Trading & Investing Simplified

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1 Trading & Investing Simplified

2 Defining Trading and Investing Trading- Buying and Selling Financial Instruments with the view to making a short term gain. Minutes, Hours, Days. Investing- Buying and selling financial securities for a longer term. Usually varies from a day to in excess of 3 years. Examples of financial instruments- Shares, Currency, Bonds, Private equity Deals, Commodities, property and property unit trusts.

3 Benefits Of Investing In Financial Securities Most Important Benefit- Trading & Investment Simplified Benefits Regulated Environment- FSB,JSE,FSA, SEC are all institutions that aim to protect investors and traders interests

4 Benefits Ability To Profit from Short term and long term market movements Liquidity- as opposed to property for example Allows for easier financial planning for retirement, investment in other projects. Also avoids people putting their investments in Ponzi schemes Amabhanoyi Less Capital intensive form of business

5 Trading is Not a Ponzi Scheme!! Ponzi World Times Live- 13 April 2010: The man alleged to be behind a R73-million Durban Ponzi scheme which scammed businessmen, nurses, and pensioners, has no financial qualifications yet he managed to get investors to hand over up to R a day. IOL 16 August 2011 An umhlanga Rocks couple who fleeced about 200 investors of R21million in a pyramid scheme have each been jailed for 22 years. And for the Lion Of SA Ponzi Schemes Noseweek- 1 November 2009-Who is on Tannenbaum s Ponzi Laundry List? Forensic investigations into the cash flow through the ponzi scheme for millionaires conducted by Barry Tannenbaum and various of his agents, such as Dean Rees and Darryl Leigh, have been coming to a head in recent weeks. Insolvency enquiries and even arrests are expected before too long Total Scheme Estimate??? R

6 Defining Trading and Investing Bernie Mardoff Ran a $50Bn Ponzi Scheme!!!!!! Charles Ponzi Gave his name to the game!

7 Trading & Investment Process Research Stock Picking Placing Trades Managing Risk Taking Profit Reporting To Clients

8 Depends on your choice of traders. Trading & Investment Simplified Rags To Riches??

9 But Be Aware- Blood Will Be Lost

10 Can Move From This.. Trading & Investment Simplified When handled badly

11 To This Trading & Investment Simplified When handled badly

12 What Next?? Trading & Investment Simplified The Way Forward Let Inkunzi Investments Hold Your Hand

13 Our Processes Short Term Trading Long Term Investing Investor Education

14 When handled badly Accounts Open For; -Individuals -Stokvels -Trusts -Private companies

15 Specifications Trading Account Minimum- Style- Risk- Fees- R no limit upwards Short Term trading High Risk If Using Geared Instruments 40 to 50 bp per transaction Target Clients: High Risk Takers. Long term players with excess cash.

16 Specifications Investment Account Minimum- Style- Risk- Fees- R no limit upwards. Can put monthly installments as well. Long Term trading Risk varies with choice of funds. But less volatile compared to short term trading. up to 3% per annum Target Clients: Clients with long term view on their investments. NB client can chose both types of investments

17 Imoto Entshontsh imali How Safe Is My Money? Only Nedbank Has Access To Your Cash Inkunzi Has no Access Accounts Open Directly By Nedbank Risks Depends on your risk appetite We do your risk profile Our service providers advice us We will limit stupid trades & investments

18 In The Long Run Financial Success

19 Owen Nkomo /

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