The Market Foundations class bridges the gap from beginning investor to sophisticated investor. As investors begin to tackle the stock markets, their understanding of the basics will provide a solid foundation for their investing/trading lifetimes. From the understanding of market terminology, stock market fundamentals, broad market analysis, and institutional sector rotation, the investor is confident to make investments and grow their portfolios. Market Foundations takes the beginning investor through the process of analyzing market trends, opening brokerage accounts, and placing real and virtual trades. We also explore the fantastic new world of ETF’s (Exchange Traded Funds) as a fantastic alternative to lower return mutual fund investing. The Market Foundations class prepares each investor for a lifetime of successful investing.
Session #1 - Introduction to the Markets
- Market Terminology
- Tools of the Trade
- Using the InvestView software
Session #2 - Due Dillegence
- Fundamental Analysis
- Technical Analysis
- Sentiment
- Economy
- News
Session #2 - Broad Market Analysis
- Top down Analysis process defined
- Analyzing Broad Markets
- Sector Analysis & Rotation Model
- ETF’s
Session #4 - Preparation for Live Trading
- Online Brokerage Accounts
- Paper Trading
- Order Entry Types