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30-Day Money-Back Guarantee

This course includes:

  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
Finance & Accounting Investing & Trading Investing

VestU 101 - Investment Principles

Provides essential knowledge for becoming a competent investor
Rating: 4.2 out of 54.2 (24 ratings)
84 students
Created by Michael & Ted Patrick
Last updated 4/2018
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • You will learn about and understand the key principles of investing. This essential knowledge serves as a foundation for all investors.

Requirements

  • None

Description

Investment Principles covers an array of important topics including compounding and inflation, the true nature of stocks and bonds, diversification, volatility, and how the investment industry organizes investment products. Various types of investment mistakes and their impact are examined in detail along with methods to avoid them.

Successful investors capture the investment returns in financial markets when they occur, and adjust their portfolio periodically to retain their personal risk/reward preference.

Who this course is for:

  • Anyone interested in improving their investment outcomes.

Course content

15 sections • 40 lectures • 2h 18m total length

  • Preview06:36
  • Preview02:36
  • Preview01:34

  • Emotions and Investment Mistakes
    07:06
  • Investment Industry and Characteristics of Humans Quiz
    4 questions

  • Understanding Compounding
    04:30
  • Compounding Needs Time
    02:29
  • Compounding in Practice
    04:16
  • Compounding and Inflation
    02:48
  • Compounding Quiz
    4 questions

  • Nature of Common Stocks
    04:39

  • Market Segmentation
    01:50
  • Growth and Value
    03:56
  • Size and Style Box
    03:21
  • Common Stocks and Classifying Stocks Quiz
    5 questions

  • Nature of Bonds
    02:14
  • Price Risk of Bonds
    03:10
  • Credit Quality
    01:45
  • Bond Types and Funds
    02:47
  • Bonds Quiz
    6 questions

  • What is an Index?
    01:59
  • Stock Indices
    08:13
  • Bond Indices
    01:05
  • Indicies Quiz
    7 questions

  • What is Mean Reversion?
    04:01
  • Mean Reversion Cycles
    04:25
  • Mean Reversion Quiz
    2 questions

  • What is Market Timing?
    01:19
  • Can Markets be Timed?
    03:58
  • Selling Out of Stocks
    04:57
  • Chasing Returns
    03:07
  • Tactical Moves and Summary
    02:50
  • Market Timing Quiz
    6 questions

  • Fund Types and Expenses
    04:37
  • Investment Funds Quiz
    3 questions

Instructor

Michael & Ted Patrick
VestU - Unbiased Investment Education
Michael & Ted Patrick
  • 4.2 Instructor Rating
  • 29 Reviews
  • 95 Students
  • 3 Courses

Michael Patrick holds two degrees from Harvard University (B.A. and MBA) and has been investing professionally for 30 plus years. He supervised large endowments as Executive Vice Chancellor for Asset Management at The University of Texas System and as Chief Investment Officer for The Meadows Foundation. He currently runs an investment consulting firm in Dallas advising foundations and charitable organizations.

He has served on the board of directors of numerous companies including Cameron International Corporation (NYSE:CAM), where he was Chairman of the Audit Committee for over 15 years. On April 1, 2016 Cameron International Corporation was acquired by Schlumberger Limited (NYSE:SLB). He served in the U.S. Navy as a diving and demolition officer with a final rank of Lieutenant.

Ted Patrick holds an engineering degree from Vanderbilt University and has been writing software professionally for over 25 years. He currently runs a software consulting firm in Austin, Texas. His employment experience includes Adobe Systems, Barnes & Noble, Sencha Inc. and several startups.

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