panel_start Introduction panel_end

Building a Portfolio

Grow Wealth with Low Risks

Actionable Investment Ideas

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• Have complete understanding and confidence when investing in the Stock Market. 
• Apply best practices and techniques to make better stock choices. 
• Use Basic & Advanced Stock Screeners so you can narrow the choices to the best stocks for you. 
• Use Qualitative Research and Quantitative Ratios in an easy to use manner.
• Apply key stock investing strategies such as investing in Dividend Paying Stocks, Growth Stocks, Value Stocks, Stocks that have future Growth At A Reasonable Price (GARP) and more. 
• Determine whether an Online Discount Broker, Full-Service Broker, Financial Planner, Robo-Financial Planner or other service to place stock orders is right for them. 
• Place actual orders such as Market Orders, Stops Loss Order, Limit Orders, etc… 
• Determine how risky or volatile a Stock, Mutual Fund, or Exchange Traded Fund (ETF) using established metrics such as Standard Deviation and Beta and how to find the information so no calculations are required. 
• Pick Individual Stocks, Stock Mutual Funds, and Exchange Traded Funds for their investment portfolio. 

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Understanding Risk with the stock market 

• Investing vs. Trading vs. Gambling 
• Pair Stock Risk With Your Own Personal View Of Risk 
• Standard Deviation 
• Broader Risk Categories: Systemic And Un-Systemic Risk​ 

What To Buy:

Individual Stocks, Stock Mutual Funds, & ETF: Exchange Traded Funds 

• Individual Stocks: Building a Portfolio
• Stock Mutual Funds 
• Active vs. Index Stock Mutual Funds 
• ETF: Exchange Traded Funds 
• Using The Mutual Fund Style Box To Select Funds 
• Mutual Fund Expenses 
• Compare Some Mutual Funds Expenses Demo With Real Funds 

Evaluate Stocks With Fundamental Analysis 

• Key Financial Ratios When Buying Stocks 
• Stock Ratio Categories 
• Valuation: Price Earning (P/E) 
• Valuation: Price To Earnings Growth (PEG) 
• Valuation: Price To Sales (P/S) 
• Valuation: Price To Book (P/B) 
• Valuation: Dividend Yield 
• Valuation: Dividend Payout 
• Profitability: Return On Assets (ROA) 
• Profitability: Return On Equity (ROE) 
• Profitability: Profit Margin 
• Liquidity: Current And Quick Ratio 
• Debt: Debt To Equity 
• Debt: Interest Coverage 
• Efficiency: Asset Turnover 
• Efficiency: Inventory Turnover 
• Analyzing Ratio Demo With Real Companies 

Demonstration & Technical Analysis