Investment Course: (20 Hrs)

  • January 18, 2014 · 9:00 AM
  • Remington Office Court

Remote attendance is available. Classes will be recorded.
(Five session at 4 hrs each for total of 20 hrs.)


This will be the 6th offering of our Investment and Trading course. Based on student feedback I am breaking the course up into two 20 hours sections. This 'Investment' course offering is for club members who are self-managing long term retirement portfolios. This course will cover the three main aspects associated with long term income generation, which are fundamental analysis, technical analysis and generating monthly income with options.

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Course Content:

Session 1: Trading Platform Navigation and Investment Charts Setup

- We will be using the Think or Swim platform for all class work. However the student is free to utilize any broker platform.
- Platform setup and navigation including setting up Monthly, Weekly & Daily charts with the following indicators: MACD, On Balance Volume, Percent R (a.k.a. RSI), Slow Stochastics and John Carter's TTM_Squeeze.
- Overview of Fundamental VS. Technical Analysis
- The five principles that make for a good charting system.

Session 2: Understanding Technical Indicators

- Deep dive into how the technical indicators were selected, how they are derived and most importantly how they are used.
- Identifying the five market energies and how to use them to help predict future price action.

Session 3: Fundamental Analysis

- We will look at how to mine financial reports to effectively compare two or more companies on their financial performance using financial ratios.
- A company's stock price is determined by investor demand, however the fair market stock value is defined by the Discounted Cash Flow method. We will define how this pricing model works and how to use it in determining if a company is over and under valued.
- Investor Business Daily fundamental and technical criteria.

Session 4: Self Directed Investing

- Money management rules.
- Comparison of the various investment instruments. (Equities, Bonds, Money Markets, Forex and Futures)
- Comparison of the various investment vehicles. (401Km IRAs, Mutual Funds, Exchange Traded Funds and Options)

Session 5: All About Options

- We will look at how to use options to generate monthly income. The strategies presented are based on information made available from the Tastytrade financial network.
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Bonus: Unlimited free access to our live daily futures trading room for the duration of the course.

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Note: Minimum class size: 5 students. Course date may be moved out or cancelled if minimum class size requirement is not met. 

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See what previous students had to say about this course:

http://www.meetup.com/Chicago-NW-Burbs-Trading-Club/events/83005892/ 

Join or login to comment.

  • Ingrid

    I would like to join this group and missed the signup for the class. Will there be more classes in the near future?

    January 20, 2014

  • Mike P.

    Very impressed with the breadth of information in this first session. Looking forward to the depth in future sessions, if this first session was of any indication.

    January 19, 2014

Your organizer's refund policy for Investment Course: (20 Hrs)

Refunds are not offered for this Meetup.

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