Creating Your Investment Strategy

Creating Your Investment Strategy

Here's what you'll learn:

  1. 1Investment Strategies
  2. 2Introduction to Value Investing
  3. 3Income Investing
  4. 4Small Cap Investing
  5. 5Socially Responsible Investing
  6. 6Finding Stock Ideas

Mike N.

CFA Level II Candidate

It has truly been a pleasure to take these courses and understand in laymen's terms how the investment process works.

Introduction to the Pack

Don’t invest your money in stocks blindly. These investments strategies will help you carve the path towards your financial goals.

57913 users are already taking this course

6 Courses

Compass

Investment Strategies

This will will teach you the basics of building an investment strategy.

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  1. 1 What You're About to Learn
  2. 2 Value Investing
  3. 3 Buying Simple Companies
  4. 4 Growth Investing
  5. 5 Buying Stocks with Growing Sales
  6. 6 Buying Growing Companies
  7. 7 Quiz
Value Investor

Introduction to Value Investing

Learning the basics of investing is one thing, but having a plan or strategy can really bring up your investing game. This course will take you through the basics of value investing, and start you on your road to becoming the next Warren Buffett…maybe.

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  1. 1 Introduction
  2. 2 What is Value Investing?
  3. 3 Characteristics of a Value Company
  4. 4 Fundamental Analysis
  5. 5 Value Stocks
  6. 6 What Kind of Investor are you?
  7. 7 Case Study - Warren Buffett
  8. 8 Quiz
Income Investor

Income Investing

Income investing is one of the safest ways to grow your nest-egg and set up a secure retirement. This course will teach you what income investing is, and the different paths you can take to grow your income investment portfolio.

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  1. 1 What is Income Investing?
  2. 2 The Importance of Fixed Income
  3. 3 Bonds
  4. 4 Fixed Income Stocks
  5. 5 Income-Producing Funds: Mutual Funds vs. ETFs
  6. 6 To REIT or Not to REIT?
  7. 7 Changing Landscape of Income Investing
  8. 8 Quiz
Small Caps

Small Cap Investing

Companies come in all shapes and sizes. Learn now to invest in small companies the right way.

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  1. 1 Investing vs. Fishing
  2. 2 Market Capitalization
  3. 3 The Allure of Small Caps
  4. 4 Investing in Small Cap Stocks
  5. 5 Buy A Small Cap Stock
  6. 6 Are You A Small Cap Investor?
  7. 7 Bait Your Hook
  8. 8 Quiz
SRI

Socially Responsible Investing

Are you the type of person who thinks that companies chasing nothing but profits are evil? This course will teach you how to invest in companies with a conscience.

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  1. 1 Intro to Socially Responsible Investing
  2. 2 What is SRI
  3. 3 Case Study: Green Mountain Coffee
  4. 4 What are Socially Responsible Companies?
  5. 5 Examples of Socially Responsible Companies
  6. 6 SRI Indexes
  7. 7 The Future of SRI
  8. 8 Quiz
Lightbulb

Finding Stock Ideas

Getting involved in the stock market means you’ve got to start somewhere. This course will give you the tools to find stock picking ideas and kickstart your investing career.

0% Complete

  1. 1 Generating Ideas
  2. 2 Interest-Based Investing
  3. 3 Stock Screeners
  4. 4 Piggyback Strategies
  5. 5 Using Social Media
  6. 6 Case Study
  7. 7 Using the News
  8. 8 Technical Analysis
  9. 9 Find Stocks From The Best
  10. 10 Quiz

Instructor

Ryan Hops

Wall Street Survivor

Former hedge fund analyst in Hong Kong, Ryan joined Wall Street Survivor in 2008 to help build the next generation of financial education.