Investing101 Course Notes

Investing101 Course Link 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 1.9 Gold and Other Precious Metals 1.10 Foreign Currency and Foreign Stocks 1.11 Real Estate 1.12 Recent Performance of Investments 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 6.1 Information: 10-Ks, 10-Qs, 8-Ks 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 10.3 Staying Informed 10.4 Practice, Practice, Practice 10.5 Develop an Investing Strategy That Feels Right for You 10.6 Summary Quiz

May 12, 2025 · 3 min