Personal Finance #11-Stock Investment -Equity Investments

Unlocking Financial Success: Mastering Stocks, Equities, and Mutual Funds

What you'll learn

Stock Market Fundamentals: Gain a comprehensive understanding of how the stock market operates, including primary and secondary markets & trading hours

Effective Buying and Selling: Learn the intricacies of buying and selling stocks efficiently, from executing trades to managing your investments effectively.

Investment Goals and Strategies: Develop a strategic approach to stock investing aligned with your personal financial goals and risk tolerance.

Brokerage Account Management: Discover the key elements of managing a brokerage account, including account types, fees, and account maintenance.

Differentiating Investment Approaches: Differentiate between investment and trading strategies, and understand the distinctions between stocks, ETFs, and mutual

Advanced Investment Instruments: Explore advanced investment instruments such as options, futures, and their role in a diversified portfolio.

Corporate Actions Impact: Understand how corporate actions, such as dividends, stock splits, and preferred stock issuance, impact your investment portfolio.

Analyzing Company Financials: Develop the skills to analyze a company's financial position, evaluate stock sectors, and make informed investment decisions.

Technical Analysis Mastery: Dive into technical analysis techniques to identify trends, patterns, and potential investment opportunities in stock trading.

Advanced Stock Concepts: Explore advanced stock concepts like convertible preferred stock, cumulative preferred stock, and earnings per share (EPS).

Financial Metric Proficiency: Master financial metrics including price-to-earnings (P/E) ratio, beta, and book value per share (BVPS)

Valuation Models: Gain expertise in valuation models such as the Dividend Discount Model (DDM) and learn investment strategies like dollar-cost averaging.

Dividend Reinvestment: Discover the benefits of dividend reinvestment plans (DRIP) and their impact on long-term investment growth.

Leveraging Margin and Short Selling: Explore advanced strategies like buying on margin and short selling to maximize investment opportunities.

Global Investment Strategies: Understand international investing using tools like the Capital Asset Pricing Model (CAPM) for diversified portfolios.

Dividend Income Estimation: Calculate crucial financial metrics including dividend yield, forward P/E ratio, and payout ratio.

Portfolio Optimization: Learn to optimize a diversified stock portfolio effectively by applying advanced techniques.

Asset Allocation Strategies: Explore asset allocation strategies for risk management and investment diversification.

Market Analysis: Apply technical and fundamental analysis to make informed investment decisions in varying market conditions.

Risk Management: Develop strategies to manage investment risks, including strategies for income, value, and growth stocks.

Investment Psychology: Understand the psychological aspects of investing and learn to make rational decisions amid market fluctuations.

Investment Regulations: Familiarize yourself with relevant investment regulations and ethical considerations in stock investing.

Requirements

Basic Financial Literacy: A fundamental understanding of financial concepts like income, expenses, assets, liabilities, and budgeting will be beneficial.

Computer Skills: Basic computer skills and access to spreadsheet software (e.g., Microsoft Excel or Google Sheets) for financial calculations and analysis.

Investment Curiosity: A desire to learn and explore the world of stock investing, equity markets, and mutual funds is the most critical prerequisite. An open mindset and willingness to engage with complex financial concepts are essential for success in this course.

