CFA Equity and Portfolio Management practical tutorials

Name: CFA Equity and Portfolio Management practical tutorials
Rating: 4.4 (27 reviews)

Learn practically the syllabus of CFA - Equity and Portfolio Management.

Created byHarry Vadalkar

Last updated 12/2022

English

What you'll learn

This course will help you understand practically the syllabus of portfolio management and equity analysis .
This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialisation in your grad and undergrad
The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms
This course is aided with actual examples of stock analysis.

Course content

4 sections • 41 lectures • 16h 11m total length

Asset Allocation1:15
Examine asset allocation by balancing cash and investment options, including commodities, equities, and debt, with fund manager products like mutual funds, exchange traded funds, and hedge funds for Caitlyn.
Asset Alloaction - Investment options18:01
Master asset allocation and explore investment options from cash and bank products to real estate, equity, debt, gold and silver, and funds like mutual funds and exchange traded funds.
Portfolio manangement basics48:57
Explore portfolio management basics, including risk and return, holding period return and CAGR, and learn how to build an efficient portfolio using diversification, correlation, and standard deviation.
Portfolio Manangement process14:48
Master the portfolio management process from the initial interview to an investment policy, risk assessment, and allocation strategy, including passive and active, static and dynamic approaches with rebalancing.
Equity introduction0:56
Explore equity in portfolio management, including why it matters and how primary and secondary markets operate. Build trading plan and analyze equity with fundamental and technical analysis, and understand regulations.
Equity Basics16:49
Learn how equity represents ownership, how shares outstanding and float determine market cap, and why firms raise equity through common and preferred stock, with dividends and growth.
Equity markets - primary market operations12:56
Explore how primary markets enable direct interaction with issuing companies through IPOs, follow-on public offerings, and rights issues, guided by investment banks and market mechanics.
Equity markets - secondary market operations30:32
Explore how equity markets operate in the secondary market, including cash buys, margin trades, short selling, and common order types like market, limit, and stop-loss.
Risk and return calculation for stocks1:05:25
Learn to compute expected returns using risk-free rate plus beta times market return minus risk-free rate. Assess risk with range, variance, and CAGR for Apple, Google, and Tesla.
Portfolio Risk and Return Calculation1:01:50
compute portfolio return and risk from two or more assets using weights, asset returns, standard deviations, and correlations, then apply portfolio beta with two-asset and three-asset examples.
Analyzing stocks - Fundamental and Technical analysis1:11
Explore fundamental and technical stock analysis, comparing top-down and bottom-up approaches, and show how each uses economy, industry, and company data, charts, and indicators to inform decisions.
Stock Analysis Basics21:03
Explore fundamental and technical stock analysis, focusing on story, past and present performance. Understand market efficiency, business cycles, yield curves, and valuation tools for tactical asset allocation.
Economic Analysis20:30
Learn how micro and macro economics drive equity markets, and analyze GDP concepts, real vs nominal growth, and key indicators like consumption, investment, inflation, unemployment, and trade.
Financial Statements Basics15:30
Explore the structure of income statements, balance sheets, and cash flow statements, including sales, costs, depreciation, taxes, retained earnings, and cash flow categories.
Financial Ratio interpretation10:38
Learn how to interpret financial ratios by linking numerator and denominator, analyzing liquidity, profitability, efficiency, and solvency, and applying horizontal and vertical analyses.
Financial Ratios - Time series Analysis15:35
Analyze time-series horizontal analysis by comparing current period to prior period to reveal trends in ROA, ROE, margins, liquidity, and debt across Alibaba, Tesla, and Alphabet.
Financial Ratios - Cross sectional Analysis9:07
Rank companies across six cross-sectional ratios including return on equity, return on capital employed, operating margin, net profit margin, valuations, and assets backing to assess efficiency and pricing.
Links to all courses0:20

Financial Modelling class 11:40:33
Learners master financial modeling in Excel by building income statements, deriving unlevered earnings and cash flows, and evaluating projects using net present value and discounting.
Financial modelling class 21:34:19
Learn to value a small business by projecting sales and costs, calculating cash flows with depreciation and taxes, applying terminal value and net present value to determine a fair price.
Financial modelling 31:39:48
This lecture guides you through a lease-versus-buy analysis using net present value calculations, cash flows, depreciation and capital cost allowance, taxes, salvage value, and working capital over 20 years.

Introduction to TA13:50
Learn the basics of technical analysis, contrast it with fundamental analysis, and master moves using RSI, Bollinger bands, supports and resistance, and candlestick patterns.
Types of Technical Charts20:13
Explore the four components of technical analysis—price, time, volume, and trend—and learn how charts like line, bar, and candlestick reveal open, high, low, and close data.
Types of Trends8:08
Identify uptrends, downtrends, and sideways markets by analyzing higher highs and higher lows, or lower highs and lower lows, and using volume to confirm trends and trading opportunities.
Trading based on support and resistance19:14
Master trading with support and resistance by identifying price levels, trend lines, and zones, learning how buyers and sellers drive moves, and applying buy at support and sell at resistance.
Trading based on Fibs Retracement14:39
Apply Fibonacci retracement to identify support and resistance by linking the chart's lowest and highest prices and using 50%, 33%, and 66% levels. Round numbers guide pullback and breakout trades.
Technical Indicators30:39
Learn how technical indicators and oscillators reveal trend strength and overbought or oversold conditions, using moving averages, crossovers, Bollinger bands, stochastic and RSI to time entries.
How to use technical analysis to buy stocks23:59
Learn to use technical analysis to trade long stocks by confirming uptrends with support or resistance, RSI near 30, lower Bollinger band, moving averages, crossovers, and stochastic signals.

