The Complete Investor Bootcamp

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365 Careers

12:20:00

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1 - What Does the Course Cover

1 - Corporate Finance Formulas.txt

1 - Equity Investments Formulas.txt

1 - Portfolio Management Formulas.txt

1 - What Does the Course Cover.mp4

03:43

2 - How to Calculate Fair Value In Just 4 Minutes.mp4

04:33

2 - Practical Concepts

3 - Introduction.mp4

01:23

4 - A Guide to Yahoo Finance Part 1.mp4

04:28

5 - A Guide to Yahoo Finance Part 2.mp4

05:26

6 - AAPL-Daily-returns-01.07.2018-01.07.2020-Formatted.xlsx

6 - AAPL-Daily-returns-01.07.2018-01.07.2020-Unformatted.csv

6 - How to Download Historical Price Data in Excel Yahoo Finance.mp4

03:19

7 - How to Download Historical Price Data in Excel Google Finance.mp4

05:34

8 - Formatted-spreadsheet.xlsx

8 - Formatting a Spreadsheet.mp4

01:23

9 - Annual-10-K-Report-Apple-2019.pdf

9 - Annual-10-K-Report-Apple-2019.xls

9 - Financial-Report-Apple-10-K-SEC.xlsx

9 - How to Download Financials.mp4

04:59

10 - Stock vs Index Fund Investing.mp4

05:13

11 - The Most Popular Stock Indexes and Their Composition.mp4

04:09

3 - Finance Fundamentals

12 - How to Calculate Rates of Return.mp4

07:01

13 - AAPL-Average-Rates-of-Return.xlsx

13 - How to Calculate Rates of Return Excel.mp4

04:24

14 - Mean Variance and Covariance of Asset Returns.mp4

05:41

14 - ORCL.xlsx

15 - Variance and Standard Deviation of Returns Excel.mp4

02:02

16 - Covariance and Correlation Between Two Stocks Excel.mp4

03:18

16 - Covariance-and-Correlation.xlsx

17 - Portfolio Risk and Return.mp4

04:22

18 - Portfolio Risk and Return Excel.mp4

03:17

18 - Portfolio-Risk-and-Return.xlsx

19 - Risk Aversion.mp4

05:01

20 - Risk Aversion Implications.mp4

08:48

21 - Risk Aversion Practice questions.html

21 - Risk-Aversion-Implications.pdf

22 - Risk Aversion Practice questionsAnswers with explanations.html

22 - Risk-Aversion-Implications-answers-with-explanations.pdf

4 - Interaction Between Assets

1 - Portfolio Risk and Return part 1.html

23 - Major Asset Classes.mp4

05:34

24 - Historical vs Expected Returns.mp4

03:32

25 - The Correlation Coefficient.mp4

05:28

26 - Investment Opportunity Set.mp4

02:39

27 - MinimumVariance Frontier.mp4

03:25

28 - Efficient-Frontier.xlsx

28 - MinimumVariance Frontier Excel.mp4

04:24

29 - Capital Allocation Line.mp4

06:08

30 - Optimal Risky Portfolio Excel.mp4

03:47

30 - Optimal-Risky-Portfolio.xlsx

31 - Capital Allocation Line Excel.mp4

06:29

31 - Capital-Allocation-Line.xlsx

32 - Optimal Investor Portfolio.mp4

03:16

5 - Portfolio Risk and Return

33 - Twofund Separation Theorem.mp4

04:24

34 - CAL vs CML.mp4

07:20

35 - Systematic vs Unsystematic Risk.mp4

03:30

36 - Returngenerating Models.mp4

06:39

37 - Calculate and Interpret Beta.mp4

04:54

38 - Regression analysis.mp4

03:24

39 - Calculate-Beta-3-different-methods.xlsx

39 - How to Calculate Beta in Excel.mp4

08:53

40 - Capital Asset Pricing Model CAPM.mp4

05:34

41 - Security Market Line SML.mp4

03:36

42 - Expected Return CAPM.mp4

04:23

43 - CAPM Applications.mp4

04:03

44 - Sharpe Ratio and M2 Ratio.mp4

04:14

45 - Treynor Ratio and Jensens Alpha.mp4

05:18

46 - Performance Measures Example.mp4

04:50

6 - Overview of Equity Securities

47 - Equity Securities Characteristics.mp4

07:12

48 - Voting Rights.mp4

01:50

49 - Private vs Public Equity.mp4

06:16

50 - Nondomestic Stocks.mp4

07:58

51 - Equity Risk and Return.mp4

05:04

52 - The Role of Equity in Company Financing.mp4

01:50

53 - Market vs Book Value of Equity.mp4

01:45

54 - Return on Equity.mp4

04:28

55 - Cost of Equity.mp4

04:02

7 - Introduction to Industry and Company Analysis

56 - Industry Analysis.mp4

03:07

57 - Industry Classification Systems.mp4

04:02

58 - Commercial Industry Classification Systems.mp4

