Portfolio Review & Rebalancing – Keep Your Investments on Track Goal: Learn how to audit your portfolio, identify imbalances, and rebalance strategically to stay aligned with your financial objectives. Why Review & Rebalance? – Market Movements: Stocks, bonds, and gold perform differently over time, skewing your original allocation. – Example: […]
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Robo-Advisors & AI Tools – Automate Your Investments Goal: Learn how to use robo-advisors to build, manage, and optimize your portfolio with minimal effort. 1. What Are Robo-Advisors? Definition: Digital platforms that use algorithms to create and manage portfolios based on your goals, risk tolerance, and timeline. – Key Features:
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Mastering ETFs for Passive & Global Investing Goal: Learn to leverage ETFs for cost-effective, diversified exposure to markets, sectors, and global economies. 1. What Are ETFs?Definition: ETFs are baskets of securities (stocks, bonds, commodities) traded on exchanges like individual stocks.– Passive ETFs: Track indices (e.g., Nifty 50, S&P 500).– Active
Global Markets & Their Impact on Indian Stock Actionable Steps: – Invest in forex hedged debt fund (e.g. Nippon India US Equity Fund). – Combine IT stocks (Infosys) with import led sectors (auto). — 5. Global Commodity Markets Key Impact: – Gold Prices: Safety first during the time of crises
Macroeconomic Indicators – How the Economy Affects Your Investments Your goal involves determining how to properly analyze GDP alongside inflation rates and interest rates to enhance your investment plans. Why Macro Matters?Nationally relevant trends influence both business sector financial results and driving market attitudes. For example: High inflation → RBI
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Updating Your Watchlist Using Earnings Reports The objective of this goal is to acquire skills for handling quarterly earnings reports when maintaining your watchlist stocks by making effective additions and deletions or making necessary adjustments based on financial data and market direction. Why Update Your Watchlist Post-Earnings? Earnings reports reveal:
How to Analyze Quarterly Earnings Reports The educational goal targets the understanding of important information extraction from earnings statements for financial performance evaluation and market value analysis. Why Earnings Reports Matter?The earnings report presents a curated picture of business performance spanning the previous three-month period where it includes the following
How to Build a Stock Watchlist Objective: Know how to put together a hand-picked list of stocks to keep an eye on, to analyze and act on when the conditions suit your strategy. Why a Watchlist Matters A watchlist helps you: 1. Try not to make impulsive decisions (e.g. Zomato
Combining Fundamental & Technical Analysis Fundamental and technical analysis integration forms the focus of hybrid investment strategies The goal is to combine fundamental value assessment from long-term analysis with technical price analysis for better short-term timing decisions when selecting Indian stocks through actionable models. Why Combine Both Approaches?The analysis of key
What is Technical Analysis? The evaluation of securities through technical analysis, Analysts uses historical price and volume statistics to generate statistical market trends. Technical analysis operates differently from fundamental analysis since its focus lies in market psychology combined with price studies for predicting market responses. Key Uses: Short-term trading (days/weeks).