Zoom Qualcom and Qualcom13:23
Analyze bear market dynamics and rising volatility through Zoom Video Communications and Qualcomm, examining free cash flow, debt, dividends, 5G demand, and dollar-cost averaging as a strategy.
Air Canada , Disney , Alacer Gold and Regeron24:12
Review a bear market through a dead cat bounce lens and VIX signals, and compare Canadian turnaround and momentum strategies using Air Canada, Disney, Alacer Gold, and Regeron.
Tech Investing - Microsoft , IBM , Google , Facebook and Tesla22:35
Examines Google, IBM, Facebook, and Tesla in the tech sector, highlighting balance sheets, free cash flow, and dividends. Advocates keeping 30-40 percent cash when markets heat up.
Has the market bottomed7:28
Evaluate market volatility and whether the bottom has formed amid Dow, Nasdaq, and TSX declines. Highlight supply-side versus demand-side pressures, and the limited impact of stimulus on consumer spending.
Financial planning tips for coronavirus10:33
Secure three months of liquid cash and set up a secured or unsecured line of credit to weather the coronavirus lockdown; cut nonessential spending and invest later in small chunks.
Texas Road house and RBC13:19
This lecture highlights two stock ideas, Texas Roadhouse and Royal Bank of Canada, focusing on free cash flow, dividends, and low-debt value metrics in a cautious, stimulus-supported market.
Forward PE15:10
Explore forward P/E as a valuation tool, comparing projected earnings to historic price-earnings ratios and applying it to stocks like RBC, Apple, Google, Microsoft, and Disney.
Core and Satellite portfolio , skyworks and intact financials12:47
Adopt a core and satellite portfolio, with 60–70% in broad ETFs and 30–40% in sectors or stocks, highlighting Skyworks Solutions and Intact Financials as thematic picks.
Delta Airlines , Carnival Cruize and under armour14:54
Examine how covid-19 market shifts impact Delta Airlines, Carnival Corporation, and Under Armour, focusing on insider buying, earnings per share outlook, book value, and margin of safety amid volatility.
Going crypto5:59
Analyze why Bitcoin edges into portfolios as a limited-supply hedge amid massive money printing, with gold-like store-of-value appeal, PayPal and Square adoption, and potential 10x growth over five years.
Financial Planning tips10:33
Explore financial planning tips for coronavirus: cash is king, keep three months of living expenses in liquid cash, and secure or unsecured line of credit, then invest only after sustenance.
Forward P/E15:10
Explore forward P/E and its use in valuing stocks by projecting earnings, compare to historical PE, and assess whether names like RBC, Apple, Google, and Disney are under or overvalued.
ETFS -Core and satellite portfolio15:04
Build a core, diversified portfolio with broad ETFs like the S&P 500, then add thematic exposure to tech, gaming, 3D printing, and artificial intelligence and robotics through targeted ETFs.

Requirements

Pursuing or planning to pursue - CFA or finance specialisation

Description

This course will help you understand practically the syllabus of portfolio management and equity analysis .This course is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad. The focus of this course is applied learning . This course give you basics of stock trading platform and research platforms.

We would be discussing topics like :

1. Asset allocation

2. Portfolio management - risk and return

3. Types of portfolio management- Active and passive

4. Portfolio management process

5. Basics of equity

6. Types of equity

7. Equity markets - primary market operations

8. Equity markets - secondary markets operations (stock trading )

9. Equity analysis - fundamental and technical analysis

This course has some elements of Bloomberg terminal. I have shown some examples of how Bloomberg terminal can be used to do economic, technical and fundamental analysis.

This course also has actual examples of stock analysis . In stock analysis we would be discussing concepts of core / satellite portfolio , Valuations ratios – P/E , P/S , P/CF , dividend discount model and Free cash flow based valuations , Gordons growth model , impact of economic data on stocks and non-financial analysis.

I have also provided analysis of north American companies so that you can better understand the concepts. Example of companies include - Zoom , Qualcom , Aircanada , Disney , Alacer gold , microsoft etc

Who this course is for:

Accounting and finance students

CFA Equity and Portfolio Management practical tutorials

What you'll learn

Explore related topics

Course content

Portfolio Management18 lectures • 6hr 5min

Financial Modelling3 lectures • 4hr 55min

Technical Analysis7 lectures • 2hr 11min

Practical learning13 lectures • 3hr 1min

Requirements

Description

Who this course is for: