In this lesson we examine dollar cost averaging. Lesson 55 – Dollar Cost Averaging AdvertisementsPor econted

In this lesson we compare and contrast individual and institutional investors. Lesson 54 – Institutional and Individual InvestorsPor econted

In this lesson we examine how life cycle theory can be used to inform the individual’s asset allocation decision. Lesson 53 – Life Cycle Theory of Risk and Asset AllocationPor econted

In this lesson we explore the role of asset allocation in determining a portfolio’s return. Lesson 52 – Asset AllocationPor econted

In this lesson we introduce the portfolio management process. Lesson 51 – The Portfolio Management ProcessPor econted

In this lesson we examine how breadth and sentiment indicators, both “technical indicators”, can be used in technical analysis. Lesson 50 – Technical IndicatorsPor econted

In this lesson we examine how moving average can be utilized in technical analysis to predict bear and bull trends. Lesson 49 – Technical Analysis and Moving AveragePor econted

In this lesson we learn how how OHLC bars are formed. We also examine how support and resistance lines are formed to create continuation patterns and indicate changing trends. Lesson 48 – Charting with OHLC, Support and ResistancePor econted

In this lesson we introduce technical analysis and “Dow Theory” as price and volume are examined to spot bear and bull trends. Lesson 47 – Introduction to Technical AnalysisPor econted

In this lesson we examine different perspectives one can use to consider growth when formulating a P/E model. Lesson 46 – Growth Rate and Analytic Perspectives in P/E ModellingPor econted

In this lesson we examine the role of ROE and the sustainable (internal) growth in formulating earnings expectations and estimating intrinsic value in fundamental models. Lesson 45 – ROE and Growth Rates in Fundamental AnalysisPor econted

In this section we look at how a company’s financial statements portray earnings and their role in fundamental analysis. Lesson 44 – An Overview of Financial Statements in Fundamental AnalysisPor econted

In this lesson we examine the bottom-up strategy of looking for “growth” stocks. Lesson 43 – Bottom Up Fundamental Strategies – Growth CompaniesPor econted

In this lesson we examine the bottom-up strategy of looking for “value” stocks. Lesson 42 – Bottom Up Fundamental Strategies – Value CompaniesPor econted

In this lesson we examine top down fundamental strategies focusing on sector rotation, marketing timing and asset allocation strategies. Lesson 41 – Top Down Fundamental StrategiesPor econted

In this examine we give a general overview to using passive and active techniques to assess stock valuations. Lesson 40 – Introduction to Active and Passive Stock StrategiesPor econted

In this lesson we examine how to model the required rate of return using the DDM Lesson 39 – An Example of DDM Construction and the Implied Required Rate of ReturnPor econted

In this lesson, we show how an analyst would use research with the DDM to create a model stock price. Lesson 38 – An Example of DDM Construction and Price ValuationPor econted

In this example we investigate the concept of how future earnings “justify” higher and lower P/E values and how this can be used evaluate the price of a stock. Lesson 37 – Fundamental Analysis and the P/E Ratio ModelPor econted

In this lesson we introduce how to use the dividend discount model to evaluate a stock’s price. Lesson 36 – Fundamental Analysis and the Dividend Discount ModelPor econted

In this lesson we examine how to calculate bond yields. Lesson 35 – Bond YieldsPor econted

In this lesson we examine how the intrinsic value is used to calculate the price of a bond. We also examine how to calculate the accrued interest of a bond and incorporate it into the bond’s cash price. Lesson 34 … Continue reading →Por econted

In this lesson we examine how bonds are valued using the concept of “intrinsic value”. Lesson 33 – Intrinsic Value and Bond ValuationPor econted

In this lesson we examine implications for investment strategies in efficient markets and some anomalies which contradict the efficient market hypothesis. Lesson 32 – EMH Investing Implications and AnomaliesPor econted

In this lesson we examine the efficient market hypothesis and how it considers information to assess the value of a stock. Lesson 31 – The Efficient Market Hypothesis (EMH)Por econted

In this lesson we explore how beta, as a measurement of risk, can be used to calculate the required rate of return needed to justify the risk associated with an individual asset in the CAPM. Lesson 30 – Beta and the … Continue reading →Por econted

In this lesson we examine how to measure risk and return in a portfolio. We then examine how theories of risk and return create the theories of risk minimization of modern portfolio theory. Lesson 27 – Portfolio Risk and Return … Continue reading →Por econted

In this lessons we examine how to use standard deviation to measure securities risk. Lesson 26 – Uncertainty, Risk and Standard DeviationPor econted

In this lesson we examine the concept of standard deviation as a measurement of risk and identify the sources of systematic and non-systemic securities risk. Lesson 25 – Measurement and Sources of RiskPor econted

In this lesson we examine how the geometric and arithmetic means are calculated and used to measure expected return. Lesson 24 – Geometric and Arithmetic MeansPor econted

In this lesson we examine the rules and dynamics associated with short selling. Lesson 23 – Short SellingPor econted

In this lesson we discuss how one can use margin to buy securities. We also discuss the minimum account balances and maximum allowable loans when maintaining a margin position. Lesson 22 – Buying on MarginPor econted

In this lesson we will discuss the different types of orders and investor can place when buying or selling a security. Lesson 21 – Securities OrdersPor econted

In this lesson we will discuss how a trade is cleared as well as the different rules and regulations which govern market activity. Lesson 20 – Market Clearing and Market RegulationsPor econted

In this lesson we discuss the different types of brokerages and brokerage accounts. Lesson 19 – Brokerages and Brokerage AccountsPor econted

In this lesson we will examine the structure of secondary markets and describe how indexes are used to measure secondary market activity. Lesson 18 – Secondary MarketsPor econted

In this lesson we look at the role of financial markets in the creation and distribution of financial securities. We also examine how securities are created and sold in the primary market as well as the process of underwriting an … Continue reading →Por econted

In this lesson we examine the categories of mutual funds and fees associated with owning mutual funds. Lesson 16 – Mutual Fund Categories and FeesPor econted

In this lesson we examine how Net Asset Value (NAV) is used to value mutual funds. Lesson 15 – Net Asset Value of Mutual FundsPor econted

In this lesson we examine the three structure of investment funds – unit trust, open-end and close-end. Lesson 14 – Introduction to Investment FundsPor econted

In this lesson we examine the structure of options, futures and forwards. Lesson 13 – DerivativesPor econted

In this we examine some of the characteristics of common shares and where one looks to understand the share’s value. Lesson 12 – Characteristics of Common Shares.Por econted

In this lesson we examine the structure of common shares to compare and contrast their characteristics to preferred shares. Lesson 11 – Common SharesPor econted

In this lesson we examine preferred shares and the idea of it being a “hybrid” security more closely. Lesson 10 – Preferred SharesPor econted

In this lesson will introduce equity securities such as preferred shares and common shares, comparing and contrast their equity characteristics. Lesson 9 – Introduction to Equity SecuritiesPor econted

In this short lesson we examine how asset back securities function. Lesson 8 – Asset Backed SecuritiesPor econted

In this lesson we explore typical clauses used to modify bond contracts and the system used to rate bonds. Lesson 7 – Bond Contract Details and Bond RatingsPor econted

In this lesson we examine the basic characteristics of bonds as financial securities. Lesson 6 – Fixed Income and BondsPor econted