Investing Basics

1. Set your goals

• Chapter 1:
• Getting started
• Chapter 2:
• Set your financial goals

2. Know your investing personality

• Chapter 1:
• Your investing personality
• Chapter 2:
• The risk-return relationship
• Chapter 3:
• Figure out your time horizon

3. Create your plan

• Chapter 1:
• Create your investment plan

4. Choose your asset mix

• Chapter 1:
• Understanding diversification
• Chapter 2:
• Choose your asset mix

5. Choose your investments

• Chapter 1:
• 7 questions to ask before you invest
• Chapter 2:
• 3 types of return
• Chapter 3:
• Investing for income
• Chapter 4:
• Investing for growth
• Chapter 5:
• Investing for growth and income

6. Track your progress

• Chapter 1:
• 3 reasons to keep track
• Chapter 2:
• Review your account information
• Chapter 3:
• Tracking your returns
• Chapter 4:
• Tracking your investment costs