Boot Camp Series 1- List of Topics

Boot Camp Series 1

 

Tentative Topics for the First 12 Months*

• Why invest? Risk versus reward – getting expectations in check; expectations > investment decisions > knowledge, skill, insight > achieve investment objectives
• Basics of profiling yourself to help determine investment risk and strategy
• Understanding realistic expectations of market returns; capital appreciation vs. dividends
• Overview – large vs mid vs small caps, risk and reward; earnings, PE, PEG, metrics; emerging vs advanced markets
• Understanding Volatility
• Basics of Behavioral Finance: why we do what we do, how to predict and control our behavior in advance in order to make better decisions
• Basics of Technical Analysis: using charts and other data to help with market timing and risk management
• Intermediate technical analysis + some of my best kept secrets
• Basics of position entry and exit: trading vs active management (selective buying, selling, position adds and trimming) vs passive investing (dollar-cost averaging); difference between new position vs additional position vs reentry
• Basics of position management: how to build and how to exit a position
• Basics of position management: using options to enhance returns and reduce risk
• Open vs closed-end funds
• Basics of credit risk: how to utilize it to manage your investments (eg. Brazil capital flows during 2003-2010 vs 2011-current
• How thinking like a fund manager can hurt your investment returns
  

We expect to begin this program in late 2015 or early 2016.

 

More information will be disclosed in the future.

 

* This list of Tentative Topics is designed only to provide prospective subscribers with a rough idea about the kinds of topics we plan to discuss. Although as of August 21, 2015 we plan to discuss the topics listed, this should not be taken as the set presentation because we are still in the process of determining the topics. Therefore, the actual presentation may differ, may not be discussed at all, may not necessarily be in the order shown and/or may not be discussed within the first 12-month subscription period due to time constraints. The extent which topics are or are not discussed will in part be influenced by subscribers of this program so we may devote more or less time on these topics according to the needs of subscribers.