Stocks Unplugged: A Holistic Approach to Unique Investment Strategies

Learning Objectives

• To review the basic principles of running a stock portfolio.
• To know how to use Technical Analysis correctly.
• To discuss the criteria used to ensure good asset selection.
• To explain the importance of seasonality in investing.
• To analyze key ratios for decision-making.
• To explore advanced concepts in stock investing.
• To optimize tax efficiency in portfolio management.
• To utilize a comprehensive checklist for stock investing.

Course Description

Are you ready to unlock the secrets of successful stock investing, from the basics to advanced strategies?

This course introduces key concepts, including investment outlook, historical returns, basic investing principles, and the influence of human psychology on returns. It also covers practical aspects such as accessing the market through online platforms or financial brokers, fees and charges, and various investment assets like stocks, ETFs, mutual funds, and closed-end funds

In this CPE Webinar, we delve into more advanced topics like technical analysis through charting, portfolio construction, understanding the difference between investing and trading, and strategies for investing small amounts. It emphasizes the importance of maintaining a macro view of the market, provides insights into various investing styles, and explores different sectors and screening tools

This course also discusses subjects such as seasonality, sentiment measures, advanced concepts like shorting the market and using leverage, financial options, and key factors for successful stock investing. It also offers guidance on avoiding common pitfalls and creating an investment checklist or plan. Overall, this Course provides comprehensive information for individuals interested in stock investing, ranging from fundamental principles to more sophisticated strategies and tools.

Join this CPE Finance Course and master both fundamental principles and advanced strategies, gain valuable insights into market psychology and trends, while also acquiring the expertise to minimize fees and maximize returns through a wealth of resources and tools for successful investing.

Key Topics Covered in this webinar:

• Investment Outlook
• Basic Investing Principles
• Crypto Investing
• The Difference between Investing & Trading
• Timing the Market
• Sentiment Analysis

Overview

• The economic outlook - Investing perspective

  4 mins
• Basic investing principles

  14 mins
• Assets to invest in – Stocks, ETF’s, mutual funds, closed end funds

  27 mins
• Introduction to charting

  54 mins
• The difference between investing and trading

  70 mins
• What is seasonality

  96 mins
• Advanced concepts - Shorting the market

  114 mins
• Avoiding some common pitfalls

  131 mins