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(This course is also available for immediate delivery! We discuss whether to lump sum your money or use dollar cost averaging. We discuss common investing mistakes and how to rebalance your portfolio.
Amon & Christina – Stock Market Investing for F.I.R.E 2022
This Course includes:
More than 4 hours of work-Video on demand
No boring PowerPoints. Instead, we speak to you face-to-face-To-Face (like our YouTube videos). You will be engaged for all 21 modules (4+hrs).
You can create your own investment plan
We share the specific holdings of our investment accounts in this course and include a 19-page pdf investment plan for Fill out the following form to get your personalized investment plan!
Over 30 investing resources
You can download our resources, which include summary notes and homework assignments. We also have a list with additional resources, including additional investing tips, that you can print out and bring anywhere you go.
What You Will Learn:
Get your instant download Amon & Christina – Stock Market Investing for F.I.R.E 2022
This course contains more than 4 hours of video instruction, 30 resources, and a 19 page guide.-page downloadable pdf investment plan for You can fill out the following and create it based on what you have learned from the course.
The video instruction can be broken down into twenty parts-One module. Each module focuses upon different investment topics and is presented in an orderly fashion.
The course starts by discussing the steps that you need to follow before you invest. We discuss how to calculate the FIRE number and how it affects your overall investment portfolio as well as your withdrawal strategy for retirement. The discussion then turns to stock market history, historic market perspectives, and investing mindset.
We will discuss the various types of investment accounts you may have (including tax).-Advantaged and not-We discuss tax-advantaged accounts and the different fees associated with different types investments. We will discuss the most important characteristics to consider. for When choosing a brokerage company, we guide you through how to open and fund a brokerage account. We also show you how to set it up. for Automatic investments
We will discuss how to organize your investment order and the various types of investments you can add to your portfolio, including index funds, ETFs and REITs as well as individual stocks and bonds. We will discuss the main factors to consider when allocating assets. We will show you how to search for different types of investments. for when youβre investing in different assets, such as index funds, ETFs, REITs, and individual stocks.
We will discuss whether lump sums or dollar cost averaging are better for your investments. We also talk about how to rebalance and avoid common investing errors, as well as how to invest in bear and recession markets.
We will wrap up the course with everything you need to take action and start investing.
Course curriculum:
1
Module 1 – Introduction & OverviewWelcome!
Download Your Stock Market Investing Plan for FIRE!
Module 1 Assignment: Section 1 of Your Investment Plan
Access the Private Facebook Group
2
Module 2 – Steps You Need Before You Start Investing
Establishing an emergency fund
High-interest Debt Can Be Paid Off
Module 2: Summary notes
Get your instant download Amon & Christina – Stock Market Investing for F.I.R.E 2022
3
Module 3 – Starting With a Goal & Achieving FIRE
Calculating Your FIRE Number
Trinity Study
Module 3: Summary Notes
Module 3 Assignment: Create a goal
4
Module 4 Stock Market History: Good Investors Know Their Past
How it All Begone
Crash of 1929 (Black Tuesday).
Crash of 1973-74 (Oil Crisis Crash).
Crash of 1987 (Black Monday).
Crash of 2000-com Bubble)
Crash 2008 (Great Recession).
Crash of 2020 (Coronavirus Crash).
Module 4: Summary notes
5
Module 5 – Investing Mentality
How to Control Your Emotions
How to be a good person during a crash
Module 5: Summary Notes
Module 5 Assignment Investing Assessment
6
Module 6 – An Overview of Investment Accounts
Two Types of Accounts: Tax Advantage & Non-Tax Advantage
Tax Advantaged Accounts β 401(k)
Tax Advantaged Accounts β Solo 401(k)
Tax Advantaged Accounts β 457 Plan
Tax Advantaged Accounts β 403(b)
Tax Advantaged Accounts β Traditional IRA
Tax Advantaged Accounts β Roth IRA
Tax Advantaged Accounts β Self-Directed IRA
Tax Advantaged Accounts β Health Savings Account (HSA)
529 Plans: Tax Advantaged Accounts
Non-Tax Advantaged Accounts. Ordinary Brokerage.
Module 6: Summary Notes
Module 6: Additional Resources
7
Module 7: Types of Investment Fees
Brokerage fees
Transaction Fees
Expense Ratios
Front-End Loads Fees
Back-End Loads Fees
Management Fees
Annual Fees
Fees have an impact
Tip 1: Avoiding or Reducing Fees
Reduce or Avoid Fees (Tip 2).
Reduce or Avoid Fees (Tip 3).
Tip 4: Avoiding or Reducing Fees
Module 7: Summary Notes
8
Module 8 β Picking a Brokerage Company
Evaluating the Brokerβs Security
Insurance – What should you look for?
