Bob Evans Portfolio a collection of investments Short selling

Portfolio – a collection of investments

Portfolio – a collection of investments Short selling – sale of stock borrowed from a broker; want to sell borrowed stock at a high price and buy it back later at lower price Normal trade – buy stock first; sell it later Short sale – sell borrowed stock first; buy it later

Stocks: Large-Cap – stocks of very large companies (EX: Wal-Mart, GE and IBM); have a market capitalization of between $10 billion and $200 billion (EX: Adobe Systems, Texas Instruments)

Mid-Cap – stocks of companies with a market capitalization between $2 and $10 billion (EX: Netflix and Aeropostale) Small-Cap – Stocks of largely unknown companies with smaller market capitalization between $500 million and $2 billion (EX: Bob Evans Farms and Dale Jarrett Racing Adventure)

Investing for Retirement

401(K) Plan – A type of employer-sponsored retirement plan where money is contributed on a pre-tax basis and all earnings are tax deferred.

Annuity – An investment contract made with the issuer (e.g., insurance company); types: immediate, deferred, fixed, variable.

Defined-benefit plan - A type of retirement plan, usually a pension, in which the payment amount is guaranteed.

Defined-contribution plan – A type of retirement plan in which the amount invested in the plan is controlled by the employee, with no guarantee of benefits.

Employer-sponsored retirement plan - A savings plan for retirement that is offered through a company's benefits package; contributions are usually matched by the company.

IRA (Individual Retirement Plan) – a type of retirement-savings plan that is not usually done through an employer; tax deductible and earnings are tax deferred

Keogh Plan – A type of retirement-savings plan for self-employed professionals or owners of small businesses and their employees; it affords the same tax benefits as a 401(k).

Pension – a fixed sum paid regularly to a person after retirement

Retirement – permanent withdrawal from the work force

Roth IRA – a type of individual retirement account; not tax deductible; not subject to income tax upon withdrawal (after age 59 ½)

Social Security – US government program established in 1935; includes a retirement benefit for citizens; it is funded by a payroll tax

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Bob Evans Portfolio a collection of investments Short selling

Market Sales Price: $1399,but we sell lot more lower than that to share the opportunity with you!

Serving Professional Traders Since 2008

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