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#008 - What are 10 steps in investment process?

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Manage episode 312930603 series 3253178
Content provided by Vivek Mashrani, CFA, Vivek Mashrani, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vivek Mashrani, CFA, Vivek Mashrani, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

Artwork
iconShare
 
Manage episode 312930603 series 3253178
Content provided by Vivek Mashrani, CFA, Vivek Mashrani, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vivek Mashrani, CFA, Vivek Mashrani, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

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