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

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

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 Allocationeconted

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

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

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

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 Averageeconted

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 Resistanceeconted

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 Analysiseconted

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 Modellingeconted

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 Analysiseconted

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 Analysiseconted

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

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

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

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 Strategieseconted

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 Returneconted

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 Valuationeconted

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 Modeleconted

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 Modeleconted

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

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 →econted

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

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 Anomalieseconted

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)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 →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 →econted

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

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 Riskeconted

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

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

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 Margineconted

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

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 Regulationseconted

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

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 Marketseconted

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 →econted

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

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

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

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

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.econted

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

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

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 Securitieseconted

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

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 Ratingseconted

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