How To Invest In Stocks, Mutual Funds & Etfs For Beginners

Learn to Invest in the Stock Market, Choose Stocks and ETFs, Place Orders to Buy and Sell Shares, Read a Stock Chart

What you'll learn
Research and select stocks for a personal investment portfolio.
Enter market and limit orders to control the price you pay for stocks.
Understand financial services companies, funds and fund families.
Make informed choices about how to use dividend payments; cash or reinvestment?
Understand the benefits and risks of lump sum investing vs dollar cost averaging.
Read a candlestick chart.
Enter a trailing stop order to protect your profits.
Meet The Fearless Girl and The Charging Bull.
Requirements
Have at least some understanding of the stock market and related terminology.
Recommend Completion of Level One, Novice Investors Guide to the Stock Market
Set up an individually-managed brokerage account where you can buy and sell shares of stock.
Or have a paper trading account where you can practice buying and selling.
Description
Are you ready to take charge of your own investment accounts?  Make informed decisions about how to manage your money and let it work for you.  Know what questions to ask and learn basic research skills to understand the companies in which you are considering investing. Feel more confident choosing stocks, mutual funds and ETFs (Exchange Traded Funds).  Understand bulls, bears and corrections and why a correction can be a great time to buy.  Protect your investments with diversification, by wisely selecting your own investments or by buying diversified funds.  Know which stocks pay a dividend and the importance of dividend dates, including declaration, ex-dividend and payment dates.  Decide whether you will take your dividends in cash or use them to re-invest in shares of the company that pays them.  Use your knowledge to decide not only what to buy, but when to buy. Read a stock chart, look at trends, and decide whether lump sum investing or dollar cost averaging is right for you.  Enjoy several case studies with examples of investors who are making the kinds of decisions you will be making.  See the relationships between investment companies, fund managers and brokerage services.  Sometimes the names seem the same when the services are not!  Finish this course as a stronger, more knowledgeable investor.  Then, after you gain some investing experience, I hope you will join our Novice Options Traders program and safely take your investing to the next level.

Overview

Section 1: Introduction

Lecture 1 Welcome | Ready to Make Decisions

Lecture 2 Course Overview

Section 2: Choosing Stocks

Lecture 3 Bulls Bears and Corrections

Lecture 4 Questions to Ask Yourself

Lecture 5 Researching a Stock

Lecture 6 Diversification | Donna's Portfolio

Lecture 7 Risk Tolerance | My Risk With Shopify

Section 3: When to Buy, How Much to Pay, Charts

Lecture 8 Sage Advice

Lecture 9 Dividends and Dividend Payment Dates

Lecture 10 Lump Sum Investing vs Dollar Cost Averaging

Lecture 11 Reading a Chart | Jackie; KO, WBA and T

Lecture 12 Candlesticks

Lecture 13 Price Support and Resistance

Section 4: Orders to Buy and Sell Stocks

Lecture 14 Market vs Limit Orders (Alyssa buys KO)

Lecture 15 Sell with Trailing Stop Orders (Francine)

Lecture 16 Deciding to Sell: My Shopify Stock

Lecture 17 Short term/long term capital gains taxes

Section 5: Mutual Funds and Exchange Traded Funds

Lecture 18 Funds

Lecture 19 Fund Families, Managers and Financial Services Corporations

Lecture 20 Mutual Funds and ETFs

Lecture 21 Personal Reflection and Sharing

Section 6: The Fearless Girl and the Charging Bull

Lecture 22 What is the Fearless Girl?

Lecture 23 The Charging Bull as a Symbol of The Stock Market

Lecture 24 Conclusion | Next Steps

Novice investors who are ready to invest.,Investors wanting to make more informed choices about their stock market purchases.,Investors who want to speak confidently with a financial advisor.