Investing Made Simple : The Complete Course.

Learn how stocks represent partial ownership and how ownership is separated from company assets, plus differences between common and preferred shares, ticker symbols, dividends, and exchanges.

Go public transforms a private company into a public one by issuing shares via an IPO or SPAC after an audit, raising capital and enabling transparent reporting.

Discover how stock exchanges list public companies, enable IPOs and secondary trading of stocks, bonds, and mutual funds, and price assets through supply and demand.

Investigate how financial statements reveal a company's finances through the balance sheet, income statement, and cash flow statement, covering assets, liabilities, shareholder's equity, revenue, expenses, and cash flows.

Categorize stocks by market cap, from nano cap to mega-cap, explaining market capitalization and the risk and growth profiles of each bracket, including blue chip and mega-cap giants.

Discover multiple stock categories, including growth, value, blue chip, speculative, penny, and cyclical stocks, and learn a simple framework focused on dividend stocks.

Dividend stocks pay cash or extra stock from profits, with per-share payouts on a monthly, quarterly, or yearly basis, offering income and potential capital appreciation while payouts may change.

Explore growth stocks—innovative companies with unique products and world changing potential, reinvesting profits for capital appreciation, often without dividends, aiming to outpace the market despite high risk.

Identify undervalued value stocks trading below intrinsic worth. For example, company Z at $10 though assets imply $15, note dividends and risk to spot bargains.

An index tracks a weighted basket of assets, such as Nasdaq 100 or S&P 500, to benchmark market and sector performance; invest via an index fund.

Understand how an index fund works: a fund you can buy that tracks an index by copying holdings and weights, with low expense ratios and a $3,000 minimum.

Understand mutual funds as pooled investments managed by experts, blending stocks and bonds, with active vs index funds, fees, and potential returns through dividends and capital gains.

ETFs are exchange traded funds that evolved from index and mutual funds, trade on the open market like stocks, offer liquidity and low costs, and can hold diverse assets.

Compare advantages and disadvantages of ETFs, where you own the ETF not the stocks and have no voting rights, with low costs and diversification but with volatility and liquidity risks.

Commodities include metals, energy, agricultural products, and livestock, and they move and affect daily life. They are interchangeable goods measured by standards, with examples like gold, oil, coffee, and wheat.

Explore how oil supply and demand, inflation, and inflation threats move commodity prices, and how commodities can hedge buying power while offering practical investment approaches for regular investors.

Explore commodity etfs via etf database, reviewing fund listings, expense ratios, volume, and holdings through examples like dbc and spdr gold shares.

A bond is an IOU issued by governments or corporations to borrow money from investors. Investors receive regular interest, and bonds fall into corporate, municipal, government, or agency categories.

Explore bonds as investment tools, examining default risk across junk, corporate, and government bonds, interest rate and inflation effects, and the pros and cons for diversification and income.

Bond ETFs provide higher liquidity and diversification by holding a basket of bonds, removing direct maturity risk and offering transparent pricing and potentially monthly income, while still facing inflation risk.

Explore how supply and demand drive market moves, set asset prices, and shape stock market dynamics, with bullish and bearish trends illustrated by real-world examples.

News influences market prices and investor decisions, with scheduled and unexpected events shaping outcomes; learn to monitor sources like Investing.com, Bloomberg.com, and MarketWatch to use news effectively and avoid panics.

Explore how earnings reports affect stock value, how beating or missing expectations moves prices, and why surprises drive price swings, with examples like EPS and consensus.

Explore the 11 market sectors and how stocks are categorized to reveal sector movements, from consumer discretionary to utilities, with exchange-traded funds and company examples.

Identify the four stages of the business cycle: accumulation, markup, distribution, and markdown, and explain how recession and recovery shape market sectors to guide investors' strategies.

Explore how market cycles affect sector performance, identifying outperformers, underperformers, and stable picks across accumulation, markups, distribution, and markdown stages. Learn the defensive sectors of consumer staples and health care.

Compare passive investing with index funds or ETFs to active investing that requires due diligence and company analysis. Learn how time and compounding influence long-term returns.

Analyze assets by breaking down information to understand finances, capital management, team operations, and debt. Apply a step-by-step approach to evaluate profitability, capital management, and business viability before investing.

Compare the two major asset analyses: technical and fundamental, focusing on fundamental analysis with financial statements, while previewing how traders use charts and technical tools.

Understand the bid-ask spread, how volume affects price differences, and why supply and demand widen or narrow gaps, illustrated with Apple and a commodity ETF.

Discover how a portfolio bundles stocks, bonds, funds, commodities, and ETFs into a customizable mix with weights aligned to risk, goals, diversification, and pre-made portfolios.

Explore use cases for growth, income, value, mixed, and lazy portfolios, and learn to set a long-term investment goal with a clear strategy to manage risk.

Design a low-risk income retirement portfolio using two ETFs—80% bonds and 20% dividend stocks—backtested for diversification, low maintenance, and steady withdrawals.

This lecture outlines a risk-loving, young investor building a long-term growth portfolio with 25% S&P 500 ETF, 15% fintech ETF, and a heavy emphasis on select tech stocks.

