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“Though no-one can go back and make a brand new start, anyone can start from now and make a brand new ending….”

Master Sl Seminar Presentation Online

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Page 1: Master Sl Seminar Presentation Online

“Though no-one can go back and make a brand new start,

anyone can start from now and make a brand new ending….”

Page 2: Master Sl Seminar Presentation Online

Our objective

In the next hour we will demonstrate an alternative approach to investing

We believe anyone can invest successfully …..with the correct Support/Knowledge

In the next hour we will demonstrate an alternative approach to investing

We believe anyone can invest successfully …..with the correct Support/Knowledge

Shareladder objective is to put Youin the driving seat of building your

future wealth through the ownership of shares for the long term.

Shareladder objective is to put Youin the driving seat of building your

future wealth through the ownership of shares for the long term.

Page 3: Master Sl Seminar Presentation Online

Are shares Performing ?

Investment Option

Typical Return

Advantages Disadvantages

Cash <3% Capital Secured Eroded by Inflat ion

Managed Funds

<7% Index

Diversif iedWide Choice ETF’s etc.

Lock in periodCharges/Penalt iesPoor Performance

Property -30% LeveragedWide Choice

Long Term

High Level entry / CostsCost of BorrowingLow Rental Yield

Bonds 5% Capital SecuredGovernment Backed

Require 100K plusLong Term 10 years

Equit ies 10 to 20%

High LiquidityLong Term PerformanceWide Choice/ Shorting

Short term Volat i l i tyNo Capital GuaranteeRequires Knowledge

Pension Varied Tax Benefits New Schemes

Leverage / Control

Poor Management by some companies

Lack of f lexibi l i ty

Page 4: Master Sl Seminar Presentation Online

Investment Best Mix

Investments should be diversified to include all asset classes – better risk- reward profile.

Equities play a key role in “Building your wealth”

Investments should be diversified to include all asset classes – better risk- reward profile.

Equities play a key role in “Building your wealth”

Sample Asset mixSample Asset mix Within Equity PortionWithin Equity Portion

Cash

Short Term

Medium Term

Long Term

Page 5: Master Sl Seminar Presentation Online

Dividend Power

Lets look at $1 invested in S&P 500 in 1950 (S&P 500 index proxy for the large cap stock market)

Lets look at $1 invested in S&P 500 in 1950 (S&P 500 index proxy for the large cap stock market)

Re-investing dividendsearns 8 times more !!Re-investing dividendsearns 8 times more !!

US$1 ~ $7

US$1 ~ $56

Page 6: Master Sl Seminar Presentation Online

Stoc

k m

arke

t pri

ces

2010200920082007

Wait a second …

But your thinking…. Financial Meltdown, Millions € lost, Recession, Volatile Stock Markets, Bank Bail-Outs, etc .. But your thinking…. Financial Meltdown, Millions € lost, Recession, Volatile Stock Markets, Bank Bail-Outs, etc ..

20122011

Stoc

k M

arke

t Pri

ces

Page 7: Master Sl Seminar Presentation Online

Equities Long-term

Page 8: Master Sl Seminar Presentation Online

Stock market Performance

Page 9: Master Sl Seminar Presentation Online

Stock marketPerformance

Shareladder target for our

subscribers is 10% per quarter ~ equating to approx. 46% pa

(excluding dividends)

Here’s how we will do it …

Page 10: Master Sl Seminar Presentation Online

Broker - Choice

Considerations Advisory or Execution Only Online or Telephone International Markets ?

Simple Fast Trading 17 International Markets Most Cost Effective Trading As low as €15 per trade Voice/ Phone or Online Award Winning Service

Page 11: Master Sl Seminar Presentation Online

Broker - Choice

€1,8006€55.00€150.00€150.00Dolmen

€1,8006€25.00€150.00€150.00Campbell OConnor

€3606€15.00€30.00€30.00Sharewatch / ODL

€1,3926€20.00€116.00€116.00Fexco

€1,5006€32.00€125.00€125.00AIB Bank

€1,5006€32.00€125.00€125.00Goodbodys

€9006€25.00€75.00€75.00Davys

€2406-€20.00€20.00

TotalFreq.MinimumCost to

sellCost to

buyBroker

Consider trading €10,000 worth of a stock, 6 times a year.

Shareladder do not receive a % of your trades with TD Waterhouse.

