• This is an interest bearing account that typically pays more than a savings account.
• Low risk
• Provides the account holder with limited check writing ability.
• Interest rates vary from bank to bank.

GOVERNMENT BONDS

• A bond issued by the government with a promise to pay periodic interest payments and to repay face value on the maturity date.
• Low risk
• Range from 4 weeks to 3 years.
• Certain bonds increase based on the inflation rate.