Chapter 1: Introduction to Investing#
1.1 Understanding Investment Choices#
1.2 Bank and Credit Union Products#
1.3 Certificates of Deposit (CDs)#
1.4 Stocks#
1.5 Mutual Funds#
1.6 ETFs (Exchange-Traded Funds)#
1.7 Bonds#
1.8 Commodities#
1.10 Foreign Currency and Foreign Stocks#
1.11 Real Estate#
1.13 Resources#
Quiz#
Chapter 2: How the Stock Market Works and Why It Moves#
2.1 What Are Stock Exchanges?#
2.2 A History Lesson – Wall Street#
2.3 Other Stock Exchanges#
2.4 Public vs. Private Companies & IPOs vs. Secondary Market#
2.5 Market Timing and Moving#
2.6 Bull vs. Bear Markets#
2.7 The Danger of Trying to Time the Market#
2.8 Brokers and How to Choose the Right Ones#
2.9 Why Stocks Offer High Returns#
2.10 Individual Stocks vs. Mutual Funds#
2.11 Resources#
Quiz#
Chapter 3: Making Your First Trade#
3.1 How to Look Up a Ticker Symbol#
3.2 Understanding Stock Quotes#
3.3 Types of Orders – Market, Limit, Stop#
3.4 Order Terms#
3.5 Buying on Margin#
3.6 Short Selling#
3.7 How to Record Gains and Losses#
3.8 Set Goals and Targets#
3.9 Resources#
Quiz#
Chapter 4: Building Your $100,000 Portfolio#
4.1 Risk, Reward, and Diversification#
4.2 Measuring Risk: The Sharpe Ratio#
4.3 Buying Stocks That You Know#
4.4 Meet Warren Buffett#
4.5 Meet Peter Lynch#
4.6 Stock Screeners#
4.7 Popular Analysts and Websites#
4.8 Resources#
Quiz#
Chapter 5: Now That I Own It, What Should I Do?#
5.1 Ride Your Winners#
5.2 Don’t Fall in Love With Your Stocks#
5.3 Never Lose More Than 10%#
5.4 Diversify, Diversify, Diversify#
5.5 Know When to Hold ’Em, Know When to Fold ’Em#
5.6 Watch the Volume!#
5.7 Keep to Your Exit Strategies#
5.8 Resources#
Quiz#
Chapter 6: Fundamental Analysis – Understanding Earnings and Cash Flow#
6.2 The Income Statement – Introduction#
6.3 Operating Income, EBITDA, Net Income#
6.4 Understanding Cash Flow Statements#
6.5 EPS, P/E Ratios, Cash Flow Per Share, ROE#
6.6 Revenue and Earnings Estimates#
6.7 Balance Sheet#
6.8 Management#
6.9 New and Improved Products#
6.10 Competition#
6.11 Resources#
Quiz#
Chapter 7: Technical Analysis – Common Charts and Terms#
7.1 How to Read Stock Charts#
7.2 Cup with Handle#
7.3 Head and Shoulders#
7.4 Breakouts#
7.5 Double Bottom#
7.6 Trendlines#
7.7 Wedges and Flags#
7.8 Candlesticks#
7.9 MACD#
7.10 Fibonacci Ratios#
7.11 Moving Averages#
7.12 Relative Strength Index (RSI)#
7.13 Support and Resistance#
7.14 Bollinger Bands#
7.15 Resources#
Quiz#
Chapter 8: Current Hot Topics in Trading#
8.1 Manias, Bubbles, and Crashes#
8.2 Day Trading#
8.3 Swing Trading#
8.4 Penny Stocks#
8.5 Buy and Hold#
8.6 Growth at a Reasonable Price (GARP)#
8.7 Insider Transactions#
8.8 Short Squeeze#
8.9 Cryptocurrency Trading#
8.10 ESG Investing#
8.11 Resources#
Quiz#
Chapter 9: Introduction to Options#
9.1 What Are Options?#
9.2 Call Options#
9.3 Put Options#
9.4 Making Your First Option Trade#
9.5 Writing Covered/Naked Calls#
9.6 Volatility#
9.7 Implied Volatility#
9.8 Option Pricing – Black-Scholes Model#
9.9 Put versus Call Interest#
9.10 Resources#
Quiz#
Chapter 10: The Investors’ Guide to Success#
10.1 Ten Keys to Remember#
10.2 Ten Mistakes to Avoid#
10.4 Practice, Practice, Practice#
10.5 Develop an Investing Strategy That Feels Right for You#
10.6 Summary#
Quiz#