
Cultivate an investor's mindset with four pillars: patience; discipline and consistency; steady emotions; and knowledge growth through ongoing learning.
Prioritize two safety-net priorities before investing: a six-month emergency fund in a separate account and essential insurance; decide to fund emergencies first or with investing.
You may download the Financial Freedom Calculator in the 'Resources' tab.
Links to Affiliate Sites to generate multiple streams of income also available at the 'Resources' tab.
Learn how to manage your investment capital by avoiding going all in, diversifying across investments, and keeping cash on hand to seize future opportunities amid market uncertainty.
You may download the Diversification Example file for yourself under the 'Resources' tab
Learn basic stock trading language, including buy and sell actions and price concepts. Explore ROIC and balance sheet metrics—assets, liabilities, and equity—and earnings per share and dividends per share.
Learn to compare share price to book value per share with the price-to-book ratio and assess earnings per share with the price-to-earnings ratio.
Find and browse Morningstar financial statements—balance sheet, income statement, and cash flow—and compare key ratios such as price-to-earnings and price-to-book, earnings per share, dividends per share, revenue, and year-over-year growth.
Explore how call and put options give the right to buy or sell shares, with upfront premiums, time limits, and the seller's obligation if exercised.
Consider eligibility, citizenship, and residency before selecting a brokerage, as some services vary by region. Compare fees, minimum deposits, and investing vehicles like stocks, options, futures.
Explore the ThinkorSwim platform walkthrough, viewing buying power, net liquidity, orders, positions, watch lists, and charts to buy stocks, trade options, and monitor accounts.
Explore the traders workstation (tws) platform setup, customize windows and tabs, create a watchlist, analyze stocks, manage positions, and access news links for informed trading decisions.
Discover stock investing ideas from concise daily newsletters and bite-sized market news, using charting sites and indicators to perform due diligence and develop your own strategies.
Learn how to find stock ideas with a stock research site, screen stocks, and apply fundamental analysis (P/E, dividends) and technical analysis (moving averages) to decide entry prices.
Starting your investment journey can be very daunting.
Starting out on your own with no help.
Spending countless hours researching information on the internet and on top of that, having to sieve out what's real from the noise.
If you can relate, I want to help you. Especially you who are starting out as an absolute beginner with zero or little knowledge with regards to investing.
Through this course, you will save precious time getting started on your journey to be a successful investor.
I will share with you my learnings so you do not have to sieve through tons of information on the internet to get started.
I will also share all the resources I have and been through and this will save you much time from going through the hassle of finding information for yourself. I will show you where exactly you can begin your journey to be a successful investor.