Cream and Brown Finance Presentation-Dikonversi
Cream and Brown Finance Presentation-Dikonversi
Cream and Brown Finance Presentation-Dikonversi
S IT WE L L F IN A N
IN MUTUAL
G
FUNDS
C IA L
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%
278 FUNDS
Number of new mutual funds in
the US market in
2015
MAXIMIZING MUTUAL
returns
Way to boost portfolio
FUNDS
INVESTMENTS
Transit ional
Bull Market Bear Market
Market
Planners at Work
Sitwell Financial
Presentations are
communication tools
that can be used
as lectures.
SITWELL FINANCIAL
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
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
Phone Number
(123) 456 7890
E-mail Address
[email protected]