The presentation should include the following slides and accompanying lecture notes. The slide content should be brief and include supporting images or diagrams where appropriate. Use the Notes area beneath each slide to put the accompanying lecture notes

Slide

Content

1

Title Slide

2

Slide Content: List of primary benefits of stock investing

Lecture Notes (100-150 words)

• Explain each identified benefit.

3

Slide Content: List of primary risks of stock investing

Lecture Notes (100-150 words):

• Explain each identified risk.

4

Slide Content: List of primary benefits of bond investing

Lecture Notes (100-150 words)

• Explain each identified benefit.

5

Slide Content: List of primary risks of bond investing

Lecture Notes (100-150 words):

• Explain each identified risk.

6

Slide Content: Explanation of bond valuation techniques

Lecture Notes (100-150 words):

• Discuss the importance for investors of understanding bond valuation techniques.

7

Slide Content: Step-by-step example of a bond valuation technique using numbers

Lecture Notes (100-150 words):

• Explain the bond valuation technique.
• Explain how changing the variables in the example may change the value of the bond.

8

Slide Content: Explanation of one stock valuation technique

Lecture Notes (100-150 words):

• Discuss the importance for investors of understanding stock valuation techniques.

9

Slide Content: Step-by-step example of the stock valuation technique using numbers

Lecture Notes (100-150 words):

• Explain the stock valuation technique.
• Explain how changing the variables in the example may change the value of the stock.

10

Slide Content: Recommended portfolio of stocks and bonds for Mr. Jones's situation

Lecture Notes (100-150 words):

• Explain the reasoning behind this recommendation.