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Personal Finance #11-Stock Investment -Equity Investments
Rating: 4.3 out of 5(77 ratings)
15,349 students

Personal Finance #11-Stock Investment -Equity Investments

Unlocking Financial Success: Mastering Stocks, Equities, and Mutual Funds
Created byRobert (Bob) Steele
Last updated 9/2023
English
English [Auto],

What you'll learn

  • Stock Market Fundamentals: Gain a comprehensive understanding of how the stock market operates, including primary and secondary markets & trading hours
  • Effective Buying and Selling: Learn the intricacies of buying and selling stocks efficiently, from executing trades to managing your investments effectively.
  • Investment Goals and Strategies: Develop a strategic approach to stock investing aligned with your personal financial goals and risk tolerance.
  • Brokerage Account Management: Discover the key elements of managing a brokerage account, including account types, fees, and account maintenance.
  • Differentiating Investment Approaches: Differentiate between investment and trading strategies, and understand the distinctions between stocks, ETFs, and mutual
  • Advanced Investment Instruments: Explore advanced investment instruments such as options, futures, and their role in a diversified portfolio.
  • Corporate Actions Impact: Understand how corporate actions, such as dividends, stock splits, and preferred stock issuance, impact your investment portfolio.
  • Analyzing Company Financials: Develop the skills to analyze a company's financial position, evaluate stock sectors, and make informed investment decisions.
  • Technical Analysis Mastery: Dive into technical analysis techniques to identify trends, patterns, and potential investment opportunities in stock trading.
  • Advanced Stock Concepts: Explore advanced stock concepts like convertible preferred stock, cumulative preferred stock, and earnings per share (EPS).
  • Financial Metric Proficiency: Master financial metrics including price-to-earnings (P/E) ratio, beta, and book value per share (BVPS)
  • Valuation Models: Gain expertise in valuation models such as the Dividend Discount Model (DDM) and learn investment strategies like dollar-cost averaging.
  • Dividend Reinvestment: Discover the benefits of dividend reinvestment plans (DRIP) and their impact on long-term investment growth.
  • Leveraging Margin and Short Selling: Explore advanced strategies like buying on margin and short selling to maximize investment opportunities.
  • Global Investment Strategies: Understand international investing using tools like the Capital Asset Pricing Model (CAPM) for diversified portfolios.
  • Dividend Income Estimation: Calculate crucial financial metrics including dividend yield, forward P/E ratio, and payout ratio.
  • Portfolio Optimization: Learn to optimize a diversified stock portfolio effectively by applying advanced techniques.
  • Asset Allocation Strategies: Explore asset allocation strategies for risk management and investment diversification.
  • Market Analysis: Apply technical and fundamental analysis to make informed investment decisions in varying market conditions.
  • Risk Management: Develop strategies to manage investment risks, including strategies for income, value, and growth stocks.
  • Investment Psychology: Understand the psychological aspects of investing and learn to make rational decisions amid market fluctuations.
  • Investment Regulations: Familiarize yourself with relevant investment regulations and ethical considerations in stock investing.

Course content

6 sections • 121 lectures • 30h 29m total length

  • 12010 Stock Market27:27

    Explore how stock markets and stock exchanges enable price discovery, liquidity, and capital formation through primary and secondary markets, regulation by the SEC and FINRA, and investor protections.

  • 12020 Primary and Secondary Markets19:25

    Understand primary and secondary markets, including IPOs and private placements in the primary market, and trades among investors on exchanges and dealer networks in the secondary market.

  • 12030 How to Buy and Sell Stocks18:52

    Learn how to buy and sell stocks through brokers and direct stock purchase plans, navigate exchanges like NYSE and Nasdaq, use order types, and fund your account.

  • 12040 Trading Hours9:26

    Explore how stock exchanges enable equity trading through hours, holidays, and lunch breaks across major markets, with eastern time references and examples like nyse and nasdaq.

  • 12050 Stock Exchanges24:04

    Explore how stock exchanges connect buyers and sellers to enable equity investments, facilitate liquidity, and govern trading through NYSE, Nasdaq, and OTC markets, with IPO, primary and secondary markets.

  • 12060 Stock Investing Introduction28:16

    Learn how to start investing in stocks, compare brokers and costs, and use mutual funds, ETFs, or robo-advisors to build diversified, long-term portfolios.

  • 12070 What Owning Stock Means15:59

    Owning stock means a shareholder owns a percentage of the company and can vote for the board, while management runs day-to-day operations and dividends or stock price reflect ownership value.

  • 12080 Trading a Stock15:49

    Learn the basics of trading stocks, and how market and limit orders fit your investing style, including stop orders, all-or-none, IOC, GTC, and take profit concepts.

