The Complete Investor Bootcamp 2022

The Key to Successful, Profitable, and Sustainable Future? Investing. (Learn How to Make Money in the Stock Market)

What you'll learn
How to read a company’s summary page on Yahoo Finance
Download historical stock prices
Calculate rates of return and volatility measures
Compare the risk and return profiles of different securities
Calculate risk and return of a portfolio of stocks
Understand the concepts of correlation and diversification
Build the efficient frontier in Excel/Google Sheets
Discover how to download a company’s annual 10-K report and how to read it
Understand the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models
Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha
You will also master fundamental valuation concepts such as fair and market value
Distinguish between public and private equity securities
Compare the market and book value of equities
Calculate the intrinsic value of a stock using the Dividend discount model
Explain why we use price multiples to value equity securities
Perform industry analysis
Use the industry life cycle model
Define primary and secondary markets
We will also calculate and interpret the value, price, and total return of an index
Contrast the different weighting methods used in index construction
Summarize the factors that affect market efficiency
Characterize behavioral finance and its relevance to understanding market anomalies
Review the principles of technical analysis
Examine common chart patterns
Requirements
No prior knowledge is required
A spreadsheet tool: Microsoft Excel (any version) or Google Sheets
Description
What are your financial goals?Do you want to supplement your traditional income?Are you planning for an early retirement?And ultimately, do you strive for financial freedom?On the way to achieving financial success, there are very few things that are as important as an in-depth understanding of where and how to invest.Don’t leave your cash sitting in the bank just because the stock market feels too sophisticated.Whilst investment manager and mutual fund fees can be very expensive at times, you shouldn’t let this stand in your way.To get ahead of the game, you can now learn how to invest on your own. Become a prepared investor who understands how the stock market functions.You don’t need to be an expert in the field of finance. This course will help you unravel the defining concepts of financial markets, right from the get-go. You will learn about value investing and how to measure the performance of stocks, indexes, mutual funds, and ETFs.We will explain different risk measures, and you will get to know how to be a disciplined investor who is aware of the underlying volatility on the market. That way, you will be better able to earn a living with none of the guessing games and uncertainty.Put your resources to work and get a clear idea of what kind of investments are available to you today.This course aims at developing your financial skills and aptitude. The key thing to remember is that there is no magic bullet for making six- and seven-figure profits overnight. This isn’t realistic and you should not trust anyone promising you such outcomes. It’s all about governing your money properly!What we will do together is cover some very important topics that will build a solid foundation for becoming knowledgeable enough to invest in the stock market. Using your own analysis and forming your own ideas are two of the main skills you will acquire along the way.In this course, you will also learn how to:- Download financial data and interpret the data available in different financial sources- Calculate rates of return and volatility measures- Understand the concepts of correlation and diversification- Interpret the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models- Build the efficient frontier in Excel- Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha- Distinguish between public and private equity securities- Compute the intrinsic value of a stock using the Dividend discount model- Use the industry life cycle model- Define primary and secondary markets- Calculate and interpret the value, price, and total return of an index- Contrast the different weighting methods used in index construction- Characterize behavioral finance and its relevance to understanding market anomalies- Review the principles of technical analysis, and examine common chart patterns- Describe the different types of investors, and consider the various aspects of the asset management industryDon’t forget that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are sure the course will provide tons of value for you?Go ahead and subscribe now! Acquire these skills and leap at the opportunity to set yourself apart from the crowd. Take no chances when planning for your future! Let's start learning together today!

Overview

Section 1: What Does the Course Cover?

Lecture 1 What Does the Course Cover?

Lecture 2 How to Calculate Fair Value In Just 4 Minutes

Section 2: Practical Concepts

Lecture 3 Introduction

Lecture 4 A Guide to Yahoo Finance (Part 1)

Lecture 5 A Guide to Yahoo Finance (Part 2)

Lecture 6 How to Download Historical Price Data in Excel (Yahoo Finance)

Lecture 7 How to Download Historical Price Data in Excel (Google Finance)

Lecture 8 Formatting a Spreadsheet

Lecture 9 How to Download Financials

Lecture 10 Stock vs. Index Fund Investing

Lecture 11 The Most Popular Stock Indexes and Their Composition

Section 3: Finance Fundamentals

Lecture 12 How to Calculate Rates of Return

Lecture 13 How to Calculate Rates of Return (Excel)

