A Free Class for Building Wealth

What you will learn

Examine the major prudent, long-term investment alternatives with the goal of building wealth slowly and steadily.

Identify the roles of risk and return in the investment decision-making process.

Explore and utilize time-tested investment valuation techniques to help “tilt the odds in your favor” toward successful, prudent long-term investing.

Decide whether you want to be a prudent, long-term investor or a short-term speculator/trader. (Hint: You want to be a prudent, long-term investor.)

Description

Learning to invest prudently, wisely, patiently, with an eye toward long-term growth of capital and income is easy. We can show you how. (Short-term speculation, also known as trading, is difficult and dangerous. We can’t help you learn how to be a successful trader. Sorry.) Join us on our grand adventure as we learn how to build wealth and, at the same time, help raise the standard of living for everyone on the globe.

You may be asking, “I can be a successful investor?” The simple answer is, “Yes, you can.” You do not need any prior investment experience to take this class. You don’t have to be a genius or a technology whiz. There is no advanced math, only simple arithmetic that any 99¢ calculator can perform. The concepts, techniques, and skills, while extensive at times, are not difficult. The research is relatively painless. As the famed investor, Mr. Warren Buffett, has been quoted as saying, “Investing is simple … but it ain’t easy.” What? Why? How? Mr. Buffett is referring to the fact that there are two parts to the world of investments. The simple part is the intellectual part, the cognitive part. Read, listen, watch, study the material, spend some time doing the research and the assignments, and you should find that the concepts, techniques, and skills are actually very straightforward. The “ain’t easy” part is the emotional part of investing. We will spend a great deal of time doing our best to help you learn techniques, tricks, and tips that should help you succeed with the emotional part of investing, but again, as Mr. Buffett says, “it ain’t easy!” We are only human. And we humans have a difficult time dealing with our emotions.


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Are you ready? Good! Let’s get started with a very simple but important question: What Is an Investment?

English
language

Content

Introduction, Overview, and Risk versus Return

Welcome to Introduction to Investments!
What is an Investment?
An Overview of the Investment Universe
The Eternal Struggle of Risk versus Return
Short-term Investments: A Place to Park Your Money

Mutual Funds: Investments for the Masses

Mutual Funds: Investments for the Masses
Introduction to Mutual Funds: Investments for the Masses
Fees, Expenses, and Class Shares, Oh My!
Types of Mutual Funds – The Mutual Fund Scramble Sheet
The Great Debate: Passive Versus Active Management
Fund Families and a Sample Mutual Fund – “So How Do I Pick a Mutual Fund?!”

Introduction to Stocks

Introduction to Stocks
Introduction to Stocks – Historical Returns – Advantages and Disadvantages
The Stock Market
Stock Transactions, Transaction Costs, and Stock Quotes
The Differences between Brokers and Dealers / Market Makers
Stock Averages and Indexes, Volatility Re-examined
Stock Characteristics and Measurements
Types of Stocks, Growth versus Value, and Market Capitalization
Stock Investment Strategies

Fundamental Analysis: Valuation Models

Fundamental Analysis: Valuation Models
Introduction to Valuation Models
Dividend Discount Models
Discounted Cash Flow Model
The Value Line: All the Financial News That’s Fit to Print

Fundamental Analysis: Financial Statements and Ratio Analysis

Fundamental Analysis: Financial Statements and Ratio Analysis
Financial Statements & Ratio Analysis
Financial Statements and Ratio Analysis – Continued

Market Efficiency Theory: “Who Can Beat the Market?”

Market Efficiency Theory: “Who Can Beat the Market?”
The Efficient Market Theory, Bubbles/Manias, and Crashes/Panics
Investor Psychology, Active vs Passive Revisited, All Stars, and Famous Myths

Technical Analysis: Reading Squiggles on a Screen

Technical Analysis: Reading Squiggles on a Screen
Technical Analysis: Reading Squiggles on a Computer Screen

Introduction to Bonds

Introduction to Bonds
Introduction to Bonds, Bonds and Interest Rates
Types of Bonds, Bond Ratings and Quotes

Bond Prices and Yields

Bond Prices and Yields
Bond Yield Calculations
The Yield Curve and Bond Valuation

Hybrid Securities: Preferred Stock and Convertible Securities

Hybrid Securities: Preferred Stock and Convertible Securities
Hybrid Securities: Preferred Stock and Convertible Securities

Portfolio Diversification and Asset Allocation

Portfolio Diversification and Asset Allocation
Portfolio Diversification and Asset Allocation

Options Contracts

Options Contracts
Stock Options – Calls and Puts
Options Characteristics; The Break-even Point
Options Strategies; Covered Calls and Naked Puts
Employee Stock Options and Final Comments about Options

Futures Contracts

Futures Contracts
Futures Contracts

Buying on Margin and Selling Short

Buying on Margin and Selling Short
Buying on Margin
Selling Short

Hard Assets: Precious Metals, Art, and Collectibles

Hard Assets: Precious Metal, Art, and Collectibles
Hard Assets: Precious Metals, Art, and Collectibles

Cryptocurrencies and NFTs

Cryptocurrencies and NFTs
Cryptocurrencies and NFTs

Real Estate and Real Estate Investments Trusts (REITs)

Real Estate and Real Estate Investment Trusts (REITs)
Real Estate and Real Estate Investments Trusts (REITs)

Brokerage Firms, Account Types, and Annuities

Brokerage Firms, Account Types, and Annuities
Brokerage Firms, Account Types, and Annuities

Starting a Business: The Ultimate Investment

Starting a Business: The Ultimate Investment
Starting a Business: The Ultimate Investment

Bonus Lecture

Bonus Lecture