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Personal Finance #11-Stock Investment -Equity Investments

Last updated on June 15, 2024 11:52 am
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What you’ll learn

  • Stock Market Fundamentals: Gain a comprehensive understanding of how the stock market operates, including primary and secondary markets & trading hours
  • Effective Buying and Selling: Learn the intricacies of buying and selling stocks efficiently, from executing trades to managing your investments effectively.
  • Investment Goals and Strategies: Develop a strategic approach to stock investing aligned with your personal financial goals and risk tolerance.
  • Brokerage Account Management: Discover the key elements of managing a brokerage account, including account types, fees, and account maintenance.
  • Differentiating Investment Approaches: Differentiate between investment and trading strategies, and understand the distinctions between stocks, ETFs, and mutual
  • Advanced Investment Instruments: Explore advanced investment instruments such as options, futures, and their role in a diversified portfolio.
  • Corporate Actions Impact: Understand how corporate actions, such as dividends, stock splits, and preferred stock issuance, impact your investment portfolio.
  • Analyzing Company Financials: Develop the skills to analyze a company’s financial position, evaluate stock sectors, and make informed investment decisions.
  • Technical Analysis Mastery: Dive into technical analysis techniques to identify trends, patterns, and potential investment opportunities in stock trading.
  • Advanced Stock Concepts: Explore advanced stock concepts like convertible preferred stock, cumulative preferred stock, and earnings per share (EPS).
  • Financial Metric Proficiency: Master financial metrics including price-to-earnings (P/E) ratio, beta, and book value per share (BVPS)
  • Valuation Models: Gain expertise in valuation models such as the Dividend Discount Model (DDM) and learn investment strategies like dollar-cost averaging.
  • Dividend Reinvestment: Discover the benefits of dividend reinvestment plans (DRIP) and their impact on long-term investment growth.
  • Leveraging Margin and Short Selling: Explore advanced strategies like buying on margin and short selling to maximize investment opportunities.
  • Global Investment Strategies: Understand international investing using tools like the Capital Asset Pricing Model (CAPM) for diversified portfolios.
  • Dividend Income Estimation: Calculate crucial financial metrics including dividend yield, forward P/E ratio, and payout ratio.
  • Portfolio Optimization: Learn to optimize a diversified stock portfolio effectively by applying advanced techniques.
  • Asset Allocation Strategies: Explore asset allocation strategies for risk management and investment diversification.
  • Market Analysis: Apply technical and fundamental analysis to make informed investment decisions in varying market conditions.
  • Risk Management: Develop strategies to manage investment risks, including strategies for income, value, and growth stocks.
  • Investment Psychology: Understand the psychological aspects of investing and learn to make rational decisions amid market fluctuations.
  • Investment Regulations: Familiarize yourself with relevant investment regulations and ethical considerations in stock investing.

Welcome to this comprehensive course designed to empower you with the knowledge and skills required to navigate the intricate world of investing in stocks, equities, and mutual funds.

Understanding the Stock Market:

Our journey begins with a deep dive into the stock market. You’ll gain a profound understanding of both primary and secondary markets, learning how stocks are bought and sold. Explore the fascinating inner workings of various stock exchanges, from their trading hours to their unique characteristics. Gain insight into the psychology of market participants and how market sentiment influences stock prices.

Mastering Stock Investing:

In this section, we demystify stock investing. Discover what it means to own a share in a company and learn the intricacies of trading stocks. We’ll guide you through the process of selling your stock holdings and provide valuable insights into different stock categories, including income, value, and growth stocks. You’ll also become well-versed in handling commissions and fees effectively.

Exploring Investment Vehicles:

Dive into the diverse array of investment options available. Navigate the world of individual stocks, exchange-traded funds (ETFs), and mutual funds. By understanding the unique features of each choice, you’ll be equipped to make investment decisions aligned with your financial objectives. Explore how ETFs and mutual funds are structured, how they are traded, and their advantages and disadvantages.

Mastering Stock Fundamentals:

Develop the skills to analyze a company’s financial health confidently. We’ll explore both quantitative and qualitative methods for assessing a company’s performance. Gain insights into stock sectors and learn how to interpret financial statements with precision. Learn how to conduct comprehensive fundamental analysis, including evaluating a company’s income statement, balance sheet, and cash flow statement.

