Active Investing CD Part 1
The goal of this course is to deliver a generally accepted method of Investing that is geared towards more active, self-managed participation that can enhance your overall investing experience and discovery of the markets. The focused Time Frame for active investing is 6 months or greater, thus we will be focused on the Monthlies, Weeklies and Dailies, rather than on Intraday charts.
The point of the class is to teach a Self-Managed method of investing, rather than having to sacrifice good portions of profits to Managed Money such as Managed Accounts, Over-exposure to (non-Indexed) Mutual Funds. You will gain greater control over your Financial Exposure, and to allow yourself to learn from the fascinating world of the financial markets. This education will help you whether you want to have a specific investment account, or just simple allocations for your 401K, IRA s or College Education investing
The class begins from the ground-up, and is suitable even for those who have no prior self-managed investment experience. We will discuss the basics and foundational concepts in investing.
We will discuss the different asset classes and characteristics of them. This is covered in order to set a good foundation and to help you identify asset allocation specific to your needs.
Classifying Risk and Determining Tolerance is a very important foundational aspect of the course
The Key Concepts explained in this course include proper allocation, portfolio diversity, investor flexibility and how to perform your periodic analysis.
We will cover Funds and distinguishing one Fund type to the other, as well as identifying key characteristics that are important to Allocation
We will also examine the combined approach of Fundamental and Technical analysis as a new modern way to select Financial Assets
In this Course you will learn about:
- Understand the True Market Place
- Design a Investment Plan that is Repeatable
- Find Stocks that are Worthwhile
- Develop Strategies and Tactics that are High Probability Successes
- Use “Real” Risk Management
- See Set-ups through a combination of Fundamental and Technical Analysis
- Execute your Plan with Professional Tools and Proper Order Routing
- Develop a Professional Discipline to allow You to Achieve your Goals
And much, much more.
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