Stock market crash course.

In this lecture students will understand:

1) What is an equity

2) What are the company goal behind issuing equity.

3) Types of equity.

4) IPO, secondary market.

5) Why do investors buy equities.

We will be using financial web recourses to find equities that match traders' search preferences. I will show students more stable, less risky equities and then we will switch to more volatile equities.

Learn to pick shares with great growth potential quickly. This would be your first step in stock analysis. Before undertaking equity valuation, you need to understand if your chosen stock is worth your time, and this is how you can do that. Don't start time-consuming stock analysis before you filter stocks, and this guide will help you come up with the great stock list for further analysis.

In this lecture students will understand:

1) What is Technical analysis.

2) What are support and resistance levels, including the logic behind those levels.

3) Indicators and volume.

4) What is a good entry point.

5) What is a good exit point. Stop-loss and Take-profit.

In this lecture i explain how you can get stock selling prices (Stop-loss and Take-profit) and when is the best time to sell stocks on the shorter term scale.

In this lecture i explain how you can get stock selling prices (Stop-loss and Take-profit) and when is the best time to sell stocks on the shorter term scale. AMZN example.

Catch great profits trading stocks intraday without using complicated tools or studies. I show TSLA shares example, not using SL or TP here because I prefer to close manually on intraday trades.

This lecture will help students define whether their equity is expensive or cheap in comparison to their closest peers.

In this lecture, students will see how to compare equities based on operating performance and what conclusions can be made.

We will calculate the equity Target Price, based on the Discounted Cash Flow Model.

Analyze stocks easily with this simple google chrome extension.

I show how to apply DCF valuation model for Magnificent 7 stocks and how to extract financial data quickly to speed up your analysis and get rid of time consuming calculations and forecasts.

GOOGL share price forecast using the DCF valuation model and stop-loss and take-profit setting.

We will calculate the equity Target Price, based on the Dividend Discount Model.

A show how to apply the DDM model and calculate XOM stock fair value in Google sheets using few simple steps.

VERY IMPORTANT NOTES!! I admit i made one mistake in calculations. The discount rate that you are taking should not be WACC but just Cost of equity. As you may know the WACC takes into account both cost of equity and cost of debt! But we don't take into account the cost of debt when using the DDM model because we are looking for cash flows connected to equity not borrowed funds. To solve this error in the formula for WACC simply put "costOfEquity" instead of "wacc", so the complete formula should look like =fmpAdvancedDCF("XOM","costOfEquity")

Students will use the price multiplicators model to come up with the equity approximate TP. Very simple calculations.

Calculate stock fair value and growth potential using simplified valuation model.

Students will learn how Market Depth forms and how prices fluctuate over time.

Explain how to perform horizontal and vertical analysis, what it gives you, how to extract company financial data quickly and what to look for when analyzing financial statements

Learn how to perform vertical and horizontal analysis with the example of Visa company, perform WACC and ROIC analysis to find the most efficient stock among closest peers, analyze stock target price, and set Stop-Loss and Take-Profit for V shares using one very useful tool.

Students will learn

1) Different approaches to inputting orders.

2) How to put limit and market orders.

3) How to put stop and stop-limit orders.

Students will learn about

1) Different trade terminal types.

2) How brokers provide market access.

3) You will get links to some of the market's best trade terminals.

In this section, we will cover the simplified approach in equity portfolio management. How to construct an equity portfolio, simple approach.  A more complex approach is in section 6 "Portfolio Management"

This is how you can analyze stocks quickly, undertake express fundamental and technical analysis and choose great stocks quickly.

With this excellent iOS application, you can calculate the stock target price in just a few seconds, extract valuable investment ideas and define the right time to buy or sell stocks.

The “Stocks 2 buy” application derives the data of the three most important indicators to assign a stock rating, buy, neutral, or sell. This app is ideal for traders and investors who want to find great-value stocks with amazing growth perspectives.

Learn to find the best dividend stocks to buy now quickly with useful tools

Build your own stock market app using JavaScript to extract stock target prices, EPS data, and social sentiment. No programming skills are required—just follow my guidance

simple ios app for tracking insider trades and seeing social sentiment real time, understand what people think of your selected stock and see if your chosen company's management is optimistic about the company's future

Simple Chrome extension that will help you forecast stock prices. See the attached materials to read the article that explains how to use this extension for share analysis.

Fixed income or bond is a valuable source of funding for companies and a less risky (in comparison to equity) asset class for an investor. We will consider what is it in more detail.

