Strategic Investing: The Art of Investing Like Professionals

Course curriculum

1. What is Investing?
2. Why invest?
3. The power of compounding
1. Overview of stock markets, bond markets, and other investment avenues
2. Introduction to key financial instruments: stocks, bonds, mutual funds
1. The relationship between risk and return
2. Diversification and its importance
1. Earnings Per Share (EPS), Price-to-Earnings Ratio (P/E), and other key metrics
2. Understanding financial statements
1. Short-term vs. long-term goals
2. Understanding one's risk appetite
1. Evaluating stocks: fundamental analysis
2. Evaluating bonds: interest rates, duration, and credit risk
1. Asset allocation and its importance
2. Rebalancing a portfolio
1. Real estate, commodities, cryptocurrency, and more
2. Pros and cons of each
1. Understanding capital gains tax
2. Tax-efficient investing strategies
1. Mutual Funds, Exchange Traded Funds (ETFs), and Index Funds
2. Advantages and disadvantages of each
1. Modern Portfolio Theory
2. Active vs. Passive Management
1. Psychological traps in investing
2. Overcoming biases
1. Introduction to options and futures
2. Using derivatives for hedging and speculation
1. Opportunities and risks of investing overseas
2. Currency risk
1. Understanding Environmental, Social, and Governance (ESG) criteria
2. Impact investing

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