Wallstreetvalue Course

Introduction and Course Agenda Preview 11:21

Welcome to the Stock Market Basics program!

This video shows you how the program works and how to get the most out of it. From the training structure, resources in each section, customer support and more.

We highly recommend watching this video before starting the program.

Section 1 - Intro to Investing in the Stock Market Preview 22:12

ABOUT THIS LESSON:

This is a full overview of the core parts we focus on to get results. This video is extremely important to understand the road ahead.

Here's what we cover in this section:

* Is Investing Right for You

* Risk Tolerance

* Investment Objectives

* Time Horizon

* Current Investments

* Common Investing Mistakes

* Goal Setting

Knowledge Check - Intro to Investing in the Stock Market

Please take this brief quiz to test your knowledge from this section.

Section 2 - Investment Categories Preview 24:48

ABOUT THIS LESSON:

Before you make a purchase decision, you should be aware of the many types of investment categories that exist, what the benefits of each are as well as the risks involved.

Here's what we cover in this section:

* Owning Investments

* Advantages/Disadvantages

* IPO vs Secondary Market

* Stock Categories:

          Common vs. Preferred

          Growth

          Income

          Small Cap

          Mid Cap

          Large Cap

          Industry Groups

Knowledge Check - Investment Categories

Please take this brief quiz to test your knowledge from this section.

Section 3 - Investment Risks and Risk Management Strategies Preview 18:36

ABOUT THIS LESSON :

All investments carry some level of risk. Even cash in the bank has certain risks. We cover what each of those risks are here in this section. We can't eliminate it entirely, but there are many things we can do to reduce that risk. That is what you will learn in this section.

Here's what we cover:

* Common Investment Risks

* Diversification

* Asset Allocation

* Rebalancing

Knowledge Check - Risks and Risk Management Strategies

Please take this brief quiz to test your knowledge from this section.

Section 4 - Placing the Trade Preview 37:38

ABOUT THIS LESSON:

You are almost ready to buy shares of your first stock (or your next stock if you aren't a rookie). Before you do, there are a few things you need to be aware of before clicking the "Send Order" button, such as where to open an account, what type of account is appropriate for you. Is the stock a liquid stock with a small spread, and what type of order should be placed.

Here's what we cover:

* Types of Brokerage Firms

* Account Types

          Qualified

          Non-Qualified

* Ticker Symbol

* Trading Volume

* Transaction Types

          Market Order

          Limit Order

          Stop Order

Knowledge Check - Placing the Trade

Please take this brief quiz to test your knowledge from this section.

Section 5 - Intro to Fundamental Analysis Preview 25:05

ABOUT THIS LESSON:

This is my favorite section in the entire course because this is information is how we find GOLD!!!

The numbers in a company's financial reports are there for a reason. This information tells us if this is a solid, fundamentally sound business that is growing in the right direction or if this is a potential sinking ship. As an investor in the stock market, this information is our most valuable tool. By knowing what to look for in a solid business that you may potentially invest in, you eliminate so much risk.

This will also help you to invest with absolute confidence and eliminate the biggest killer to portfolio returns...EMOTIONS. Once you know what a solid business looks like, you will invest by using facts, not emotions. And this will put so many odds of having successful investments in your favor.

Here's what we cover:

* What is Fundamental Analysis

* Earnings, EPS, and Growth Rates

* Price to Earnings

* Cash Flow

* Debt

* Net Profit Margins

* Return on Equity

* Return on Assets

* Return on Capital

* Sales/Revenue

* Company Specific News

Knowledge Check - Intro to Fundamental Analysis

Please take this brief quiz to test your knowledge from this section.

Section 6 - How to Value a Stock Preview 28:39

ABOUT THIS LESSON:

In this section, you are going to learn a very simple, yet extremely effective way to figure out what a stock SHOULD be worth. 

