Course curriculum

  • 1

    Chapter 1

    • Money EQ

    • How much is enough ?

    • What this course is not

    • Gambling, Team, Study (Preparing to get involved)

    • Finance: Saving -> Investing

    • Idea to Dividends

    • "To do better than the crowd, you have to think differently from them"

    • Importance of Age, Risk, Goal, Possibilities

    • Earning Money vs Purpose

    • How much to invest?

    • Further Education & Inspiration

    • Assignment
  • 2

    Where

    • The Bulk

    • Dividends

    • Brokers

    • Tax
  • 3

    How

    • Investment Strategies

    • Power of Compound

    • Diversification: Not just the number of shares, but also amongst Market Cap, Asset Class, Geographic, Strategies, Sectors

    • Important Global Markets & ETFs

    • Interest Rates, Exchange Rate, Stocks

    • Assignment #2
  • 4

    Individual Stock

    • Small Money > Large Money

    • Why, and Why not?

    • Defensive Investor: Definition + Stock Picking Criteria

    • Enterprise Investor: Definition + Stock Picking Criteria

    • Warrens Accounting & Why

    • Three Selling Criteria: 1. Better Opp 2. Need Money 3. Underlying problem
  • 5

    Golden Gaps

    • Domestic vs Foreign

    • Small (<2 Billion) or Large(>20 Billion)

    • The Covert Cranny

    • ETF's to look at
  • 6

    Conclusion

    • Ivy Portfolio

    • Timing?

    • Market = Average

    • Diversification is Ignorance

    • Getting Higher Return - Possibilities

    • Passive vs Active (Return) (Technical Analysis vs Fundamental Analysis)

    • Some Strategies (200MA, Stan Weinstein, P/E Ratio, PEG, EPS, Schillers)

    • REITS + LICS + Other Random Definitions

    • Assignment: Major

    • Chess - Final

    • Personal Growth + Financial Education

    • Top Bottom vs Bottom Top Approach

    • Bear Market Investing

    • Next Course