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Inversión en bolsa: comprender los estilos de inversión

En esta clase única, los alumnos aprenderán sobre los estilos de inversión en acciones para desarrollar sus habilidades financieras y de inversión. Algunos de los temas incluyen el análisis fundamental frente al técnico y el enfoque descendente frente al ascendente.
Adrian Wong, CFA
Puntuación media:
5.0
Número de reseñas:
(186)
Clase
Jugar

Qué está incluido

1 reunión en vivo
55 minutos horas presenciales

Experiencia de clase

Nivel de inglés: desconocido
Grado de EE. UU. 5 - 8
Nivel Beginner
If you are interested in the self-paced version of this class, here is the link: https://outschool.com/classes/flex-stock-investing-understanding-investing-styles-UXsdpemh

Required experience or knowledge: Learners should have the following knowledge: an understanding of investing, what is a stock, how a business makes money and competes, awareness of what moves stock prices, and a casual understanding of stock investing risks. Although not a prerequisite, learners can take the prior classes in the series,  

Introduction to the Stock Market (Ages 10 to 14)
https://outschool.com/classes/introduction-to-the-stock-market-TCrB15hy

Stock Investing: Understanding Stock Information (Ages 10 to 14)
https://outschool.com/classes/stock-investing-understanding-basic-information-wmHfbrO7

Investing: Understanding Risk (Ages 10 to 14)
https://outschool.com/classes/stock-investing-understanding-risk-euujcDnn

Note: Learners can also enroll in my Introduction to Stock Investing multi-day class (Ages 10 to 14) which includes Introduction to the Stock Market in session 1, Stock Investing: Understanding Stock Information in session 2, Stock Investing: Understanding Risk in session 3, and Stock Investing: Understanding Investing Styles in session 4. 

Introduction to Stock Investing (Ages 10 to 14)
https://outschool.com/classes/introduction-to-stock-investing-0wAGuZDy

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The Stock Investing: Understanding Investing Styles class will introduce learners to a broad range of investing styles:

1.	Analysis: Fundamental (Growth & Value) vs Technical
2.	Approach: Top-Down (Macro) vs Bottom-Up (Micro)
3.	Information Processing: Qualitative vs Quantitative
4.	Time Horizon: Short vs Medium vs Long
5.	Temperament: Aggressive vs Defensive

I will teach using lesson slides, questions, and examples to reinforce learner knowledge and critical thinking. During the lesson, there will be a case study to dissect a famous investor’s style. My teaching philosophy is to show the breadth of stock investing styles and their key takeaways instead of detailing individual style strengths and weaknesses. Building this foundation will better prepare learners for future studies in specific investing styles and learning about other famous investors. Learners will benefit from my extensive working experience and educational background in the financial industry. You can find this information under the teacher expertise section below or on my profile page. As a bonus, I provide my lesson slides (includes a list of my sources, discussion answers, and a detailed glossary) in PDF format after class to help learners keep their newfound knowledge. Learners will maximize their classroom experience by coming to class ready to ask questions, discuss topics, and engage in learning without distractions.

A list of my Outschool classes is available towards the end of both my course and teacher intro videos.
Metas de aprendizaje
Please see class description.
objetivo de aprendizaje

Otros detalles

Orientación para padres
I encourage learners to learn more about the stock investing. However, learners should not be investing without substantial parental guidance and supervision.
Requisitos previos
Learners should have an understanding of investing and investing risks, how a business makes money and competes, and awareness of what moves stock prices. See class description for more prerequisites and suggested classes.
Lista de útiles escolares
Optional: A writing instrument and paper or electronic device to take notes
Se unió el February, 2022
5.0
186reseñas
Perfil
Experiencia y certificaciones del docente
I have a strong financial industry background. In terms of my educational credentials, I completed a bachelor’s degree in business management with a concentration in finance and a minor in economics from Boston University. I also earned a master’s degree in finance from Boston College and the Chartered Financial Analyst (CFA) certification from the CFA Institute. In my professional career, I have extensive working experience in the banking, commercial real estate, financial markets, and asset management sectors. I worked as an accountant, an analyst, a consultant, and an executive. So far, I have published seven professional industry articles. In my current role at Palm Street Consulting LLC, I focus on consulting, teaching investing, tutoring business subjects, and producing investor educational materials.

Reseñas

Clase única en vivo
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24 US$

por clase
Se reúne una vez
55 min

Completado por 51 alumnos
Videoconferencias en vivo
Edades: 10-14
1-12 alumnos por clase

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