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panel_start Introduction panel_end

Building a Portfolio

Grow Wealth with Low Risks

Actionable Investment Ideas

panel_start What you’ll learn  panel_end

  • 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