Take a look at the Brokerages Fraud Policies
You can check it out for Fees
Customer Service Evaluation
Platform Interface (Website & App)
Types of accounts offered
Customer Reviews
Module 8: Summary notes
9
Module 9: Opening a Brokerage account
Step-By-Step Instructions
Module 9: Summary Notes
10
Module 10: Funding Your Brokerage account
There are many options for Funding your Account
Module 10: Summary notes
11
Module 11 β Automate Investments
Automating – Benefit 1
Automating – Benefit 2
Automating – Benefit 3
Automating – Benefit 4
Automated Investments
Module 11: Summary notes
12
Module 12 – Order of Investing
Why Order of Investing All matters
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Bonus Step for Early Retirees
Module 12: Summary notes
Module 12 Assignment: You Order of Investing
How we Invested/Our Investment Strategy for F.I.R.E. (Plus Bonus Asset Tracker for our most up-to-date investments)
13
Module 13 β Types of Investments
Mutual Funds Actively Managed
Index Funds
Deciding Between Mutual Funds & Index Funds
Mutual Funds vs. Index Funds β Goals & Fees
Mutual Funds vs. Index Funds β Comparing Performance
Index Fund Preference
Exchange Traded Funds
Comparison – ETFs vs Index Funds
Why People Choose ETFs Over Index Funds β Reason #1
Why People Choose ETFs Over Index Funds β Reason #2
Why People Choose ETFs Over Index Funds β Reason #3
Why People Choose Index Funds Over ETFs β Reason #1
Why People Choose Index Funds Over ETFs β Reason #2
REITs
Stocks for Individuals
Bonds
Get your instant download Amon & Christina – Stock Market Investing for F.I.R.E 2022
Module 13: Summary Notes
14
Module 14 – Asset Allocation & Optimal Returns
What is Asset Allocation?
Time Horizon and Asset Allocation
Aggressive vs. reckless Investing
Role of Bonds
Stock vs. Bond Allocation
The Rule of Thumb: Problems
Our Thoughts on Allocating Our Portfolio
Asset Allocation and Revisiting The Trinity Study
Our Portfolio β Stocks Bonds and Emergency Funds
Our Portfolio – Creating Our Core Investment
Our Portfolio – Supporting our Core Investment with ETFs
Our Portfolio – Supporting Core Investments With REITs
Our Portfolio – Supporting our Core Investment With Individual Stocks
Module 14: Summary notes
Module 14 Assignment: Your Targeted Asset Allocation
Module 14 – Additional Resources
15
Module 15 – Researching Investments
Researching Investments in General
Researching Index Funds
Compare Index Funds
Comparison of ETFs
Researching and Comparing REITs
Individual Stocks A Warning
Researching and Picking Stocks β Factor 1
Researching and Picking Stocks β Factor 2
Researching and Picking Stocks β Factor 3
Researching and Picking Stocks β Factor 4
Researching and Picking Stocks β Factor 5
Researching and Picking Stocks β Factor 6
Researching and Picking Stocks β Factor 7
Module 15: Summary notes
Module 15 Assignment: Investments
16
Module 16 – Lump Sum Investing vs. Dollar Cost Averaging
An Identified Lump sum
Vanguard Study and Results
The Mindset Role
Take into account the Fear of Investing
The Ultimate Question to Ask Youself
Module 16: Summary Notes
Module 16 – Additional Resources
17
Module 17 β Rebalancing
Strategy for Rebalancing
Sample Portfolio to Rebalance
Rebalancing Strategy #1
Rebalancing to Lower Risk
Balance to Increase Returns
Rebalancing Strategy #2
Rebalancing vs. Timing Market
Rebalancing Frequency Option #1
Rebalancing Frequency Option #2
Module 17: Summary Notes
Module 17 Assignment: Rebalancing Strategy
18
Module 18 – Investing How to Avoid Making Mistakes
Eight Mistakes β Your Guiding Light
#1 Mistake
#1 Mistake
Make #3
4. Mistake
5th Mistake
6. Mistake
Make #8
Make #7 of the Mistakes
Module 18: Summary notes
Module 18 Assignment – Note to Self β Investment Mistakes to Avoid
19
Module 19 – Dealing with Recessions and Bear Markets
Tip 1
Tip 2
Tip 3
Tip 4
Module 19: Summary Notes
Module 19 Assignment: Your Stock Market Crash Plan
20
Module 20 β Putting it all together
It’s all in the end
Module 20: Summary Notes
21
Module 21 – Continuing education
Continuing Education
Module 21: Summary Notes
Module 21 Assignment: Additional Considerations
Archive: https://archive.ph/SIeYh
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Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 41
- Assessments Yes