In this WealthLift Presentation, you will learn: • What is an investing style and why do I need one? • How much should I invest in the stock market? • Why should I invest in different sized companies? • What sort of companies should I invest in? For more, go to http://www.WealthLift.com

1. Lesson 2: Strategies For Stock Investing
In this WealthLift video lesson, you will learn:
• What is an investing style and why do I need one?
• How much should I invest in the stock market?
• Why should I invest in different sized companies?
• What sort of companies should I invest in?
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

2. Lesson 2: What is an investing style?
Over 2000 companies on the Investors choose an investing
New York Stock Exchange style that suits their own
and over 3000 on the situation.
NASDAQ.
To create your ideal • Yourinvestment timeline
stock portfolio, consider: • Your personal risk tolerance
• Thetime that you want to spend managing
your stock portfolio
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

3. Lesson 2: Choosing an investing style #1
How much should I invest?
Rule ONE - Never invest what you can’t afford to lose
• Always keep a portion of your savings as a nest egg in case of emergencies.
One to two months worth of living expenses is a good amount.
Rule TWO- Find the risk-reward balance
• The longer your investment timeline, the more of your savings you can put in
higher return, higher risk assets. The longer you have until retirement, the
longer your investment timeline.
Rule THREE- Do what feels right
• Consider your own situation and invest accordingly.
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

4. Lesson 2: Choosing an investing style #2
What are Large, Medium and Small Caps?
Example Companies: Small companies, with less than $1
billion in market capitalization, are
known as small caps.
Medium sized companies, with between Example Companies:
$1 billion and $10 billion in market
capitalization, are known as mid caps.
Example Companies: Large established companies, with
greater than $10 billion in market
capitalization, are known as large
caps, or blue chips.
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

5. Lesson 2: Choosing an investing style #2
Small Caps Mid Caps Large Caps
• Core Blend of • Mature growth
products, limited characteristics phase
markets of Small Caps &
Large Caps • Stable growth
• Higher chance of
bankruptcy • Lower risk
• Innovative products • Potential for high
growth in innovative
• High potential for companies
fast growth
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

6. Lesson 2: Choosing an investing style #2
Young Investors, Longer Older
Investment Timelines Investors, Shorter
Investment Timelines
• More Small • More Large
& Mid Caps Caps
• Less Large • Less Small
Caps & Mid Caps
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

7. Lesson 2: Choosing an investing style #3
What are 'Value', 'Growth' and 'Income' stocks?
Value Investing
• Look for stocks that are currently priced below their intrinsic
value, or what they are really worth.
• Look at:
 Company Assets
 Current Earnings
 Products
 Competitive Advantage
• Value stocks have a low Price-To-Earnings Ratios (PE Ratio)
• Value stocks can be Small, Mid or Large Caps
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

8. Lesson 2: Choosing an investing style #3
What are 'Value', 'Growth' and 'Income' stocks?
Growth Investing
• Look for earnings momentum, or future growth in
profits, and the products of a company.
• Growth stocks usually have high Price-To-Earnings Ratios
• Growth stocks are usually Small and Mid Caps
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

9. Lesson 2: Choosing an investing style #3
What are 'Value', 'Growth' and 'Income' stocks?
Income Investing
• Look for companies with consistently high dividends.
Dividends are distributions of company profits to stockholders.
• Income stocks are usually Large Caps
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

10. Lesson 2: Choosing an investing style #3
What are 'Value', 'Growth' and 'Income' stocks?
Income Investing
Dividend Payment = Dividend Declared x No. of Shares You Own
Dividend Payment = $1 Declared x 500 Stocks
= $500 in Dividend payments
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.

11. Congratulations – Lesson 2 Completed
In the next WealthLift video lesson, you will learn:
• What makes a company valuable?
• What’s the difference between a great company and a great
stock?
• What are some other key indicators investors look at when
valuing a specific stock?
• How do you find the information you need about
companies?
Depictions of persons. product names and images modeled in this video are trademarks of their
respective owners who do not endorse and are not associated or affiliated with WealthLift Inc.
©2011 WealthLift Inc. All Rights Reserved.