Lecture 14 Mean, Variance and Covariance of Asset Returns

Lecture 15 Variance and Standard Deviation of Returns (Excel)

Lecture 16 Covariance and Correlation Between Two Stocks (Excel)

Lecture 17 Portfolio Risk and Return

Lecture 18 Portfolio Risk and Return (Excel)

Lecture 19 Risk Aversion

Lecture 20 Risk Aversion (Implications)

Lecture 21 Risk Aversion (Practice questions)

Lecture 22 Risk Aversion (Practice questions)_Answers with explanations

Section 4: Interaction Between Assets

Lecture 23 Major Asset Classes

Lecture 24 Historical vs Expected Returns

Lecture 25 The Correlation Coefficient

Lecture 26 Investment Opportunity Set

Lecture 27 Minimum-Variance Frontier

Lecture 28 Minimum-Variance Frontier (Excel)

Lecture 29 Capital Allocation Line

Lecture 30 Optimal Risky Portfolio (Excel)

Lecture 31 Capital Allocation Line (Excel)

Lecture 32 Optimal Investor Portfolio

Section 5: Portfolio Risk and Return

Lecture 33 Two-fund Separation Theorem

Lecture 34 CAL vs. CML

Lecture 35 Systematic vs. Unsystematic Risk

Lecture 36 Return-generating Models

Lecture 37 Calculate and Interpret Beta

Lecture 38 Regression analysis

Lecture 39 How to Calculate Beta in Excel

Lecture 40 Capital Asset Pricing Model (CAPM)

Lecture 41 Security Market Line (SML)

Lecture 42 Expected Return (CAPM)

Lecture 43 CAPM (Applications)

Lecture 44 Sharpe Ratio and M2 Ratio

Lecture 45 Treynor Ratio and Jensen’s Alpha

Lecture 46 Performance Measures (Example)

Section 6: Overview of Equity Securities

Lecture 47 Equity Securities (Characteristics)

Lecture 48 Voting Rights

Lecture 49 Private vs. Public Equity

Lecture 50 Non-domestic Stocks

Lecture 51 Equity (Risk and Return)

Lecture 52 The Role of Equity in Company Financing

Lecture 53 Market vs Book Value of Equity

Lecture 54 Return on Equity

Lecture 55 Cost of Equity

Section 7: Introduction to Industry and Company Analysis

Lecture 56 Industry Analysis

Lecture 57 Industry Classification Systems

Lecture 58 Commercial Industry Classification Systems

Lecture 59 Governmental Industry Classification Systems

Lecture 60 Cyclical vs. Non-cyclical Firms

Lecture 61 Peer Group Analysis

Lecture 62 Industry Analysis (Elements)

Lecture 63 Strategic Analysis (Principles)

Lecture 64 Barriers to Entry

Lecture 65 Industry Concentration

Lecture 66 Industry Capacity

Lecture 67 Industry Life-cycle Model

Lecture 68 Representative Industries (Characteristics)

Lecture 69 Industry Growth, Profitability, and Risk (External Influences)

Lecture 70 Company Analysis (Elements)

Lecture 71 Practice Questions

Lecture 72 Practice Questions (Answers and Explanations)

Section 8: Market Organization and Structure

Lecture 73 Financial System (Functions)

Lecture 74 Financial System (Purposes)

Lecture 75 Equilibrium Interest Rate

Lecture 76 Asset Classification

Lecture 77 Security Types

Lecture 78 Pooled Investment Vehicles

Lecture 79 Currencies

Lecture 80 Derivative Contracts

Lecture 81 Real Assets

Lecture 82 Financial Intermediaries

Lecture 83 Dealers

Lecture 84 Depository Institutions

Lecture 85 Insurance Companies

Lecture 86 Arbitrageurs

Lecture 87 Clearinghouses and Custodians

Lecture 88 Long and Short Position

Lecture 89 Short Position

Lecture 90 Leveraged Position

Lecture 91 Leverage Ratio

Lecture 92 Margin Call

Lecture 93 Trade Order

Lecture 94 Execution Instructions

Lecture 95 Validity Instructions

Lecture 96 Clearing Instructions

Lecture 97 Primary vs. Secondary Market

Lecture 98 Initial Public Offering (IPO)