  • 12090 Selling Stock20:17

    Decide when to sell stocks by balancing intrinsic factors, extrinsic needs, and rational analysis, using limit orders and price targets to avoid emotional trading and preserve gains.

  • 12100 Income, Value, and Growth Stocks11:41

    Explore income, value, and growth stocks, and learn how growth stocks reinvest earnings while value stocks offer undervalued opportunities and dividends.

  • 12110 Stock Commissions and Fees10:56

    Learn how stock commissions and fees erode returns and how to minimize costs through choosing low-fee brokers, no-commission trades, and robo advisors.

  • 12120 Brokerage Account16:01

    Choose the right brokerage account by comparing discount, self-directed, and online platforms, and learn how robo-advisors, ETFs, and mutual funds fit a diversified, low-cost strategy.

  • 12130 Investing vs. Trading13:03

    Compare investing and trading, contrasting long-term buy-and-hold strategies with short-term profit seeking. Learn how portfolio diversification, time horizons, and risk tools shape goals in stock and bond markets.

  • 12140 Stock vs. ETF18:54

    Compare stock and ETF investments, weighing diversification, risk, and potential returns; discover when stock picking beats or why an ETF suits sectors with narrow dispersion.

  • 12150 Mutual Fund vs Stock19:40

    Learn why mutual funds can simplify stock investing, offering instant diversification, convenience, and lower costs, with types like sector, growth, value, index, and bond funds.

  • 12160 ETF vs. Mutual Fund19:24

    Compare etfs and mutual funds, uncovering cost, tax efficiency, trading mechanics, and active versus passive management, to guide long-term, diversified investing decisions.

  • 12170 Options and Futures18:40

    Compare options and futures as investment tools, explaining how options grant rights, futures enforce obligations, and how hedging, speculation, and risk affect pricing, premiums, and margins.

  • 12190 Investment Returns Calculation17:54

    Learn to calculate portfolio investment returns using return on investment and holding period return, accounting for fees, dividends, cash flows, and time horizon to compare performance.

  • 12200 Corporate Actions18:58

    Explore how corporate actions affect stock price and shareholder value, covering stock splits, dividends, mergers and acquisitions, rights issues, and spin-offs.

  • 12210 Dividends23:19

    Explain how dividends reflect a company’s fundamentals and cash flow, signaling stability and growth prospects through dividend yield, coverage ratio, and sustainable payout decisions.

  • 12220 Fundamentals of Stock16:52

    Explore stock fundamentals and fundamental analysis, including cash flow, return on assets, balance sheets, and intrinsic value, to assess whether stock prices reflect true value.

  • 12240 Stock Sectors13:34

    Explore how to analyze stock sectors, build a diversified portfolio using sector breakdowns and GICs sectors, and optimize allocations with index funds and ETFs to manage risk.

  • 12250 Analyze a Company's Financial Position16:34

    Analyze a company's financial position by reviewing its balance sheet and income statement, calculating ratios like the current ratio, and comparing market value to book value.

  • 12260 Technical Analysis23:55

    Explore technical analysis for equity investments by examining price and volume trends, chart patterns, and indicators to spot trading opportunities, alongside fundamental insights.

  • 12270 Stock Split21:50

    Explore stock splits, which increase outstanding shares to boost liquidity and lower price per share, while preserving total company value and market capitalization.

  • 12280 Reverse Stock Split18:54

    Explore reverse stock splits, where shares consolidate into fewer higher priced shares without changing the company's value. Learn why firms use them to avoid delisting and influence price and liquidity.

  • 12290 Preferred Stock18:40

    Explore preferred stock, an equity security that blends features of bonds and common stock. It offers fixed or adjustable dividends, priority over common shareholders, and often has no voting rights.

  • 12300 Convertible Preferred Stock16:31

    Explore convertible preferred stock as a hybrid security blending fixed income features with equity upside, covering conversion terms, price, ratio, premium, and its use in corporate capital raising.

  • 12310 Cumulative Preferred Stock9:51

    Explore cumulative preferred stock, a hybrid between bonds and stocks, where missed dividends are paid in arrears to cumulative holders before common shareholders.

  • 12320 Perpetual Preferred Stock12:11

    Explore perpetual preferred stock, a fixed-dividend equity type with no maturity, its call features, price valuation, and risks, including priority over common stock and potential dividend suspension.

  • 12330 Callable Preferred Stock10:16

    Callable preferred stock blends equity and fixed-income features, giving issuers the right to redeem after a set date at a defined price and premium, affecting investor returns.

  • 12340 Adjustable-Rate Preferred Stock (ARPS)12:03

    Explore adjustable-rate preferred stock (ARPS), a hybrid security with dividends tied to benchmarks like the T-bill rate, offering income with caps and floors and priority over common stock in payouts.

