Investing Success

Learn insights to investing in stocks, bonds, mutual funds, real estate, ETF for retirement from a millionaire investor.

Last updated 2022-01-10 | 4.6

- Understand key investing concepts and how they can be applied in a real world setting.
- How to make good choices when markets are up and when markets are down
- Invest in company stocks with an understanding of the advantages
- disadvantages and risks that are involved.

What you'll learn

Understand key investing concepts and how they can be applied in a real world setting.

How to make good choices when markets are up and when markets are down

Invest in company stocks with an understanding of the advantages

disadvantages and risks that are involved.

Invest in Bonds with an understanding of the advantages

disadvantages and risks that are involved.

Understand how cash investments fit in an overall portfolio.

Invest in real estate with an understanding of the advantages

disadvantages and risks that are involved.

Understand Active and Index mutual fund strategies.

Evaluate mutual funds in terms of risk.

Comprehend the similarities and differences of Exchange Traded Funds (ETF) compared to mutual funds.

Choose from core investment strategies such as value or contrarian investing

growth investing

and technical analysis.

Avoid the dangerous investment mistakes that can really damage your results.

Describe many different investment types from Mutual Fund Types

Stock Types

and Bond Types.

Determine if a Real Estate Investment Trust (REIT) is a good alternative for them.

Understand Capital Gains and Capital Losses.

Know the advantages and disadvantages of alternative investments such as investing in Precious Metals (Gold/Silver) and Collectibles.

Apply key action steps to reach your investment goals.

* Requirements

* There are no prerequisites for the course or prior investment knowledge required just a desire to learn about investing and take control of your future.

Description

Understand key investing concepts and how they can be applied in a real world setting.
How to make good choices when markets are up and when markets are down
Invest in company stocks with an understanding of the advantages, disadvantages and risks that are involved.
Invest in Bonds with an understanding of the advantages, disadvantages and risks that are involved.
Understand how cash investments fit in an overall portfolio.
Invest in real estate with an understanding of the advantages, disadvantages and risks that are involved.
Understand Active and Index mutual fund strategies.
Evaluate mutual funds in terms of risk.
Comprehend the similarities and differences of Exchange Traded Funds (ETF) compared to mutual funds.
Choose from core investment strategies such as value or contrarian investing, growth investing, and technical analysis.
Avoid the dangerous investment mistakes that can really damage your results.
Describe many different investment types from Mutual Fund Types, Stock Types, and Bond Types.
Determine if a Real Estate Investment Trust (REIT) is a good alternative for them.
Understand Capital Gains and Capital Losses.
Know the advantages and disadvantages of alternative investments such as investing in Precious Metals (Gold/Silver) and Collectibles.
Apply key action steps to reach your investment goals.

Course content

14 sections • 128 lectures

Introduction 6 lectures

Introduction Preview 04:56

Course overview and learn best practices on how to complete the course and ask questions!

Instructor Proof: Investment & Udemy Teaching Success-Goal is to help you! Preview 2 pages

While not super comfortable sharing a few financial statements, I know when I choose a Udemy course I look for instructors who have experience and proven success in what they teach. I feel very blessed to have this successful experience as I started with nothing. Very glad and thankful that I can share my expertise with you in this course.

Also, I love sharing what students and Udemy have said about me and very grateful for everyone in my courses. I strive to do my best in every lesson for you.

Thank you.

Steve B

Time Horizon: Your New Best Friend Preview 09:20

Time heals all wounds and in investing time can make all the differance.

Importance Of Having An Investment Motto (Philosophy) Preview 05:50

Important to have a philospohy or motto to fall back on when markets are down or feel good about when your investments and markets are up. Learn about the instructors motto that has guided him for many years of success and see examples of others as you develop your own philosphy.

The 3-Legged Investment Stool Is Broken! Preview 11:03

Many investors have relied on a 3-legged model for many years where you can expect to receive future income from. This lesson shows how two of the legs are really struggling and unreliable for most of us (Government Programs and Employer Pensions) and why we need to rely more on the 3rd leg and also beware of new 4th and 5th leg models.

Quiz: Introduction

Key Investing Concepts 13 lectures

Compounding And What Albert Einstein Knew Preview 06:22

Compounding and time is powerful in a scientific manner that Einstein recognized and almost magical for us regular investors. See examples of how compunding can work in this lesson.

Diversification Preview 05:37

Learn how to manage risk through a variety of assets and not put all your eggs in one basket.

Liquidity Preview 08:57

I want my money now is at the heart of liquidity and learn contrarian ideas that has served the instructor well for long-term liquid growth.

The Importance Of Investment Goals Preview 04:13

Investment goals are a big part of your overall life goals particualry since they may fund some of your most audacious goals.