As Value Investors, we never pay full price for anything, especially stocks that we may invest in.  After this section, you will know, with a high degree of accuracy, what the intrinsic value of a company is.  Once you know this information, you will know when to buy, and that is when it is trading at a discount to fair value, aka, it's on sale.  You will know when not to buy and that is when a stock is fairly priced (remember...we only buy when the stock is on sale).  This could be a good time to put a stock on your watch list.  You will also be able to identify the right times to sell, and that is when the stock is overvalued, aka, it's trading for more than it is worth.

Here's what we cover:

* Intro to Valuations

* Valuation Method #1

Knowledge Check - How to Value a Stock

Please take this brief quiz to test your knowledge from this section.

Section 7 - Mutual Funds vs Exchange Traded Funds Preview 38:29

ABOUT THIS LESSON:

So far we have spent a good amount of time discussing the topic of individual stocks.  However, some of you may not have any interest investing directly into individual stocks, but would prefer a diversified, passive style of investing instead.

Passive investing means you are handing over the day to day management of the assets to the professional fund managers, while the investor still gets to participate in the market. 

As Warren Buffett says: If you don't have the time, knowledge, or desire to invest directly into individual stocks, then your best bet would be to invest into a passive fund, such as an Index Fund.

There are a few ways that investors can invest in a passive investment strategy.  The two most common are Mutual Funds and Exchange Traded Funds, also known as ETF's.  In this section, we are going to cover these two in detail including the pros and cons of each, the fees that you need to be aware of BEFORE investing into either type of fund, and a full side by side comparison of each strategy.

Here's what we cover:

* Mutual Funds

* Fund Fees

* Exchange Traded Funds

Knowledge Check - Mutual Funds vs. Exchange Traded Funds

Please take this brief quiz to test your knowledge from this section.

Section 8 - Intro to Technical Analysis Preview 34:58

ABOUT THIS LESSON:

Technical Analysis is very important for two reasons: First, it helps us get into a long-term position when we know that an uptrend has started. Our goal is to invest in great businesses...at GREAT prices. Often times, a great company will only be at a great price because it is temporarily out of favor. This means it has dropped in price due to selling. We don't want to get in too early if the stock is dropping, so we use many of the indicators taught in this section to tell us when the selling has ended, and when it is safe to buy the stock.

The second reason we use technical analysis is to help us find the trend on our short-term trades, where to place the trade, and when to exit a trade.

Here's what we cover:

* What is Technical Analysis

* Trends for Short-Term Trading

* Higher Highs/Higher Lows

* Lower Highs/Lower Lows

* Moving Average

* Stochastics

* Relative Strength Index

* W%R

* MACD

* Arrows

* Support/Resistance

Knowledge Check - Intro to Technical Analysis

Please take this brief quiz to test your knowledge from this section.

Section 9 - Portfolio Management Preview 28:21

ABOUT THIS LESSON:

You now have the tools to start buying stocks and investing with absolute confidence in your research. Now it's time to properly build and manage your portfolio.

Here's what we cover:

* Creating a Portfolio

* Risk and Position Size

* Managing a Portfolio

Knowledge Check - Portfolio Management

Please take this brief quiz to test your knowledge from this section.

Section 10 - Preparing for Your Investing Journey Preview 31:16

ABOUT THIS LESSON:

You are all ready to go!!! Now what? Now that you have laid the proper foundation for your life as an investor, you may be wondering...WHAT DO I BUY??? We are going to answer that questions in this section. You are going to learn my NUMBER 1 favorite way to find stocks that are ready to move much sooner than later. This is where my biggest, and most frequent winners come from.

We are also going to give you a step-by-step routine for consistently finding stocks that you may consider buying. I will share with you my daily, weekly, monthly, and quarterly routine for finding stocks to put on my watch list.

Here's what we cover:

* Routine for Finding Stocks

* Monitoring your Watch List

* Creating a Trade Journal

Knowledge Check - Preparing for Your Investing Journey

Please take this brief quiz to test your knowledge from this section.