Description

Welcome to this comprehensive course designed to empower you with the knowledge and skills required to navigate the intricate world of investing in stocks, equities, and mutual funds.Understanding the Stock Market:Our journey begins with a deep dive into the stock market. You'll gain a profound understanding of both primary and secondary markets, learning how stocks are bought and sold. Explore the fascinating inner workings of various stock exchanges, from their trading hours to their unique characteristics. Gain insight into the psychology of market participants and how market sentiment influences stock prices.Mastering Stock Investing:In this section, we demystify stock investing. Discover what it means to own a share in a company and learn the intricacies of trading stocks. We'll guide you through the process of selling your stock holdings and provide valuable insights into different stock categories, including income, value, and growth stocks. You'll also become well-versed in handling commissions and fees effectively.Exploring Investment Vehicles:Dive into the diverse array of investment options available. Navigate the world of individual stocks, exchange-traded funds (ETFs), and mutual funds. By understanding the unique features of each choice, you'll be equipped to make investment decisions aligned with your financial objectives. Explore how ETFs and mutual funds are structured, how they are traded, and their advantages and disadvantages.Mastering Stock Fundamentals:Develop the skills to analyze a company's financial health confidently. We'll explore both quantitative and qualitative methods for assessing a company's performance. Gain insights into stock sectors and learn how to interpret financial statements with precision. Learn how to conduct comprehensive fundamental analysis, including evaluating a company's income statement, balance sheet, and cash flow statement.Analyzing Stocks Like a Pro:Equip yourself with the tools used by seasoned investors. Unlock the potential of technical analysis and learn how to apply it to your investment strategies. Delve into the implications of corporate actions, such as stock splits and reverse stock splits, to make informed decisions. Learn how to use stock charts, technical indicators, and chart patterns to identify potential investment opportunities.Understanding Preferred Stocks:Venture into the world of preferred stocks. Discover various types, including cumulative, callable, and convertible preferred stocks. Gain insights into perpetual and adjustable-rate preferred stocks, broadening your investment horizons. Explore how preferred stocks differ from common stocks and bonds, and how to evaluate their suitability for your portfolio.Performance Evaluation and Risk Management:Learn to navigate stock valuation complexities. Master the art of calculating key metrics like Price-to-Earnings (P/E) ratios, Price/Earnings-to-Growth (PEG) ratios, and Beta. Dive deep into the Dividend Discount Model (DDM) to assess stock values accurately. Understand how to assess the risk associated with individual stocks and build a diversified portfolio to manage risk effectively.Strategies for Savvy Investing:Explore essential investment strategies like dollar-cost averaging and value averaging. Dive into Dividend Reinvestment Plans (DRIPs) and gain an in-depth understanding of buying on margin and short selling to make well-informed investment decisions. Learn about different investment styles, including value investing, growth investing, and income investing, and how to apply them to your portfolio.Global Investment Perspectives:Expand your investment horizons globally. Dive into the International Capital Asset Pricing Model (CAPM) and discover how to estimate dividend income effectively in a global context. Understand the factors that influence international stock markets and how to assess opportunities and risks when investing internationally.Calculating Returns with Precision:Unlock the secrets of investment returns. Learn how to calculate dividends, earnings per share (EPS), and the price-earnings ratio (P/E ratio) with precision. Explore various methods for projecting future returns with confidence. Understand the concept of total return and how it can impact your investment decisions.Join Us on a Journey to Financial Prosperity:This comprehensive course caters to both beginners and those with prior investment knowledge. Whether you aspire to build wealth, seek to grasp the intricacies of financial markets, or enhance your investment skills, this course is your gateway to success.Embark on a Path to Investment Expertise:Get ready to embark on a path toward financial prosperity and investment expertise. Enroll now and take the first step toward securing your financial future. Don't miss this opportunity to master the art of investing in stocks and mutual funds and gain the financial knowledge you need for a successful future. Start your journey today!

Overview

Section 1: PP-Stock Investment -Equity Investments

Lecture 1 12010 Stock Market

Lecture 2 12020 Primary and Secondary Markets

Lecture 3 12030 How to Buy and Sell Stocks

Lecture 4 12040 Trading Hours

Lecture 5 12050 Stock Exchanges

Lecture 6 12060 Stock Investing Introduction

Lecture 7 12070 What Owning Stock Means

Lecture 8 12080 Trading a Stock

Lecture 9 12090 Selling Stock

Lecture 10 12100 Income, Value, and Growth Stocks

Lecture 11 12110 Stock Commissions and Fees

Lecture 12 12120 Brokerage Account

Lecture 13 12130 Investing vs. Trading

Lecture 14 12140 Stock vs. ETF

Lecture 15 12150 Mutual Fund vs Stock

Lecture 16 12160 ETF vs. Mutual Fund

Lecture 17 12170 Options and Futures

Lecture 18 12190 Investment Returns Calculation

Lecture 19 12200 Corporate Actions

Lecture 20 12210 Dividends

Lecture 21 12220 Fundamentals of Stock

Lecture 22 12240 Stock Sectors

Lecture 23 12250 Analyze a Company's Financial Position

Lecture 24 12260 Technical Analysis

Lecture 25 12270 Stock Split

Lecture 26 12280 Reverse Stock Split

Lecture 27 12290 Preferred Stock

Lecture 28 12300 Convertible Preferred Stock

Lecture 29 12310 Cumulative Preferred Stock

Lecture 30 12320 Perpetual Preferred Stock

Lecture 31 12330 Callable Preferred Stock

Lecture 32 12340 Adjustable-Rate Preferred Stock (ARPS)

Lecture 33 12360 Participating Preferred Stock

Lecture 34 12370 Earnings Season

Lecture 35 12380 Earnings Per Share (EPS)

Lecture 36 12400 Diluted Earnings per Share (Diluted EPS)

Lecture 37 12410 Cash Earnings Per Share (Cash EPS)

Lecture 38 12420 Dividend Yield

Lecture 39 12430 Forward Dividend Yield

Lecture 40 12440 Price-to-Earnings (P E) Ratio

Lecture 41 12450 Forward Price-to-Earnings (Forward P E)

Lecture 42 12460 Beta

Lecture 43 12470 Book Value Per Share (BVPS)

Lecture 44 12480 Dividend Discount Model – DDM

Lecture 45 12490 Dollar-Cost Averaging

Lecture 46 12500 Value Averaging

Lecture 47 12520 Dividend Reinvestment Plan (DRIP)

Lecture 48 12530 Buying on Margin

Lecture 49 12540 Short Selling

Lecture 50 12550 International Capital Asset Pricing Model (CAPM)

