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Stocks, ETFs & Mutual Funds
Investing Course Curriculum
This course covers everything from A to Z on stock market investing.
Stocks, ETFs & Mutual Funds Investing Course
Course Overview: In this course you will learn everything you need to know to invest in and trade Stocks, Bonds, Mutual Funds and ETFs. These will include Mutual Funds and ETFs that invest in America and around the world. We will cover individual stock investing vs mutual funds, and/or using both to build ideal portfolios.
The first lesson in Chapter 1 may be the most important lesson: "The Psychology of Our Money!" Behavior drives individual preferences, collective preferences, commerce, economies, stock prices, stock markets, interest rates, and just about every other financial metric. Understanding all investors collectively, ourselves, and how money viewed is paramount to success!
The next three lessons focus on the histories of, "Stocks and Stock Markets," "Bull & Bear Markets" along with "Bubbles & Manias." They are not intended to teach you how to invest or trade securities. They are very basic, and simply a primer to the actual instructional lessons.
The lessons in this course will include text, the most important lessons will also include videos, and some will include additional 3rd party resources. They are yours and can be studied, and repeated, at your own pace. Once all of our courses have been created we will add quizzes at the end of each course. This will benefit everyone especially professionals using our courses to teach new recruits or as refreshers for their employees.
You will learn how to research using both fundamentals and technicals. Fundamental research is the study of the company's management, products and services, revenue and income growth prospects, competition, along with industry sector analysis. Technical analysis is far more simple! It is the study of supply and demand and how it effects price. The major element of technical analysis is the study of price charts of individual securities, industry sectors and major markets both here and abroad.
In this Course there are 13 Chapters and 83 Lessons. All lessons will include text, and most will include videos. Chapters 2, 3 and 4 are very basic, and can be skipped by experienced investors. Chapters 5 through 13 should be studied by everyone... at the very least as a refresher. Some lessons may even appeal to pros searching for a few new techniques, ideas and tools.
Our goal is to have this first course completed January 2024. The text of every lesson will be completed first before the videos are completed. Your patience is appreciated, and we feel you will be greatly rewarded with with this finished first course. Don't miss our "Pre-Launch $98 Discount," saving you $300, or 75% off the regular bundled discount.
Course Curriculum
Chapter 1: Introduction to the Securities Markets
Lessons 1 - 9
- The Psychology of Our Money
- History of Stocks & Stock Markets
- History of Bull & Bear Markets
- History of Bubbles & Manias
- Understanding Corporate Equity or Stock Shares
- Understanding Debt Securities or Bonds
- Understanding Economies
- Understanding Stock Market Participants
- What makes Stocks & Stock Markets Move
Chapter 2: Mutual Funds & ETFs
Lessons 1 - 8
- What are Mutual Funds and Exchange Traded Funds (ETFs)
- Pros & Cons of using Mutual Funds & ETFs
- Income & Balanced Funds
- Growth & Aggressive Growth Funds
- Index, Industry & Sector Funds
- Country, Global & International Funds
- Bond Mutual Funds vs Owning Individual Bonds
- Real Estate Investment Trusts - REITS
Chapter 3: Types of Investing Strategies
Lessons 1 - 6
- Value Investing
- Momentum Investing
- Small, Medium, and Large Company Stocks - Pros & Cons
- Balanced & Diversification Stock Investing Strategies
- Stocks & Bonds Asset Allocation & Periodic Rebalancing
- Dollar Cost Averaging
Chapter 4: Trading versus Investing
Lessons 1 - 7
- What is the differences in Investing & Trading
- Introduction to Day Trading
- Swing Trading a few Days to a few Weeks
- Turning a Swing Trade into an Investment
- Long-Term Buy & Hold - Pros & Cons
What if one of Your Portfolio Stocks becomes a "Dog"
Trading in an IRA or 401k to Delay Taxes until Retirement
Chapter 5: Diversification & Risk Management
Lessons 1 - 6
- Pros & Cons of Diversification
- Pros & Cons of adding to Losing Positions
- Intro to using Inverse ETFs to Protect Portfolios
- Intro to using Options to Protect Portfolios
- Introduction to Index Futures to Protect Portfolios
- Pros & Cons of trying to Hedge your Portfolio
Chapter 6: Fundamental Research Analysis
Lessons 1 - 7
- Comparison of Fundamental to Technical Analysis
- Fundamental Analysis - Competitors, Management, etc.
- Fundamental Analysis - Financial & Valuation Ratios
- Research Analyst Reports on Stocks & the Economy
- Breaking News & how it effects stock prices
- Using YouTube, Reddit, Facebook & other Social Media
- Do your Own Research on Companies you Know and Love
Chapter 7: Basic Technical Analysis
Lessons 1 - 6
- Chart Types: Line, Bar, Candles, Tick, Point & Figure
- Short-Term, Medium-Term & Long-Term Charts
- Determining Support & Resistance Levels & Zones
- Trendline Support & Resistance Trading
- Moving Average Support & Resistance Trading
- Computer Generated Technical Studies Pros & Cons
Chapter 8: Advanced Technical Analysis
Lessons 1 - 7
- Chart Pattern Recognition
- Bullish Patterns & How to Trade Them
- Bearish Patterns & How to Trade Them
- Technical Analysis of Sectors
- Technical Analysis of the Stock Indexes
- Technical Analysis of Global Markets
- Technical Analysis of US Treasury Securities
Chapter 9: What to Buy
Lessons 1 - 6
- Using Fundamental Analysis to Buy or Sell
- Using Free Research to Get Ideas
- How to use News, CNBC, financial publications, 4 ideas
- Using the Schwab, Fidelity & other brokers for research
- Using free Stock Screening Programs
- Using Premium Stock Screening Programs
Chapter 10: When to Buy (Timing)
Lessons 1 - 6
- Technical reasons to Buy
- Support & Resistance Buys
- Moving Average Buys
- Chart Pattern Buys
- Intuition Works - Train your Brain using our Journals
- Using all of the above... when logical & appropriate!
Chapter 11: How to Buy
Lessons 1 - 5
- Market Orders vs Limit Orders
- Stop Orders, Stop Limit Orders & Trailing Stop Orders
- Advanced OCO and other Multi-Step Orders
- Legging Into Positions
- Avoiding common mistakes
Chapter 12: When to Sell (Timing)
Lessons 1 - 6
- Fundamental Reasons to Sell
- Technical Reasons to Sell
- Resistance Level or Zone Sells
- Moving Average Sells
- Chart Pattern Sells
- How to Sell (same as How to Buy...Just Reversed)
Chapter 13: Compounding Wealth in Your Portfolios
Lessons 1 - 4
- Applying Chapters 6 thru 12 to Build Your Portfolio
- The power of Compounding Over a Lifetime
- Put Everything in Retirement Accounts... If Possible
- Using Professionals for Tax & Estate Planning