Active Trading Vs. Buy And Hold Investing Preview 07:41

Learn about the two primary investment philosophy's and beign to see where you may fit.

Introduction To Asset Classes Preview 10:19

Understanding how different asset classes work when building your own portfolio is crucial so you can weather the storm over a long investment time horiozon and match up to your own views on risk

Create An Emergency Fund Preview 10:10

Why it is important even before you get real deep into investing and learn some unusual ways that the instructor contructs his emergecy fund too pull out an even better return on what is invested for emergfencies.

Capital Gains: The Long And Short Of It Preview 05:57

Did you make money or lose money on your investment. Learn more in this lesson on Capital Gains.

Automate Or You Won't Do It Preview 07:22

Learn why this is so important and is a core principal for anyone wanting to achieve financial independence, retire early, or reach other goals.

Pre and Post Tax Investing Preview 06:25

How can this make a differnce in terms of what you keep and learn a secret concept for those who may want to retire early. Concepts in this lesson are universal but you would need to look into your own countries tax laws for specifc application.

Risk And Risk Types Preview 12:07

Risk is the other side of reward and cannot have one without the other. Very importnat to undersatnd the various risk types to look for no matter what type of investmnet you are considering.

How To Calculate Your Risk Profile Preview 06:46

Knowing the risk types is important but also very impoartant you underatsnd your own risk profile and how you would react to risk. Lesson will show an online tool you can use to calcualte your own risk profile for free.

Quiz: Key Investing Concepts

Mutual Funds 16 lectures

The Big Dirty Secret About Mutual Funds Preview 05:38

Learn the secret and how you can turn it to your advatage, Go ahead and guess. Soemthing related to expenses, loads or returns? Nope. Learn what it is here in this intersting lesson.

What Is A Mutual Fund Really Preview 04:36

Understand at its core what is a mutual fund and role it can play in your portfolio.

Mutual Fund Types Preview 10:58

So many funds and so little time. How to choose? This lesson will give you the overview you need.

Active Vs. Index Funds Preview 14:18

What is the differnce and what does it mean for us as investors.

Target Date Funds Preview 05:59

Actually a relatively new fund type that many are buying into. Learn about the advantages and disadvantages of these funds and how the instructor aproaches this option.

Understanding NAV Preview 05:21

Mutual Fund Style Box Preview 16:12

Learn a key to picking Stock and Bond mutual funds and how to read and fully underastnd the style box!

Load Vs, No Load Mutual Funds Preview 11:25

Mutual Fund Expenses Preview 08:53

Expenses eat at your final return and this lesson goes into the different types of expenses to look out for and where to find them using a screen-cast of some examples.

Mutual Fund Of Funds (FOF) Preview 02:30

Not just a basket of holdings but actually a Mutal Fund that is comprised of other Mutual Funds.

Fund Of Funds (FOF) Advantages and Disadvantages Preview 04:23

What are the advantages and disadvantages of Fund of Funds (FOF).

Fund Of Funds (FOF) Example Preview 06:14

Example of what to look for if a mutual fund is a Fund made up of other Funds (FOF)

ETF: Exchange Traded Funds Preview 04:55

Not really a mutual fund and not really an indiividual stock or bond learn how this relatively new investment prodcut is reapidly growing.

What I Look For When Buying A Mutual Fund Preview 06:09

See what a successful investor looks for when buying a mutual fund. Not a receomndation of any particualr fund or investment style but learn best practices that can help you with your own choices.

Demo Comparing Mutual Funds To Their Category And Index Preview 14:22

Example Comparing Mutual Funds To Their Category And Index

Quiz: Mutual Funds

Cash Investments 2 lectures

Role Of Cash (Cash Is King) Preview 07:00

Quiz: Cash

Cash

Stocks 10 lectures

What Is A Company Stock Really Preview 06:15

What is a company stock and the differnce between common stock and prefered stock.

Advantages And Disadvantages Of Stocks Preview 06:16

Stocks can be great but need to undersatnd the advantegs and disadvanteges when purchasing these investments.

Stock Market Historical Returns Preview 06:07

The long-term return of stocks is impressive and out paces inflation. Visually see the ups and downs and what it means for investors.

Value Investing Strategy Preview 05:22

Do you like dividends? How about investing in companies that also may be doing a turnaround. Think the word contrarian sounds cool? learn all about value investing here.

Growth Investing Strategy Preview 04:01

Like a top performaer that will continue to rocket up? Then you are ntersted in the growth investing startegy.

Technical Analysis Investing Startegy Preview 03:43

If you think fundamentals is over-rated and like a nice chart and trends then you will liek this lesson on technical analysis.

