• Investors use various financial instruments to get a rate of return to achieve financial goals and objectives.

  • Investment securities include stocks, bonds, mutual funds, derivatives, commodities and real estate.
  • Investors can be distinguished from traders by the fact that investors hold long-term strategic positions in companies or projects.
  • Investors build portfolios with either an active orientation that tries to outperform the benchmark index or a passive strategy that tries to track the index.
  • Investors can also be focused on either growth strategies or value strategies.