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Welcome to our most advanced online course "Advanced Investor"! If you already have 3 years of investing experience and aspire to expand your knowledge and gain access to modern investment management practices, then this course is perfect for you.
On the advanced course, we will delve into the analysis of company financial statements, study the intricacies of fundamental asset analysis, and apply methods for analyzing US macroeconomic indicators.
We will also actively develop investment strategies focused on intrinsic value (Value strategies), blended strategies (Blended), and growth strategies (Growth).
Don't miss your chance to become a true master of investments! Join the "Advanced Investor" course right now and elevate your investment mastery to a new level!
- connection to external data sources using Power Query;
- data preparation in Power Query and uploading to Excel;
- preparation of a data array for further analysis;
- calculations and automatic data updating;
- plotting graphs in Excel and applying indicators;
Module duration: 4.5 hours
- extracting data from external sources using Power Query;
- forecasting cash flows for a forecast period of 5-10 years;
- calculation of NPV, IRR, Margin of Safety (understanding and logic);
- calculation of multipliers PE ratio and Relative PE ratio;
- assessment of the value of the share and the acceptable buy level;
- Understanding of Value companies (Value stocks);
- understanding of Growth companies (Growth stocks);
- understanding of Dividend Payout and Retention ratio;
- understanding of the SGR (Sustainable Growth Rate) indicator;
- understanding of the Exp.EPS Growth indicator;
- Value/Growth/Blend investment strategies;
- what are quantitative investment strategies;
- factors underlying the quantitative strategy;
- development of a model of factors for a quantitative strategy;
- calculations and portfolio diversification based on factors;
- analysis of risk distribution in the investor's portfolio;
- comparison of risk and capital in the investor's portfolio;
- calculation of the historical maximum drawdown (Max DD %);
- leading macroeconomic indicators of the USA;
- coincident macroeconomic indicators of the USA;
- lagging macroeconomic indicators of the USA;
- interpretation of macroeconomic indicators;
- analysis of sectoral trends (Sectors vs Market);
- analysis and understanding of the Income Statement;
- analysis and understanding of the Balance Sheet;
- analysis and understanding of Cash Flow Statement;
- the importance of the FCF indicator for the investor;
- the importance of EBITDA for the investor;
- view into the past (historical performance results);
- view into the future (expected results and forecasting);
- what you need to know about the currency risk in the portfolio;
- what affects exchange rates (why do they change);
- inflation and money supply (aggregators M1, M2, M3);
- fixed and floating exchange rate;
- business cycles (Expansion and Contraction of economy);
- fiscal policy of the state, what an investor needs to know;
- the monetary policy of the state, what an investor needs to know;
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Course duration: 2-3 weeks
Event format: online (in groups of up to 12 people)
Prices are current as of 08/16/2024.
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IQ Smart Capital is your reliable partner in the world of investment and finance. We will be happy to help you in the field of Investment Portfolio Management, Financial Engineering or in the field of profitability and investment risk optimization!
If you have any questions regarding our services, please contact us by filling out this contact form. Thank you for your request!
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Where exactly to invest money for passive income - of course, in those assets that can generate stable profits in the long term. There is very little left, you need to find these assets and buy them at a reasonable (favorable) price. Since shares or passive income assets have obviously already become known to professional market players, the price of these assets has already risen to a level where an investor who previously bought these assets is ready to sell them and miss out on the expected profit. Yes, this is exactly how it works, either buy expensive, or find and buy an asset for passive income before the rest.
The strategy itself is the goal and the way to achieve this investment goal. This means that, first of all, you need to form a goal, where exactly (or to what goal) the investor is going. And then, for this specific goal, you need to form an investment strategy for the long term. The long-term horizon is 5 years or more. During this period, you can get a good return on investment, but you need to be able to form a strategy, select assets, analyze assets, regularly monitor the financial condition of companies that are in the portfolio. All this can be learned in our training courses for advanced and experienced investors.
If you are already investing, or have a fairly solid independent investment experience, then we invite you to our investment training courses specifically for advanced investors. We hope you will benefit from advanced knowledge of macroeconomics, working with Excel and Big Data. We will help you to correctly formulate your investment strategy, goals and ways to achieve investment goals. We will also teach you the intricacies of risk management, managing portfolio parameters, the expected return on individual assets and the entire portfolio. During the training, we will give you advanced techniques and practices for developing quantitative investment strategies, diversifying risk, and optimizing portfolio returns.
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