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Maila Rosario College: College of Business Administration Major in Financial Management

This document is a module from Maila Rosario College covering investment and portfolio management. It begins with an overview stating the module will develop analytical skills related to investment categories and objectives. It then lists learning objectives for students to demonstrate knowledge of investment concepts. The module proper defines investment, describes categories of ownership, lending, and cash equivalents. It discusses how, when, and why to invest, and lists common objectives like capital preservation, growth, and meeting financial goals. Students are assigned an activity to write an essay on why they chose Maila Rosario College and the module provides evaluation criteria and references.

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Eleine Alvarez
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Download as DOCX, PDF, TXT or read online on Scribd
99 views

Maila Rosario College: College of Business Administration Major in Financial Management

This document is a module from Maila Rosario College covering investment and portfolio management. It begins with an overview stating the module will develop analytical skills related to investment categories and objectives. It then lists learning objectives for students to demonstrate knowledge of investment concepts. The module proper defines investment, describes categories of ownership, lending, and cash equivalents. It discusses how, when, and why to invest, and lists common objectives like capital preservation, growth, and meeting financial goals. Students are assigned an activity to write an essay on why they chose Maila Rosario College and the module provides evaluation criteria and references.

Uploaded by

Eleine Alvarez
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 6

Republic of the Philippines

MAILA ROSARIO COLLEGE


Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

COLLEGE OF BUSINESS ADMINISTRATION


MAJOR IN FINANCIAL MANAGEMENT
1st SEMESTER, S.Y. 2021 – 2022
PRELIM COVERAGE

Module in
INVESTMENT AND PORTFOLIO MANAGEMENT

MODULE NO.: 01

NAME OF STUDENT: ___________________________________________________


YEAR / SECTION: ______________________________________________________
DATE RECEIVED: ______________________________________________________

INSTRUCTOR: ELEINE T. ALVAREZ

NOTE: Please be cautious in following the given instructions in each activity. Correspondingly, observe
punctuality in accomplishing this module. God bless and happy learning! – INSTRUCTOR
Republic of the Philippines
MAILA ROSARIO COLLEGE
Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

I. OVERVIEW
This module focus is to develop analytical and evaluating skills connected to context
and content about investment and portfolio management categories, and objectives.

II. LEARNING OBJECTIVES


In this learning module, the learner is expected to:
a. Demonstrate knowledge of what is meant by investment and portfolio
management
b. Understand the concept, categories and objectives of investment and portfolio
management

III. GUIDE QUESTIONS


1.What does investment mean?
2. What are the objectives of investment?
3. Why did you choose Maila Rosario College to invest your study?

IV. LESSON PROPER


INVESTMENT

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Republic of the Philippines
MAILA ROSARIO COLLEGE
Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

 An investment is essentially an asset that is created with the intention


of allowing money to grow.
 In terms of income, if you invest in a saleable asset, you may earn
income by way of profit.
 Second, if Investment is made in a return generating plan, then you will
earn an income via accumulation of gains.
 All about putting your savings into assets or objects that become worth
more than their initial worth or those that will help produce an income
with time
 Investment means an asset that is obtained with the intention of
allowing it to appreciate in value over time.

CATEGORIES OF INVESTMENT

1. Ownership Investments
This are assets that are purchased and owned by the investor.
Examples of this kind of investment include stocks, real estate properties, and
bullion, among others. Funding a business is also a kind of ownership
investment.

2. Lending Investments
Corporate bonds, government bonds, and even savings accounts are all
examples of lending investments. The money you park in a savings account is
basically a loan that you give the bank. This money is used by the bank to fund
the loans it gives out to its customers.

3. Cash Equivalents

Page 3 of 6
Republic of the Philippines
MAILA ROSARIO COLLEGE
Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

These highly liquid and can easily be converted into cash. Money
market instruments, for instance, are excellent examples of cash equivalents.
Cash equivalents generally offer low returns, but correspondingly, the risk
associated with them is also negligible.

 Why should you invest?


 When should you invest?
 How should you invest?
 What are your objectives in investing?

HOW SHOULD YOU INVEST?

1. Analyze Your Financial Needs


 analyze your financial situation concerning risk tolerance, investment
objective and other factors like family size, number of earning members and
life goals.
2. Investment Diversification
 Build a diversified financial portfolio by putting your funds in different
instruments for maintaining the right balance between risk and returns.
3. Time Period
 Short-term or long-term funds.
4. Periodical Reassessment
 Closely monitor them periodically

OBJECTIVES OF INVESTMENT?
1. To Keep Money Safe
 Capital preservation is one of the primary reasons people invest their
money.
2. To Help Money Grow
 Ensure that it grows into a sizable corpus over time.
3. To Earn a Steady Stream of Income
 Investments can also help you earn a steady source of secondary (or
primary) income.
4. To Minimize the Burden of Tax
 This motivation comes in the form of tax benefits offered by the
Income Tax Act.
5. To Save up for Retirement
 Can allow your funds to grow enough to sustain you after you’ve
retired.
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Republic of the Philippines
MAILA ROSARIO COLLEGE
Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

6. To Meet your Financial Goals


 Achieve your short-term and long-term financial goals without too
much stress or trouble.

V. EVALUATION

TASK
ACTIVITY 1 Restricted Essay:
In 300 words, why did you choose MRC to enroll and study?

RUBRIC
Validity of Answer 3pts
Content Structure (spelling, grammar, punctuations) 1pts
Related Examples 1pts
TOTAL: 5pts

VI. REFERENCE/S

 (PDF) Principles of Managerial Finance by Gitman | d m -


Academia.edu

Page 5 of 6
Republic of the Philippines
MAILA ROSARIO COLLEGE
Diversion Road, San Gabriel Village, Tuguegarao City, Cagayan Valley
Contact No. (078) 377 – 249

 https://www.maxlifeinsurance.com/blog/investments/what-is-
investment

COMPILED BY: CHECKED BY:

ELEINE T. ALVAREZ
BA Instructor BSBA, Coordinator

APPROVED BY:

ROMEO M. PASCUA, Ph.D.


Vice-President of Academic Affairs

Page 6 of 6

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