Analyze a balanced 60/40 portfolio with stocks and bonds, detailing dividend aristocrats, REITs, index funds, emerging markets, gold mining shares, and government and corporate bonds.

Explore different portfolio types and the value of pre-made templates, including no brainer and 60-40 allocations, and learn to evaluate professional recommendations on Portfolio Charts dot com.

Compare etf and stock analysis by examining expense ratio, goals, value, and top holdings; etfs simplify bundled assets, while stock analysis focuses on business, leadership, and risk.

Explore how fundamental analysis relies on a balance sheet, income statement, and cash flow statement published by public companies in the EDGAR database, with examples from Microsoft’s quarterly earnings report.

Learn how ratios, drawn from earnings reports, reveal profitability, liquidity, solvency, and valuation, enabling fair, industry-based comparisons of company fundamentals for investment analysis.

Explore where to access financial ratios and information from sites like Yahoo Finance, Investing.com, Morningstar, and the Wall Street Journal, with fynbos.com used for simple, core fundamental analysis.

Beta measures asset volatility relative to the market, with the S&P 500 as reference; negatives move opposite the market, 0–1 is less volatile, and above 1 is more volatile.

The current ratio measures a company's ability to pay short-term obligations with current assets. Investors compare it with peers; below 1.0 signals risk, while above 2.0 may indicate inefficiency.

Explore quick ratio, acid test of liquidity, measuring the most liquid assets against short-term obligations while excluding inventory; below 1.0 is weak, above 1.0 is good, 2.0 may indicate inefficiency.

Understand how debt to equity measures a company’s financial leverage by comparing debt to equity. A D/E below one is favorable, while a rising ratio signals debt risk over time.

Learn to assess a company's financial leverage with long term debt to equity (ltd/e), comparing long term debt to equity and tracking year-to-year trends; aim for below one.

Explore how to assess investing risk by reviewing beta, quick and current ratios, and debt-to-equity metrics, and learn where to find these indicators on Fenway's and Investing.com.

Learn how to assess stock value by comparing price to fair value, recognize overvalued and undervalued stocks, and use common valuation ratios.

Analyze the price to earnings ratio (p/e) to gauge how much investors pay for $1 of a company's earnings, and compare it with peers to spot overvalued or undervalued stocks.

Explore how the price to book ratio compares a stock's price to the company's liquidation value. Identify when a low PB signals undervaluation and when a high PB signals overvaluation.

Understand price-to-sales as a valuation metric that shows what investors pay for each dollar of revenue, and compare it to industry peers to assess overvaluation or undervaluation.

Learn how the PEG ratio, price-to-earnings-to-growth, uses future earnings to assess value; under 1.0 signals undervalued and over 1.0 signals overvalued, guiding growth sustainability.

Find price-to-earnings, price-to-book, price-to-sales, and peg ratios on Filinvest and Morningstar to assess fair or undervalued prices with growth potential.

Assess profitability and efficiency to see how much revenue a company retains and how effectively it uses resources, distinguishing core operations from investments for long-term investor insight and peer benchmarking.

Learn how return on assets shows profitability relative to total assets and asset efficiency in generating earnings. Compare ROA and ROI across peers to gauge industry efficiency.

Explore ROIC as a measure of profitability and efficiency by comparing profit to equity, and see how higher ROIC and peer comparison indicate better performance.

Learn net profit margin by dividing net profit by total revenue. Compare peers and time trends to gauge efficiency and net margin growth via increasing sales or reducing costs.

Learn how the asset turnover ratio measures how efficiently assets generate revenue, calculated annually as revenue over average assets, and why industry and peers matter.

Explore how the inventory turnover ratio measures a company's efficiency in selling inventory by dividing cost of goods sold by average inventory. Compare higher ratios with peers.

Compare efficiency and profitability across Ford, Honda, and Toyota using ROIC, ROIC net profit margin, asset turnover ratio, and inventory turnover ratio.

Explore how dividend-paying companies move beyond growth, how payouts can be cash or stock, and how dividends may change or vanish. Analyze ratios to assess a company's ability to sustain dividend payments.

Understand the dividend payout ratio, the percentage of earnings paid as dividends, and how debt levels and peers influence sustainable payout decisions, including real estate investment trusts’ 90% minimum.

Explore dividend yield and how it reflects annual payouts relative to stock price, moving inversely with price changes, and assess consistency, payout percentage, and sector comparisons.

Assess the dividend growth rate ratio to gauge a company's year over year dividend growth and long-term profitability, highlighting stability for dividend aristocrats and sustainability over several years.

Compare four high dividend real estate investment trusts by dividend yield and payout ratio, highlighting sustainability risks. Contrast these with Apple and Microsoft payouts to show more stable dividends.

Use a stock screener to filter large-cap tech stocks by sector and industry, then apply key ratios, such as beta, current ratio, and price-to-book, to compare fundamentals.

Use an ETF screener to narrow options by asset class, liquidity, expense ratio, and dividends, then compare providers like BlackRock, Vanguard, State Street, Schwab.