Types of bonds, and how to differentiate them.

What is a bond clean and dirty price? What are the components of bond price and how they are calculated?

In this lecture, students will learn what is Yield to Maturity and how to use it.

In this lecture, students will learn

1) What is the credit rating.

2) Who assigns credit ratings.

3) What it's used for.

4) Credit rating and bond YTM correlation.

Students will learn what is a Yield curve and how analysts use it to predict investors' risk appetite.

Will talk about how bonds are issued and talk about bond trading.

Excel bond YTM calculation in a few simple steps.

Excel bond clean and dirty price calculation

We will talk about how to calculate bonds risk.

How to choose from a large number of bonds on a market. Benchmark comparison and bond selection.

Internet recourses for screening and choosing bonds.

Consider bond trading strategies based on a yield curve and spread analysis.

How to choose bonds tailored to your personal risk appetite and vision.

In this lecture, we will talk about

1) How bonds smooth out portfolio risk.

2) What are the major ways of portfolio diversification.

These are only simplified methods. Complete portfolio management topic can be found in section #6 "Portfolio management"

Download my code and customize it. this app draws treasury yield curve for different dates. you can come up with amazing bond trading strategies based on the shorter and longer term treasury yields analysis and understand how the market health is changing depending on the shape of the yield curve. download link is in the resources

What are Derivative financial instruments? And when you should use them.

We will cover

1) Market risk.

2) Liquidity risk.

3) Currency risk.

4) Interest rate risk.

5) Credit risk.

Different financial instruments and their popularity and use among both institutional and retail investors.

This lecture shows how traders can insure themselves from interest rate risks.

This lecture shows how traders can insure themselves from currency and liquidity risks.

This lecture shows how traders can insure themselves from liquidity risks.

This lecture shows how traders can insure themselves from market risks.

Students will understand what is currency devaluation.

This lecture tells students how currency devaluation is undertaken. From a technical point of view.

We will see who is exposed heavily to currency risk.

In this lecture, we talk about the major reasons behind currency devaluation. Why do governments choose to devaluate their currencies?

How to predict currency devaluation based on MM indicators.

How to predict currency devaluation based on differences in rates on Money Markets.

How to predict currency devaluation based on Balance of payments.

Importance of trade relations between countries.

How to predict currency devaluation based on commodity futures.

How to predict currency devaluation based on customer deposits.

How to predict currency devaluation based on Government short term notes issue schedule.

In this lecture, we talk about complex approach importance.

Personal analytical opinion.

In this lecture, students will learn

Why its always a good idea to have many assets and multiple asset classes in a securities portfolio.

This lecture will explain the main investor types and their differences.

Students will learn about

1) Conservatives investors and their approach in portfolio management.

2) Aggressive investors and their approach in portfolio management.

3) Moderate investors and their approach in portfolio management.

This lecture helps you to build a complex understanding of your personal portfolio management approach. Students will understand what equities they should choose to better meet their risk management needs.

Investment policy depends heavily on geopolitics, economics, and finance. Students will learn to define current market trends and their personal investment approaches.

Understand what proportion of bonds and equities and other financial instruments your portfolio should have

In this lecture, students will learn about the portfolio management model. And will have a clear understanding of what percentage of each equity and asset class should be in everyone's personal portfolio.

We will see ready-made solutions for busy investors. If you don't have time to construct your tailored securities portfolio, this lecture is for you.

Find stocks tailored to your risk appetite and build a well-diversified, efficient investment portfolio in under 1 minute. You will get stocks for your risk profile and asset allocation suggestion to minimize risk under your desired return. 

Students will understand how to identify and calculate portfolio securities' risks.

I show how to apply the Value-at-Risk (VAR) model in Google sheets to forecast your portfolio's loss and also show the easy way of extracting stock market data.

Is your portfolio effective and works the best way? Students will see whether their portfolios were constructed in a proper way or it's better to rebalance the portfolio's securities.

How to open an account. First steps.

I will show you how to get a live prices subscription.

You will learn how to open the trading terminal, arrange windows, and speed up terminal work.

You will learn how to undertake fundamental analysis in TWS quickly.

You will learn how to undertake technical analysis in TWS quickly.

You will learn how to search stocks and bonds that will meet your search preferences.

You will get an idea of how to open different positions and learn about different order types in TWS.

Final words on IBKR TWS

Students will see the difference between how individual and institutional investors approach trading, analysis, and risk management.