Course curriculum

  1. 1

    • Please Read and Answer
  2. 2

    • Materials and Action prior to starting the content
  3. 3

    • Core Investment Foundations (+ High Level Investing, Asset Class Comparisons)

    • Step 1 Asset Allocation Spreadsheet

    • Returns / Objectives Calculator

  4. 4

    • Pound Cost Averaging - avoiding the binary approach that is "all or nothing"
  5. 5

    • Asset Allocation, Stocks v Bonds, Core & Satellite investing
  6. 6

    • Platforms, Fees, Tax-efficient Investing, ETFs v Funds

    • Platform Cost Comparison - a quick snapshot of the major ISA, SIPP, SSAS platforms

    • InvestEngine: a low-cost ETF-focused platform, summary slide
  7. 7

    • Satellite Selection & DD - REITs - Inflation Beneficiaries

    • Inflation Beneficiaries

    • Core-Satellite DD Spreadsheet
  8. 8

    • Module 5 - Stock Screening Tools and Techniques

    • Module 6 - Stock / Company Analysis and Selection
  9. 9

    • Options Investing Training Module

    • My Barchart Watchlist

    • Option Chain example (ARKK 1-month Options, from Barchart)
  10. 10

    • Due Diligence on Secured / 3rd Party Loans

    • SECURE DD Checklist and Platform DD checklist
  11. 11

    • Charting / Technical Analysis Tutorial