Monday, 22 October 2012

INVESTMENT 101... Cynthia


What is investment? Investorwords.com 
http://www.investorwords.com/2599/investment.html defines it as “The purchase of a financial product or other item of value with an expectation of favorable future returns” in general terms it is spending money to make money.
Personally I think investment is one concept that should be knocked into a person’s head as soon as they start understanding the value of money. 
  Unfortunately this is not usually the case and most of us go through life without ever understanding this concept. If we are lucky , we get in our adulthood and more often than not it is too late.

If you want to invest you must have observed the first golden rule of any successful venture. Plan. Without a plan you are more or less shooting in the dark and chances of hitting a target are low.  The first step of planning is researching on what kind of investment is best suited for you. Best suited means affordable; what can you fund comfortably without breaking the bank, rate of return; what kind of return do you want on your investment? Remember the higher the return the higher the risk and finally term of return; are you looking for a short-term, mid-term or long-term return on your investment.

The second step is getting your funds together (I hope you have read the articles on Savings 101  http://v3rcity.blogspot.com/2012/08/saving-101-cynthia.html and Loans 101  http://v3rcity.blogspot.com/2012/07/loans-101-cynthia.html on this same blog to have some clue on how to get those funds). You have to spend money to make money. I am yet to hear of an investment that didn’t require money. The most advisable way to fund an investment is through savings. This is because it is your money and therefore has no cost (read interest). This is not to say loans cannot be used for investment. The key here is to ensure the return on your investment is enough to cover the cost of the loan and also give you a return.  I will not go into inheritances and lottery winnings as sources of funds but if these ever come your way, think investment as this is also money without a cost.

On some occasions it is advisable to seek professional advice before undertaking investments. There are people who are experienced and learned in this field and therefore can more or less make sure bets on your behalf. The downside to this is that you have to pay for this advice and it cuts into your returns. Nonetheless, if you are investing in something like shares, bonds, land etc. it is highly advisable to get the right professional advice. On the other hand if you are investing in a clear cut venture, advice from family and friends who have experience in the similar ventures is usually enough and often free. Thorough research on your own is also less costly. No one knows exactly what you are looking for except you. Luckily in the current times, there are unlimited sources of information.


There are many kinds of investments. They vary from small business ventures, shares and bonds, land, mutual funds etc. Please note a personal car is not an investment. This is because the value starts depreciating as soon as you turn the key to start the car yet as we know from the definition, there must be an expected favorable future return for it to be termed an investment. The jury is still out on daughters (with the dowry and all)…
One golden rule of investment is diversification. Don’t put all your eggs in one basket rings very true when it comes to investment. Investment is a risk, meaning you could win or lose. Therefore it is better to spread your risk so that if some lose, you have others that are winning. You can start small with a plan to work your way to the big leagues. If you have a plan everything else is bound to fall into place.





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