  • 12360 Participating Preferred Stock7:32

    Explore participating preferred stock, a hybrid between fixed income and equity, detailing dividend participation, liquidation preferences, and how participation affects returns and risk.

  • 12370 Earnings Season10:32

    Explore earnings season and how quarterly earnings drive stock valuations, with a focus on fundamental and intrinsic valuation, earnings calls, and how investors track and react to company results.

  • 12380 Earnings Per Share (EPS)25:30

    Understand earnings per share (EPS) calculations, including basic and diluted EPS, adjustments for extraordinary items and dilutive securities, and EPS's role in stock valuation.

  • 12400 Diluted Earnings per Share (Diluted EPS)9:40

    Explore diluted earnings per share (diluted eps), including how convertible securities affect weighted average shares and why diluted eps is typically lower than basic eps.

  • 12410 Cash Earnings Per Share (Cash EPS)9:30

    Explore cash earnings per share (cash EPS), operating cash flow, and their contrast with accrual earnings per share, noting depreciation and shares outstanding.

  • 12420 Dividend Yield21:30

    Learn how dividend yield measures a stock's annual dividends relative to its price, using last full year or trailing twelve months data, to evaluate income versus growth.

  • 12430 Forward Dividend Yield12:24

    Discover how forward dividend yield estimates a year’s dividends as a percentage of current stock price by annualizing the most recent payout. Explore dividend policies and indicators like indicated yield.

  • 12440 Price-to-Earnings (P E) Ratio37:14

    Examine the price-to-earnings ratio (PE) and how it values stocks by price relative to earnings per share. Learn about trailing and forward PE, earnings per share, and apples-to-apples comparisons.

  • 12450 Forward Price-to-Earnings (Forward P E)15:38

    Learn how forward price-to-earnings uses forecasted earnings per share to value stocks. Compare it to trailing pe and note how growth expectations affect valuation.

  • 12460 Beta20:13

    Explore beta as a measure of a security's volatility relative to the market, its role in CAPM, and how beta, R-squared, and diversification inform risk and return decisions.

  • 12470 Book Value Per Share (BVPS)14:08

    Understand book value per share (bvps) as a measure of equity per share and how earnings, assets, liabilities, and share repurchases influence its relation to market value.

  • 12480 Dividend Discount Model – DDM20:41

    Explore the dividend discount model (DDM) to value stocks by discounting future dividends, using the Gordon growth model and perpetuity concepts, the cost of equity, and the dividend growth rate.

  • 12490 Dollar-Cost Averaging23:44

    Use dollar cost averaging to automate investments and reduce market timing and emotional decisions. Invest regularly through 401k plans or mutual and index funds to build long-term wealth.

  • 12500 Value Averaging2:20

    Explore value averaging as an alternative to dollar cost averaging, guiding monthly contributions for long-term investors to optimize purchases during market troughs using funds like mutual funds and ETFs.

  • 12520 Dividend Reinvestment Plan (DRIP)11:07

    Understand dividend reinvestment plans (drips): automatically reinvest dividends into additional (often fractional) shares bought from the company's reserve, often commission-free, with tax implications and compounding benefits.

  • 12530 Buying on Margin12:33

    Explore buying on margin, where investors borrow from a broker to buy securities using collateral and leverage. Learn the risks, maintenance margins, margin calls, and interest.

  • 12540 Short Selling35:10

    Explore short selling as a margin-based strategy that borrows and sells shares to profit from declines, weighing speculation, hedging, costs, and the risk of short squeezes.

  • 12550 International Capital Asset Pricing Model (CAPM)23:20

    Master the capital asset pricing model (capm) and beta's role in linking systematic risk to expected returns, using market risk premium and risk-free rate for portfolio decisions.

Requirements

  • Basic Financial Literacy: A fundamental understanding of financial concepts like income, expenses, assets, liabilities, and budgeting will be beneficial.
  • Computer Skills: Basic computer skills and access to spreadsheet software (e.g., Microsoft Excel or Google Sheets) for financial calculations and analysis.
  • Investment Curiosity: A desire to learn and explore the world of stock investing, equity markets, and mutual funds is the most critical prerequisite. An open mindset and willingness to engage with complex financial concepts are essential for success in this course.

Description

Welcome to this comprehensive course designed to empower you with the knowledge and skills required to navigate the intricate world of investing in stocks, equities, and mutual funds.

Understanding the Stock Market:

Our journey begins with a deep dive into the stock market. You'll gain a profound understanding of both primary and secondary markets, learning how stocks are bought and sold. Explore the fascinating inner workings of various stock exchanges, from their trading hours to their unique characteristics. Gain insight into the psychology of market participants and how market sentiment influences stock prices.