Lecture 99 Other Primary Market Transactions

Lecture 100 Secondary Market Structures

Lecture 101 Execution Mechanisms

Lecture 102 Market Information Systems

Lecture 103 Characteristics of a Well-functioning Financial System

Lecture 104 Market Regulation

Lecture 105 Practice Questions

Lecture 106 Practice questions (answers and explanations)

Section 9: Security Market Indexes

Lecture 107 Security Market Index

Lecture 108 Price and Total Return

Lecture 109 Single-period Total Return

Lecture 110 Index Value (Multiple Time Periods)

Lecture 111 Index Construction and Management

Lecture 112 Index Weighting

Lecture 113 Equal Weighting

Lecture 114 Market-capitalization Weighting

Lecture 115 Float-adjusted Market-capitalization Weighting

Lecture 116 Fundamental Weighting

Lecture 117 Price-weighted Index (Value and Return) in Excel

Lecture 118 Market-capitalization-weighted Index (Value and Return) in Excel

Lecture 119 Equal-weighted Index (Value and Return) in Excel

Lecture 120 Index returns (Excel)

Lecture 121 Index Rebalancing

Lecture 122 Market Indexes (Applications)

Lecture 123 Equity Index Types

Lecture 124 Fixed-Income Index Types

Lecture 125 Alternative Investment Index Types

Lecture 126 Security Market Indexes (Comparison)

Lecture 127 Practice Questions

Lecture 128 Practice Questions with Answers

Section 10: Market Efficiency

Lecture 129 Market Efficiency

Lecture 130 Market vs. Intrinsic Value

Lecture 131 Market Efficiency: Factors

Lecture 132 Market Efficiency Forms

Lecture 133 Market Efficiency Forms (Implications)

Lecture 134 Market Anomalies

Lecture 135 Market Anomalies (Types)

Lecture 136 Momentum and Overreaction Anomalies

Lecture 137 Cross-Sectional Anomalies

Lecture 138 Other Market Anomalies

Lecture 139 Behavioral Finance

Section 11: Technical Analysis

Lecture 140 Technical Analysis - Principles, Applications, Assumptions

Lecture 141 Charts Used in Technical Analysis

Lecture 142 Other Tools Used in Technical Analysis

Lecture 143 Trend, Support and Resistance Lines

Lecture 144 Common Chart Patterns

Lecture 145 Price Indicators

Lecture 146 Momentum Oscillators

Lecture 147 Non-price Based Indicators

Lecture 148 Technical Analysis – Cycles

Lecture 149 Intermarket Analysis

Section 12: Portfolio Management: An Overview

Lecture 150 Portfolio Approach

Lecture 151 Portfolio Management Process

Lecture 152 Types of Investors

Lecture 153 DB and DC plans

Lecture 154 The Asset Management Industry

Lecture 155 Mutual Funds

Lecture 156 SMAs and ETFs

Lecture 157 Hedge Funds

Lecture 158 Private Equity

Lecture 159 Practice Questions

Lecture 160 Practice Questions with Answers

Section 13: Equity Valuation: Concepts and Tools

Lecture 161 Market vs. Intrinsic Value

Lecture 162 Equity Valuation Models (Categories)

Lecture 163 Dividend Payments

Lecture 164 Dividend Payment Chronology

Lecture 165 Dividend Discount Model (DDM)

Lecture 166 Free-cash-flow-to-equity Model

Lecture 167 Required Rate of Return (Common Equity)

Lecture 168 Fundamental Value of Preferred Stock

Lecture 169 Gordon Growth Model

Lecture 170 Multistage Dividend Discount Model

Lecture 171 Present Value Models-Overview

Lecture 172 Multiplier Model

Lecture 173 Common Price Multiples

Lecture 174 Price Multiples Based on Fundamentals

Lecture 175 Price Multiples Based on Comparables

Lecture 176 Enterprise Value Multiples

Lecture 177 Asset-based Valuation Model

Lecture 178 Equity Valuation Models-Strengths and Weaknesses

Lecture 179 Practice questions

Lecture 180 Practice Questions with Answers

Beginner investors,Individuals interested in investments,Investors who want to learn hands-on analysis techniques in Excel/Google Sheets,People who want to pursue financial freedom,Individuals who want to pursue a passive income lifestyle,Anyone interested in stock markets and financial securities