Analyzing Stocks Like a Pro:

Equip yourself with the tools used by seasoned investors. Unlock the potential of technical analysis and learn how to apply it to your investment strategies. Delve into the implications of corporate actions, such as stock splits and reverse stock splits, to make informed decisions. Learn how to use stock charts, technical indicators, and chart patterns to identify potential investment opportunities.

Understanding Preferred Stocks:

Venture into the world of preferred stocks. Discover various types, including cumulative, callable, and convertible preferred stocks. Gain insights into perpetual and adjustable-rate preferred stocks, broadening your investment horizons. Explore how preferred stocks differ from common stocks and bonds, and how to evaluate their suitability for your portfolio.

Performance Evaluation and Risk Management:

Learn to navigate stock valuation complexities. Master the art of calculating key metrics like Price-to-Earnings (P/E) ratios, Price/Earnings-to-Growth (PEG) ratios, and Beta. Dive deep into the Dividend Discount Model (DDM) to assess stock values accurately. Understand how to assess the risk associated with individual stocks and build a diversified portfolio to manage risk effectively.

Strategies for Savvy Investing:

Explore essential investment strategies like dollar-cost averaging and value averaging. Dive into Dividend Reinvestment Plans (DRIPs) and gain an in-depth understanding of buying on margin and short selling to make well-informed investment decisions. Learn about different investment styles, including value investing, growth investing, and income investing, and how to apply them to your portfolio.

Global Investment Perspectives:

Expand your investment horizons globally. Dive into the International Capital Asset Pricing Model (CAPM) and discover how to estimate dividend income effectively in a global context. Understand the factors that influence international stock markets and how to assess opportunities and risks when investing internationally.

Calculating Returns with Precision:

Unlock the secrets of investment returns. Learn how to calculate dividends, earnings per share (EPS), and the price-earnings ratio (P/E ratio) with precision. Explore various methods for projecting future returns with confidence. Understand the concept of total return and how it can impact your investment decisions.

Join Us on a Journey to Financial Prosperity:

This comprehensive course caters to both beginners and those with prior investment knowledge. Whether you aspire to build wealth, seek to grasp the intricacies of financial markets, or enhance your investment skills, this course is your gateway to success.

Embark on a Path to Investment Expertise:

Get ready to embark on a path toward financial prosperity and investment expertise. Enroll now and take the first step toward securing your financial future. Don’t miss this opportunity to master the art of investing in stocks and mutual funds and gain the financial knowledge you need for a successful future. Start your journey today!

Who this course is for:

  • Beginners: If you are new to the world of investing, this course provides a solid foundation. It starts with the basics and gradually progresses to more advanced topics, ensuring that newcomers can follow along and build confidence in their investment decisions.
  • Individual Investors: If you’re an individual looking to grow your wealth through stock investments and mutual funds, this course offers practical insights, strategies, and tools to help you make informed choices.
  • Experienced Investors: Even if you have some experience in investing, this course can serve as a valuable refresher and provide you with new perspectives and strategies to optimize your investment portfolio.
  • Financial Professionals: Financial advisors, planners, and professionals in the finance industry can benefit from this course by gaining a deeper understanding of stock markets, equity investments, and mutual funds. It can enhance their ability to assist clients with investment decisions.
  • Anyone Seeking Financial Literacy: If you want to improve your financial literacy and make more informed decisions about your investments, retirement planning, or wealth management, this course offers valuable knowledge and tools.
  • Curious Learners: If you have a general interest in finance and want to explore the concepts and workings of the stock market, equity investments, and mutual funds, this course provides an accessible and engaging learning opportunity.

Course content

  • PP-Stock Investment -Equity Investments50 lectures • 14hr 32min
  • PP-Stock Investment -Equity Investments
  • Practice Probs. – Stocks – Equity Investing14 lectures • 2hr 34min
  • Practice Probs. – Stocks – Equity Investing
  • Excel Probs. – Stocks – Equity Investing13 lectures • 4hr 6min
  • Excel Probs. – Stocks – Equity Investing
  • PP-Funds31 lectures • 6hr 56min
  • PP-Funds
  • Practice Probs. – Mutual Funds7 lectures • 56min
  • Practice Probs. – Mutual Funds
  • Excel Probs. – Mutual Funds6 lectures • 1hr 26min
  • Excel Probs. – Mutual Funds

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