Mastering Stock Investing:

In this section, we demystify stock investing. Discover what it means to own a share in a company and learn the intricacies of trading stocks. We'll guide you through the process of selling your stock holdings and provide valuable insights into different stock categories, including income, value, and growth stocks. You'll also become well-versed in handling commissions and fees effectively.

Exploring Investment Vehicles:

Dive into the diverse array of investment options available. Navigate the world of individual stocks, exchange-traded funds (ETFs), and mutual funds. By understanding the unique features of each choice, you'll be equipped to make investment decisions aligned with your financial objectives. Explore how ETFs and mutual funds are structured, how they are traded, and their advantages and disadvantages.

Mastering Stock Fundamentals:

Develop the skills to analyze a company's financial health confidently. We'll explore both quantitative and qualitative methods for assessing a company's performance. Gain insights into stock sectors and learn how to interpret financial statements with precision. Learn how to conduct comprehensive fundamental analysis, including evaluating a company's income statement, balance sheet, and cash flow statement.

Analyzing Stocks Like a Pro:

Equip yourself with the tools used by seasoned investors. Unlock the potential of technical analysis and learn how to apply it to your investment strategies. Delve into the implications of corporate actions, such as stock splits and reverse stock splits, to make informed decisions. Learn how to use stock charts, technical indicators, and chart patterns to identify potential investment opportunities.

Understanding Preferred Stocks:

Venture into the world of preferred stocks. Discover various types, including cumulative, callable, and convertible preferred stocks. Gain insights into perpetual and adjustable-rate preferred stocks, broadening your investment horizons. Explore how preferred stocks differ from common stocks and bonds, and how to evaluate their suitability for your portfolio.

Performance Evaluation and Risk Management:

Learn to navigate stock valuation complexities. Master the art of calculating key metrics like Price-to-Earnings (P/E) ratios, Price/Earnings-to-Growth (PEG) ratios, and Beta. Dive deep into the Dividend Discount Model (DDM) to assess stock values accurately. Understand how to assess the risk associated with individual stocks and build a diversified portfolio to manage risk effectively.

Strategies for Savvy Investing:

Explore essential investment strategies like dollar-cost averaging and value averaging. Dive into Dividend Reinvestment Plans (DRIPs) and gain an in-depth understanding of buying on margin and short selling to make well-informed investment decisions. Learn about different investment styles, including value investing, growth investing, and income investing, and how to apply them to your portfolio.

Global Investment Perspectives:

Expand your investment horizons globally. Dive into the International Capital Asset Pricing Model (CAPM) and discover how to estimate dividend income effectively in a global context. Understand the factors that influence international stock markets and how to assess opportunities and risks when investing internationally.

Calculating Returns with Precision:

Unlock the secrets of investment returns. Learn how to calculate dividends, earnings per share (EPS), and the price-earnings ratio (P/E ratio) with precision. Explore various methods for projecting future returns with confidence. Understand the concept of total return and how it can impact your investment decisions.

Join Us on a Journey to Financial Prosperity:

This comprehensive course caters to both beginners and those with prior investment knowledge. Whether you aspire to build wealth, seek to grasp the intricacies of financial markets, or enhance your investment skills, this course is your gateway to success.

Embark on a Path to Investment Expertise:

Get ready to embark on a path toward financial prosperity and investment expertise. Enroll now and take the first step toward securing your financial future. Don't miss this opportunity to master the art of investing in stocks and mutual funds and gain the financial knowledge you need for a successful future. Start your journey today!

Who this course is for:

  • Beginners: If you are new to the world of investing, this course provides a solid foundation. It starts with the basics and gradually progresses to more advanced topics, ensuring that newcomers can follow along and build confidence in their investment decisions.
  • Individual Investors: If you're an individual looking to grow your wealth through stock investments and mutual funds, this course offers practical insights, strategies, and tools to help you make informed choices.
  • Experienced Investors: Even if you have some experience in investing, this course can serve as a valuable refresher and provide you with new perspectives and strategies to optimize your investment portfolio.
  • Financial Professionals: Financial advisors, planners, and professionals in the finance industry can benefit from this course by gaining a deeper understanding of stock markets, equity investments, and mutual funds. It can enhance their ability to assist clients with investment decisions.
  • Anyone Seeking Financial Literacy: If you want to improve your financial literacy and make more informed decisions about your investments, retirement planning, or wealth management, this course offers valuable knowledge and tools.
  • Curious Learners: If you have a general interest in finance and want to explore the concepts and workings of the stock market, equity investments, and mutual funds, this course provides an accessible and engaging learning opportunity.

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