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Vivek Mashrani, CFA, Vivek Mashrani, and CFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vivek Mashrani, CFA, Vivek Mashrani, and CFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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#008 - What are 10 steps in investment process?

30:56
 
공유
 

Manage episode 285524419 series 2869301
Vivek Mashrani, CFA, Vivek Mashrani, and CFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vivek Mashrani, CFA, Vivek Mashrani, and CFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Do you want to know the precise steps to becoming an excellent investor? In this episode, I get into the 10 steps of investment process you need to know.
1. Mindset / Investing Psychology

  • Do you know yourself?
  • Do you have right mindset to deal with your investing plan?

2. Principles

  • What is objective of Investment?
  • What is compounding Effect?
  • What is your investing strategy?
  • What is the rule of 72 in finance?

3. Screening

  • What are the fundamentals of Investing?
  • What are the best stock screeners?
  • Do Stock Screeners work? >> Watch My Video
  • How do you pick a stock?
  • Is fundamental or technical analysis better?

4. Sector Analysis / Company Analysis

5. Technical Analysis / PV action

  • How do you do technical analysis of a stock?
  • Why do technical indicators fail?
  • Which is the best software for technical analysis? - Watch My Video
  • Does technical analysis work for investing?
  • Which timeframe is best for investing?
  • How many technical indicators should I use?
  • Are technical indicators useless?

6. Capital Allocation

7. Risk Management

  • What is the Buffett Rule of Investing?
  • Why is risk management important in Investing?
  • How do you manage risk when investing?
  • When should you sell a stock?
  • How do you develop a risk management plan?

8. Portfolio Allocation and Rebalancing

  • What is a 80/20 Portfolio?
  • What is a 70 30 allocation strategy?
  • What is the ideal portfolio mix?

9. Asset Allocation

  • What is a balanced portfolio?
  • How do I build a strong portfolio?

10. Tools and Resources

YouTube Channel >> ACCESS HERE
My Website >>
https://vivekmashrani.com/
Listen to other episodes >>
LISTEN HERE

  continue reading

24 에피소드

Artwork
icon공유
 
Manage episode 285524419 series 2869301
Vivek Mashrani, CFA, Vivek Mashrani, and CFA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vivek Mashrani, CFA, Vivek Mashrani, and CFA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Do you want to know the precise steps to becoming an excellent investor? In this episode, I get into the 10 steps of investment process you need to know.
1. Mindset / Investing Psychology

  • Do you know yourself?
  • Do you have right mindset to deal with your investing plan?

2. Principles

  • What is objective of Investment?
  • What is compounding Effect?
  • What is your investing strategy?
  • What is the rule of 72 in finance?

3. Screening

  • What are the fundamentals of Investing?
  • What are the best stock screeners?
  • Do Stock Screeners work? >> Watch My Video
  • How do you pick a stock?
  • Is fundamental or technical analysis better?

4. Sector Analysis / Company Analysis

5. Technical Analysis / PV action

  • How do you do technical analysis of a stock?
  • Why do technical indicators fail?
  • Which is the best software for technical analysis? - Watch My Video
  • Does technical analysis work for investing?
  • Which timeframe is best for investing?
  • How many technical indicators should I use?
  • Are technical indicators useless?

6. Capital Allocation

7. Risk Management

  • What is the Buffett Rule of Investing?
  • Why is risk management important in Investing?
  • How do you manage risk when investing?
  • When should you sell a stock?
  • How do you develop a risk management plan?

8. Portfolio Allocation and Rebalancing

  • What is a 80/20 Portfolio?
  • What is a 70 30 allocation strategy?
  • What is the ideal portfolio mix?

9. Asset Allocation

  • What is a balanced portfolio?
  • How do I build a strong portfolio?

10. Tools and Resources

YouTube Channel >> ACCESS HERE
My Website >>
https://vivekmashrani.com/
Listen to other episodes >>
LISTEN HERE

  continue reading

24 에피소드

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