Stock Market Investing: Index Funds and ETFs

Name: Stock Market Investing: Index Funds and ETFs
Rating: 4.4 (13 reviews)

Learn how to design and rebalance your own portfolio quickly and efficiently using index funds and manage risks

Created byNova Foundry

Last updated 9/2021

English

What you'll learn

Stock Market Investing
Index Investing
Index Funds
Passive Investing
Exchange Traded Funds (ETFs)
Mutual Funds
Portfolio Design
Rebalancing
Dividends
Stock Market Fundamentals
Contribution
Financial Freedom

Course content

10 sections • 25 lectures • 2h 18m total length

Introduction0:57
Introduction to the course
Course Outline0:47
In this lecture we are going to cover the course outline

Index3:19
In this example we will cover what an index is and go over a couple of examples
Index Funds2:48
In this lecture we will go over what index funds are and why they were created for investors
Mutual Funds3:39
In this lecture we will cover mutual funds which can be a type of index funds
Exchange Traded Funds (ETF)9:27
In this lecture we will cover what Exchange Traded Funds are and their characteristics
Advantages of ETFs vs Mutual Funds10:25
In this lecture we will cover the advantages of investing in ETFs vs Mutual Funds

Research ETFs and Index Funds6:19
In this lecture we will cover why and how you can start to do your own research on Index Funds and ETFs to help you get insight and information about a specific fund and its properties
Example 1: SPY17:16
In this lecture we will do an in-depth walkthrough on how to get information about the S&P 500 ETF called SPY and taking a look at the fund factsheet
Example 2: QQQ20:38
In this lecture we will do an in-depth walkthrough on how to get information about the Nasdaq 100 ETF called QQQ and taking a look at the fund factsheet

Requirements

Interest in finance
Interest in investing in the stock market
Interest in fundamental analysis
Interest in index investing
Interest in portfolio design
Interest in financial freedom
Interest in growth investing and growth portfolios
Interest in building wealth

Description

In this course, you will learn about index funds and how to create your own portfolio using different types of index funds and manage risks with fixed income assets. We start by covering what index and index funds are. We will then go through different types of index funds and compare the advantages and disadvantages to help you decide which one might be a better choice for you. We will then do a walkthrough of some example index funds and I will show you how to research the funds you are interested and which platforms to use to get the necessary information and product factsheet.

Next, we will cover portfolio design based on your level of risk and tolerance. The course will cover model portfolios that you can use to help you get started. Then we will talk about managing risk in your portfolio using fixed income assets such as bonds. After creating a model portfolio, we will cover contribution and distribution of money across the portfolio. We then follow by shoeing you how to rebalance your portfolio. Lastly, we cover what dividends are and how you can use them to your advantage to help your portfolio grow faster.

This course is all about passive and index investing and learning to design your own portfolio to reach your goals.

Who this course is for:

Investors interested in passive and index investing
Investors interested in long term horizon
Investors who want to design their portfolio

Stock Market Investing: Index Funds and ETFs

What you'll learn

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Course content

Introduction2 lectures • 2min

Index and Index Funds5 lectures • 30min

Brokerages and Account Types for Investing2 lectures • 8min

Research ETFs and Index Funds3 lectures • 44min

Portfolio Design3 lectures • 18min

Model Portfolios4 lectures • 8min

Contribution2 lectures • 10min

Rebalancing2 lectures • 4min

Dividends1 lecture • 9min

Final Words1 lecture • 5min

Requirements

Description

Who this course is for: