Basic Investing Concepts

For beginners who want to explore the realm of investing, starting with the basic concepts of Investment Theory.

7 Lessons

Easy
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Skills Overview

Some skills are essential for every investor, and some are not. You don't have to learn how to invest as skillfully as Warren Buffet in order to be good at this. You just need to learn a few fundamental skills. Once that is done, you can add more advanced skills if you so desire, and if you have the time to work on it.

 

4 Lessons

Easy
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Intro & Overview

How to build your portfolio from the ground up. Covers topics like:

  • Asset Allocation
  • Diversification
  • Security Selection
  • Monitoring & Maintenance

4 Lessons

Intermediate
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Investment Strategies

There is no such thing as the perfect investment strategy. Each investor must decide how to approach investing, and choose a strategy or strategies that are best suited for their goals and expectations, and risk preferences. This lesson describes some of the most popular strategies in use today.

2 Lessons

Intermediate
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Your Game Plan

The Game Plan (formally known as an Investment Policy Statement or IPS) is the most valuable tool in your investor toolbox. It contains everything you need to know about making trading decisions. It's your roadmap, your Northstar, and your troubleshooting guide. This course shows you how to write one that is practical and robust.

4 Lessons

Advanced
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Intro to Critical Thinking

Overview of basic concepts; definition of terms & conventions used; list of key critical thinking errors

2 Lessons

Intermediate
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What Is Your Investment Policy

Every investor has an Investment Policy, whether they know it or not. Learn what it is, what it's for, and why it's so important to your investment performance.

Intermediate
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