03:16

58 - Global-Industry-Classification-Standard.pdf

59 - 2017-NAICS-Manual.pdf

59 - Governmental Industry Classification Systems.mp4

03:16

60 - Cyclical vs Noncyclical Firms.mp4

05:13

61 - Peer Group Analysis.mp4

03:51

62 - Industry Analysis Elements.mp4

06:04

63 - Strategic Analysis Principles.mp4

08:21

64 - Barriers to Entry.mp4

06:07

65 - Industry Concentration.mp4

05:33

66 - Industry Capacity.mp4

06:07

67 - Industry Lifecycle Model.mp4

07:42

68 - Representative Industries Characteristics.mp4

05:48

69 - Industry Growth Profitability and Risk External Influences.mp4

05:11

70 - Company Analysis Elements.mp4

08:28

71 - Practice Questions.html

71 - Practice-questions-Intoduction-to-Industry-and-Company-Analysis.pdf

72 - Practice Questions Answers and Explanations.html

72 - Practice-questions-answers-with-explanations-NS.pdf

8 - Market Organization and Structure

73 - Financial System Functions.mp4

01:47

74 - Financial System Purposes.mp4

04:32

75 - Equilibrium Interest Rate.mp4

02:40

76 - Asset Classification.mp4

05:03

77 - Security Types.mp4

04:48

78 - Pooled Investment Vehicles.mp4

08:09

79 - Currencies.mp4

02:20

80 - Derivative Contracts.mp4

07:37

81 - Real Assets.mp4

03:50

82 - Financial Intermediaries.mp4

03:59

83 - Dealers.mp4

03:50

84 - Depository Institutions.mp4

03:13

85 - Insurance Companies.mp4

02:44

86 - Arbitrageurs.mp4

02:54

87 - Clearinghouses and Custodians.mp4

02:46

88 - Long and Short Position.mp4

03:59

89 - Short Position.mp4

02:46

90 - Leveraged Position.mp4

03:44

91 - Leverage Ratio.mp4

04:25

92 - Margin Call.mp4

02:48

93 - Trade Order.mp4

02:38

94 - Execution Instructions.mp4

06:39

95 - Validity Instructions.mp4

05:45

96 - Clearing Instructions.mp4

01:47

97 - Primary vs Secondary Market.mp4

01:57

98 - Initial Public Offering IPO.mp4

05:56

99 - Other Primary Market Transactions.mp4

05:46

100 - Secondary Market Structures.mp4

04:09

101 - Execution Mechanisms.mp4

07:22

102 - Market Information Systems.mp4

01:21

103 - Characteristics of a Wellfunctioning Financial System.mp4

04:48

104 - Market Regulation.mp4

04:39

105 - Practice Questions.html

105 - Practice-questions.pdf

106 - 44-zzz-Practice-questions-answers-and-explanations.pdf

106 - Practice questions answers and explanations.html

9 - Security Market Indexes

107 - Security Market Index.mp4

01:23

108 - Price and Total Return.mp4

04:57

109 - Singleperiod Total Return.mp4

02:06

110 - Index Value Multiple Time Periods.mp4

02:28

111 - Index Construction and Management.mp4

02:14

112 - Index Weighting.mp4

02:57

113 - Equal Weighting.mp4

02:06

114 - Marketcapitalization Weighting.mp4

01:59

115 - Floatadjusted Marketcapitalization Weighting.mp4

02:14

116 - Fundamental Weighting.mp4

02:31

117 - Priceweighted Index Value and Return in Excel.mp4

05:12

118 - Marketcapitalizationweighted Index Value and Return in Excel.mp4

03:07

119 - Equalweighted Index Value and Return in Excel.mp4

04:24

120 - Index returns Excel.html

120 - Index-returns.xlsx

121 - Index Rebalancing.mp4

03:43

122 - Market Indexes Applications.mp4

05:05

123 - Equity Index Types.mp4

03:54

124 - FixedIncome Index Types.mp4

01:33

125 - Alternative Investment Index Types.mp4

04:21

126 - Security Market Indexes Comparison.mp4

04:50

127 - Practice Questions.html

127 - Practice-questions.pdf

128 - Practice Questions with Answers.html

128 - Practice-questions-answers-with-explanations.pdf

10 - Market Efficiency

129 - Market Efficiency.mp4

04:15

130 - Market vs Intrinsic Value.mp4

02:20

131 - Market Efficiency Factors.mp4

06:53

133 - Market Efficiency Forms Implications.mp4

05:05

134 - Market Anomalies.mp4

02:53

135 - Market Anomalies Types.mp4

04:13

136 - Momentum and Overreaction Anomalies.mp4

03:20

137 - CrossSectional Anomalies.mp4

02:54

138 - Other Market Anomalies.mp4

06:31

139 - Behavioral Finance.mp4

04:41

11 - Technical Analysis

140 - Technical Analysis Principles Applications Assumptions.mp4

02:56

141 - Charts Used in Technical Analysis.mp4

05:32

142 - Other Tools Used in Technical Analysis.mp4

01:52

143 - Trend Support and Resistance Lines.mp4

03:57

144 - Common Chart Patterns.mp4

04:25

145 - Price Indicators.mp4

03:46

146 - Momentum Oscillators.mp4

03:42

147 - Nonprice Based Indicators.mp4

04:47

148 - Technical Analysis Cycles.mp4

04:07

149 - Intermarket Analysis.mp4

01:09

12 - Portfolio Management An Overview

150 - Portfolio Approach.mp4

05:12

151 - Portfolio Management Process.mp4

06:30

152 - Types of Investors.mp4

06:58

153 - DB and DC plans.mp4

05:35

154 - The Asset Management Industry.mp4

06:13

155 - Closed-end-vs.Open-end-Mutual-funds-Advantages-and-Disadvantages.pdf

155 - Lifecycle-Fund-Example.pdf

155 - Mutual Funds.mp4

11:28

155 - Mutual-Fund-Def-Careers.pdf

155 - Mutual-Fund-Types.pdf

156 - SMAs and ETFs.mp4

04:49

157 - Hedge Funds.mp4

04:27

157 - Main-Hedge-Fund-Strategies.pdf

158 - Private Equity.mp4

08:22

159 - Practice Questions.html

159 - Practice-questions.pdf

160 - Practice Questions with Answers.html

160 - Practice-questions-Answers-and-explanations.pdf

13 - Equity Valuation Concepts and Tools

161 - Market vs Intrinsic Value.mp4

06:27

162 - Equity Valuation Models Categories.mp4

03:31

163 - Dividend Payments.mp4

05:44

164 - Dividend Payment Chronology.mp4

02:27

165 - Dividend Discount Model DDM.mp4

06:13

166 - Freecashflowtoequity Model.mp4

04:17

167 - Required Rate of Return Common Equity.mp4

03:42

168 - Fundamental Value of Preferred Stock.mp4

02:08

169 - Gordon Growth Model.mp4

07:17

170 - Multistage Dividend Discount Model.mp4

05:01

171 - Present Value ModelsOverview.mp4

02:43

172 - Multiplier Model.mp4

04:43

173 - Common Price Multiples.mp4

04:56

174 - Price Multiples Based on Fundamentals.mp4

04:31

175 - Price Multiples Based on Comparables.mp4

05:54

176 - Enterprise Value Multiples.mp4

05:24

177 - Assetbased Valuation Model.mp4

04:24

178 - Equity Valuation ModelsStrengths and Weaknesses.mp4

03:42

179 - Practice questions.html

179 - Practice-Questions.pdf

180 - Practice Questions with Answers.html

180 - Practice-Questions-Answers-and-explanations.pdf

Description

The Key to Successful, Profitable, and Sustainable Future? Investing. (Learn How to Make Money in the Stock Market)

What You'll Learn?

How to read a company’s summary page on Yahoo Finance
Download historical stock prices
Calculate rates of return and volatility measures
Compare the risk and return profiles of different securities
Calculate risk and return of a portfolio of stocks
Understand the concepts of correlation and diversification
Build the efficient frontier in Excel/Google Sheets
Discover how to download a company’s annual 10-K report and how to read it
Understand the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models
Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha
You will also master fundamental valuation concepts such as fair and market value
Distinguish between public and private equity securities
Compare the market and book value of equities
Calculate the intrinsic value of a stock using the Dividend discount model
Explain why we use price multiples to value equity securities
Perform industry analysis
Use the industry life cycle model
Define primary and secondary markets
We will also calculate and interpret the value, price, and total return of an index
Contrast the different weighting methods used in index construction
Summarize the factors that affect market efficiency
Characterize behavioral finance and its relevance to understanding market anomalies
Review the principles of technical analysis
Examine common chart patterns

Who is this for?

Beginner investors

Individuals interested in investments

Investors who want to learn hands-on analysis techniques in Excel/Google Sheets

People who want to pursue financial freedom

Individuals who want to pursue a passive income lifestyle

Anyone interested in stock markets and financial securities

What You Need to Know?

No prior knowledge is required

A spreadsheet tool: Microsoft Excel (any version) or Google Sheets

More details

Description
What are your financial aspirations?
Are you looking to boost your traditional income or lay the groundwork for early retirement? Or perhaps your ultimate goal is complete financial freedom?
Whatever your vision of success may be, one thing is clear: few factors are as critical to your journey as mastering the knowledge of where and how to invest wisely.
Donâ€™t leave your cash sitting in the bank just because the stock market feels too sophisticated.
Whilst investment manager and mutual fund fees can be very expensive at times, you shouldnâ€™t let this stand in your way.
To get ahead of the game, you can now learn how to invest on your own. Become a prepared investor who understands how the stock market functions.
You donâ€™t need to be an expert in the field of finance. This course will help you unravel the defining concepts of financial markets, right from the get-go. You will learn about value investing and how to measure the performance of stocks, indexes, mutual funds, and ETFs.
We will explain different risk measures, and you will get to know how to be a disciplined investor who is aware of the underlying volatility on the market. That way, you will be better able to earn a living with none of the guessing games and uncertainty.
Put your resources to work and get a clear idea of what kind of investments are available to you today.
This course aims at developing your financial skills and aptitude. The key thing to remember is that there is no magic bullet for making six- and seven-figure profits overnight. This isnâ€™t realistic and you should not trust anyone promising you such outcomes. Itâ€™s all about governing your money properly!
What we will do together is cover some very important topics that will build a solid foundation for becoming knowledgeable enough to invest in the stock market. Using your own analysis and forming your own ideas are two of the main skills you will acquire along the way.
In this course, you will also learn how to:
- Download financial data and interpret the data available in different financial sources
- Calculate rates of return and volatility measures
- Understand the concepts of correlation and diversification
- Interpret the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models
- Build the efficient frontier in Excel
- Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensenâ€™s alpha
- Distinguish between public and private equity securities
- Compute the intrinsic value of a stock using the Dividend discount model
- Use the industry life cycle model
- Define primary and secondary markets
- Calculate and interpret the value, price, and total return of an index
- Contrast the different weighting methods used in index construction
- Characterize behavioral finance and its relevance to understanding market anomalies
- Review the principles of technical analysis, and examine common chart patterns
- Describe the different types of investors, and consider the various aspects of the asset management industry
Donâ€™t forget that the course comes with Udemyâ€™s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are sure the course will provide tons of value for you?
Go ahead and subscribe now! Acquire these skills and leap at the opportunity to set yourself apart from the crowd. Take no chances when planning for your future! Let's start learning together today!
Who this course is for:
Beginner investors
Individuals interested in investments
Investors who want to learn hands-on analysis techniques in Excel/Google Sheets
People who want to pursue financial freedom
Individuals who want to pursue a passive income lifestyle
Anyone interested in stock markets and financial securities

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365 Careers

Instructor's Courses

365 Careers is the #1 best-selling provider of business, finance, and data science courses on Udemy. The company’s courses have been taken by more than 2,000,000 students in 210 countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings. Currently, 365 focuses on the following topics on Udemy: 1) Finance – Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA2) Data science – Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQL and Tableau, the integration of SQL, Python, Tableau, Power BI, Credit Risk Modeling, and Credit Analytics, Data literacy, Product Management, Pandas, Numpy, Python Programming, Data Strategy3) Entrepreneurship – Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing4) Office productivity – Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook5) Blockchain for BusinessAll of our courses are: - Pre-scripted - Hands-on - Laser-focused - Engaging - Real-life tested By choosing 365 Careers, you make sure you will learn from proven experts, who have a passion for teaching, and can take you from beginner to pro in the shortest possible amount of time. If you want to become a financial analyst, a data scientist, a business analyst, a data analyst, a business intelligence analyst, a business executive, a finance manager, an FP&A analyst, an investment banker, or an entrepreneur365 Careers’ courses are the perfect place to start.

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