Section 2: Practice Probs. - Stocks – Equity Investing

Lecture 51 OneNote Resource

Lecture 52 12010 Dividend Income Estimation

Lecture 53 12011 Book Value Per Share

Lecture 54 12020 Calculating Dividend Payments

Lecture 55 12040 Dividends & Gains on Investment Calculation

Lecture 56 12070 Earnings Per Share & Price Earnings Ratio

Lecture 57 12112 Even Investment Stock Portfolio Calculation

Lecture 58 12210 Stock Price Calculation Assuming Constant Dividends & No Growth

Lecture 59 12220 Stock Price Calculation Assuming Constant Growth & Dividends

Lecture 60 12230 Estimated Future Dividends & EPS

Lecture 61 12240 Estimated Stock ROI Assuming Constant Dividends & Growth

Lecture 62 12260 Preferred Stock Current Yield & Price Calculation

Lecture 63 12270 Stock Split vs Stock Dividends

Lecture 64 12280 Dividend Yield, EPS, PE, & Payout Ratio

Section 3: Excel Probs. - Stocks – Equity Investing

Lecture 65 12010 Dividend Income Estimation

Lecture 66 12011 Book Value Per Share

Lecture 67 12020 Calculating Dividend Payments

Lecture 68 12040 Dividends & Gains on Investment Calculation

Lecture 69 12070 Earnings Per Share & Price Earnings Ratio

Lecture 70 12112 Even Investment Stock Portfolio Calculation

Lecture 71 12210 Stock Price Calculation Assuming Constant Dividends & No Growth

Lecture 72 12220 Stock Price Calculation Assuming Constant Growth & Dividends

Lecture 73 12230 Estimated Future Dividends & EPS

Lecture 74 12240 Estimated Stock ROI Assuming Constant Dividends & Growth

Lecture 75 12260 Preferred Stock Current Yield & Price Calculation

Lecture 76 12270 Stock Split vs Stock Dividends

Lecture 77 12280 Dividend Yield, EPS, PE, & Payout Ratio

Section 4: PP-Funds

Lecture 78 13030 Open-End Fund

Lecture 79 13040 Net Asset Value (NAV)

Lecture 80 13050 Load Fund

Lecture 81 13060 No-Load fund

Lecture 82 13070 Management fee

Lecture 83 13080 12b-1 fees

Lecture 84 13090 Expense Ratio

Lecture 85 13100 Type of Mutual Funds Overview

Lecture 86 13110 Money Market Funds

Lecture 87 13120 Bond Funds

Lecture 88 13130 Balanced Funds

Lecture 89 13140 Stock funds

Lecture 90 13150 International funds

Lecture 91 13160 Sector & specialty funds

Lecture 92 13170 Aggressive Growth Fund

Lecture 93 13180 Growth Fund

Lecture 94 13190 Income Fund

Lecture 95 13200 Small-Cap

Lecture 96 13210 Midcap Fund

Lecture 97 13220 Large Cap (Big Cap)

Lecture 98 13230 Global Fund

Lecture 99 13240 Regional Fund

Lecture 100 13250 International Fund

Lecture 101 13260 Index Funds

Lecture 102 13270 Sector Fund

Lecture 103 13280 Socially Responsible Mutual Funds

Lecture 104 13290 Asset Allocation Fund

Lecture 105 13300 Balanced Fund

Lecture 106 13310 Fund of Funds (FOF)

Lecture 107 13320 Life-Cycle Fund

Lecture 108 13340 Family of Funds

Section 5: Practice Probs. – Mutual Funds

Lecture 109 OneNote Resource

Lecture 110 13010 Mutual Fund Net Asset Value Per Share

Lecture 111 13020 Mutual Fund Commission Load Front End Load

Lecture 112 13030 Mutual Fund Contingent Deferred Sales Load

Lecture 113 13110 Mutual Fund Gain Loss Calculation

Lecture 114 13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution

Lecture 115 13111 Mutual Fund Periodic Investment Average Cost Calculation

Section 6: Excel Probs. – Mutual Funds

Lecture 116 13010 Mutual Fund Net Asset Value Per Share

Lecture 117 13020 Mutual Fund Commission Load Front End Load

Lecture 118 13030 Mutual Fund Contingent Deferred Sales Load

Lecture 119 13110 Mutual Fund Gain Loss Calculation

Lecture 120 13111 Mutual Fund Gain Loss, Dividend Income, & Capital Gain Distribution

Lecture 121 13111 Mutual Fund Periodic Investment Average Cost Calculation

Beginners: If you are new to the world of investing, this course provides a solid foundation. It starts with the basics and gradually progresses to more advanced topics, ensuring that newcomers can follow along and build confidence in their investment decisions.,Individual Investors: If you're an individual looking to grow your wealth through stock investments and mutual funds, this course offers practical insights, strategies, and tools to help you make informed choices.,Experienced Investors: Even if you have some experience in investing, this course can serve as a valuable refresher and provide you with new perspectives and strategies to optimize your investment portfolio.,Financial Professionals: Financial advisors, planners, and professionals in the finance industry can benefit from this course by gaining a deeper understanding of stock markets, equity investments, and mutual funds. It can enhance their ability to assist clients with investment decisions.,Anyone Seeking Financial Literacy: If you want to improve your financial literacy and make more informed decisions about your investments, retirement planning, or wealth management, this course offers valuable knowledge and tools.,Curious Learners: If you have a general interest in finance and want to explore the concepts and workings of the stock market, equity investments, and mutual funds, this course provides an accessible and engaging learning opportunity.