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Foundations · F2

Asset Classes

You know why to invest. Now — what do you actually invest in? Meet your money’s team: cash, bonds, stocks, and the specialists, and the job each one does.

By the end of this module, you’ll be able to:

  • Match cash, GICs, bonds, stocks, REITs and gold to their portfolio roles.
  • Tell owning part of a business from lending money to one.
  • Work out total return from the price change plus cash paid.
  • Explain how one fund can hold many investments.
  • Match your money to an asset class using the date you need it.

6 lessons · about 50 minutes

  1. 1Meet your players: your money’s team
  2. 2Owner or lender?
  3. 3How asset classes pay you
  4. 4The power of bundling
  5. 5Matching players to goals
  6. 6Your team at a glance + a quick check

This module is free to read with an account. Register free to open every lesson in full and save your progress.

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