Page 12: Master Sl Seminar Presentation Online

Use of Charts

Donegal Creameries – 1st May newsletter (Gain +23%) 6 month chart with 100 SMA & 50 SMA

Donegal Creameries – 1st May newsletter (Gain +23%) 6 month chart with 100 SMA & 50 SMA

Page 13: Master Sl Seminar Presentation Online

Use of Charts

Savile Group – 1st Sept Newsletter (Gain +10%)1 year chart with a 200 day SMA

Savile Group – 1st Sept Newsletter (Gain +10%)1 year chart with a 200 day SMA

Page 14: Master Sl Seminar Presentation Online

Stop Loss

Stop Loss Stop Loss Control – extremely useful tool Tracking Stop Loss – used to lock in profitable trades

X

Buy at 1.05… set SLC at 1.00Buy at 1.05… set tracking SLC at 7.5%

X

Page 15: Master Sl Seminar Presentation Online

Dealer Recommendations

Fundamental Indicators markets may mis-price a security in the short run but the "correct" price will eventually be reached.

Does the company make a Profit? Does the company pay a Dividend? Is the company revenue growing ? How much Cash in Bank ? Is it able to repay its debts ? Does it have a Low PE Ratio ? Is PEG ratio less than 1 ? NAV versus Mkt Capitalisation

Spot the “gems”… Value Investing

Page 16: Master Sl Seminar Presentation Online

PensionOpportunities

Small self administered scheme (SSAS) Business Director/owner (Farm) or employee with agreement from your employer. Control of Investment decisions Tax relief benefits on personal contributions No tax liability on Company contributions. No Capital Gains tax on gains ! Transfer current profits and retained earnings Further details available from Shareladder

Page 17: Master Sl Seminar Presentation Online

PensionExamples

Example 1 - Director paying € 25,000 pa for 10 years.Assuming 41% tax and 6% per annum growth At retirement SSAS valued € 313,661 made up of –Net Cost to Director € 147,500Taxman Contributes € 102,500Growth of Pension € 63,661

Source – Eagle Star/Zurich

Example 2 : Employee (45 yrs) entitled to a bonus € 50,000

Salary SSASSalary €50,000 €50,000Less PAYE & PRSI €22,000 nilAmount Invested €28,000 €50,000Growth @ 8% p.a €85,468 €152,621At age 60 employee is €67,153 better off

Page 18: Master Sl Seminar Presentation Online

Remember…

We provide :Weekly Update

Newsletter Exclusive Dealer

Recommendations Monthly

Buy/Sell notesUpdates on Previous

Charts, News, Web-links Prices on global shares

All you need in one easy to use website

We encourage you: to invest small regular

amountsOption for a virtual

portfolio with no risk.We can direct you to build a portfolio over

your lifetime.Avail of income tax

reliefs.Lowest cost subscription

Knowledge – online tutorials.

Extensive educational modules.

Meet with one of our instructors on signing-

up to our personal service

Learn from others on the forum.

Duplicate our portfolio success.

Page 19: Master Sl Seminar Presentation Online

Building WealthWhat’s next ?

Join Shareladder as a Subscriber

Get started with one of our instructors

Open a share trading account

Page 20: Master Sl Seminar Presentation Online

Summary Best value product on market Most comprehensive features Unique offering in Ireland Everything you need for successful investing in one place

Summary/Q & A

Shareladder Portfolio is now up 32% since its launch in May 2010 !

Page 21: Master Sl Seminar Presentation Online

Performance to 23/8/2010

€22,027Total Profit

€4,412€121,067€19,052€0.16£0.13 122,000 Sold GBO23/08/2010

€13,090€102,015€34,265€9.79£8.023,500Sold WCC23/08/2010

€3,160€67,750€12,956€0.82 15,800 Sold BIR.IR28/07/2010

€265€54,794€915€0.18£0.15 5,000 Sold IMAC28/06/2010

€53,879€9,796€0.62 15,800 Purchased BIR.IR28/06/2010

€1,100€63,675€50,800€5.08£4.16 10,000 Sold TSCO03/06/2010

€12,875€21,175€6.05£4.95 3,500 Purchased WCC 01/06/2010

€34,050€15,600€0.12£0.10 130,000 Purchased GBO28/05/2010

€49,650€49,700€4.97£4.07 10,000 Purchased TSCO25/05/2010

€99,350€2,150€0.43£0.35 5,000 Cash back IMAC12/05/2010

€97,200€2,800€0.56£0.47 5,000 Purchased IMAC06/05/2010

€100,000 Opening Cash Balance 01/05/2010

Date Transaction QtyPrice £

StgPrice Euro Total Paid Cash Profit