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Assets

What are financial assets?

Financial assets are instruments or securities that have an economic value and can be bought or sold in financial markets.

 

They represent a way of investing and allocating capital, with the aim of generating financial returns. Financial assets can take many forms, from stocks and fixed income securities to commodities and foreign currencies.

Types of financial assets
  • Stocks: Stocks represent an ownership interest in a company. When you buy shares of a company, you become a shareholder and have a proportional share of ownership in the company. Returns on stocks can come in the form of dividends and share price appreciation.

 

  • Fixed-income securities: Fixed-income securities are loans you make to an entity, such as a government or corporation, in exchange for periodic interest and payment of the principal amount at maturity. Examples include government bonds, corporate debentures, and bank certificates of deposit (CDs).

 

  • Mutual funds: Mutual funds are collective investment vehicles that pool money from multiple investors to buy a diversified portfolio of assets. They can invest in stocks, bonds, real estate, among others. Investors receive shares in the fund in proportion to their investment.

 

  • Commodities: Commodities are basic products, such as oil, gold, coffee, and grains, that are traded on commodity markets. Investors can buy futures contracts or invest in exchange-traded funds (ETFs) to gain exposure to these assets.

 

  • Real Estate: Investing in real estate involves purchasing physical properties, such as houses, apartments or commercial buildings, with the aim of renting them out to generate income or selling them later for a profit.

 

  • Industrial: Such as cold storage facilities, sugar cane mills, pharmaceutical industry, among others.

 

  • Automotive line: Standard auto cars for dealers or consumers below the FIPE table

 

  • Nautical line: High-end yachts and speedboats.

 

  • Aircraft trade: Basically all high-end luxury aircraft.

 

Understanding what financial assets are and how to invest in them is essential to achieving your goals. Consulting a professional or investment advisor can also be a good idea for personalized guidance. Grupo Incorpore is always available to perform a preventive valuation, which will give your asset an accurate market value.

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