Dividend Stock Investing Preview 13:29

Investing in stocks that pay a dividend give you a great 1-2 punch. Potential price apreciation and quarterly income from the dividends. Learn more in this lesson and how to choose dividend paying stocks.

Measure A Company's Ability To Pay Its Short-Term Debt-Current And Quick Ratio. Preview 14:15

How I Buy Stocks Preview 07:23

See what a successful investor looks for when buying company stock. Not a recommendation of any particular stock or investment style but learn the best practices that can help you with your own choices.

Quiz: Stocks

Stocks Quiz

Bonds 6 lectures

What Is A Bond Really Preview 03:12

At its core what is a bond?

Advantages And Disadvantages Of Bonds Preview 05:54

Learn more about bonds and their advanteges and disadvanteges so you can see where they fit in your portfolio.

Types Of Bonds And How Each Can Help You Preview 07:21

There is confusing array of bond types and names. This lesson boils it down into an undersatandable format that will help you with your enxt bond or bond fund selection.

Bond Ladder Investment Strategy Preview 07:54

A strategy to reduce risk and generate income using bonds. Partuicularly key for anyone looking for a regualr income stream such as in retiremernt.

How I Select Bonds For My Portfolio Preview 04:31

See what a successful investor looks for when buying bonds. Not a recommendation of any particular bond or mutal fund or investment style but learn best practices that can help you with your own choices.

Quiz: bonds

Quiz Bonds

Real Estate 5 lectures

Is My Home An Investment? Preview 07:40

Yes and no. It is an asset you hope will appreciate in value but do you live in an investment?

What I Look For When Buying A Home Preview 08:06

See what a successful investor looks for when buying a home. What are the key best practices that consider not only current enjoyment in the home but an eye for a future sale.

Rental Properties Preview 07:38

Like a dividend stock rental properties can provide current income along with future price appreciation. Understand the advantages and disadvantages before you become a real estate mogul or landlord.

REIT: Real Estate Investment Trusts Preview 03:49

REIT can give you great income and a very liquid way to become involved with real estate without all the headaches of tenants calling you at 3 am in the morning with a problem.

Quiz: Real Estate

Quiz Real Estate

Other Investment Types 3 lectures

Precious Metals: Gold, Silver, Etc... Preview 03:49

Learn where this type of investment can fit as a hedge against inflation.

Collectables Preview 02:18

Is your hobby actually an investment. What are the factors involved when investing in collectibles.

Quiz: Other Investment Types

Volatility And Market Movement 4 lectures

What To Do When Markets Go Up Preview 04:54

Be happy the markets are up and so are your investments but what do you do now and mistakes to avoid.

What To Do When Markets Go Down Preview 06:23

Nice when markets are up but what about when they are way down and so are the bulk of your investments. Do you sell? Do you stay the course? Learn from an instructor who has experienced significant market declines and the startegies to see them through.

Harvesting Losses Strategy Preview 06:52

Turn your losses into less of a loss by using this tax advnatge stratgy. Silver lining when you sell a loser the right way. Like any tax startegy concept is sound as it relates to capital gains and capital losses but look to your own countires tax laws for specifc application.

Quiz: Volatility and Market Movement

Key Mistakes To Avoid 6 lectures

Why Many Rich People Live Paycheck To Paycheck...And How You Can Avoid That Preview 05:45

Its true. What does this mean for us the successful investor and how can we avoid that fate?

Carefull: People Talk About Winners But Not Losers Preview 05:22

Don't fall into the trap that your neighbor or the blowhard at the office is really an investing genius. They probably are not and thier advice can do real damage to your portfolio.

Curse Of The Employer Stock And Diversification Preview 05:01

Invest in what you know is a good investing maxim and what do you know better than your own company but beware when you invest in your own company and the compunding of problems that can lead to disaster.

Listening to Television, Magazines, And Internet Preview 06:30

Smart folks on the Television know all about what is best for you right? Nope. Learn how your instructor made a big mistake easrly in investing career by litening to the entertainers I mean experts in the media. Do they care about you as an indivudal or is it more about ratings?

Who Are The Jones's And Why Do We Try To Keep Up With Them Preview 05:14

You need money to fuel your investments and to reach your goals and comparing ourselves to others and needing to spend on material things saps our resources as demonstrated in this old saying. Don;t live like a pauper but keep your eye on the investment ball and your future.

Quiz: Key Mistakes To Avoid

Next Steps 4 lectures

Does Money Buy Happiness? Preview 03:53

Learn the surprising truth from several studies and the instructors opinion when looking at this introspective question.

Quiz: Does Money Buy Happiness?

Top 5 Action Steps To Take Now + Bonus Step Preview 06:11

Congratulations you have reached the end of the course! What are some key steps you can do now to turn what you learned into action to reach your goals!