Finance
Type of investment instruments in which the interest or yield is known in advance.
fixed-income securities
Explain the concept of return on equity (ROE)
A fundamental metric in finance that measures profitability.
What factors influence the results of stock market investments?
Company's earnings and growth, management's strategic decisions, market trends and sentiment,
unexpected world events, & investor sentiment and biases.
How much are the challenge activities worth?
10%
What is the amount of money available that the person has to invest?
1,000,000
Method that allows you to define the intrinsic value of a financial asset.
Fundamental Analysis
Mention aspects that cause structural changes in an industry.
Demographic factors, lifestyle, technology and policies and regulations.
What are two strategies to mitigate risk?
Diversification
Careful selection of issuers
Fundamental analysis
The challenge seeks to offer additional learning such as:
The importance of reading, values, critical thinking and depth in reflection.
Which is Andrea's profile risk?
Moderate
Bonus Points
Enjoy
Give an example of a cyclical industry.
Technology
Types of risk related to investments (2).
Systematic: Inherent to all stock market inversion.
Specific: Related to the company in particular.
Acceptable excuses to justify absences.
None.
How should the portfolio be structured?
60% debt and 40% variable income
Method of evaluating statistical trends in trading activity, typically involving price movement and volume.
Technical Analysis
Why is it important to do industry analysis?
To understand the business environment and identify investment opportunities.
Factors that generate systematic risk
Interest rates, inflation, etc.
Final points (in challenge) for having no absences or late arrivals.
3
Bonus Points
Enjoy
Provide the definition or assumption of an efficient market.
The price of an asset is equal to its intrinsic value.
What reasons might the central bank have for increasing the interest rate?
To encourage savings and attract investors, explain.
Key element to be a successful investor
Appropriate risk management
Values that the course seeks to promote.
Honesty, responsibility, punctuality.
Is part of Actinver services to provide the investors' profile?
No, it is mandatory according to the CNVB.