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Investing Success: Learn Keys From A Millionaire Investor!

Learn insights to investing in stocks, bonds, mutual funds, real estate, ETF for retirement from a millionaire investor.
Instructor:
Steve Ballinger, MBA
13,893 students enrolled
English [Auto-generated] More
Understand key investing concepts and how they can be applied in a real world setting.
How to make good choices when markets are up and when markets are down
Invest in company stocks with an understanding of the advantages, disadvantages and risks that are involved.
Invest in Bonds with an understanding of the advantages, disadvantages and risks that are involved.
Understand how cash investments fit in an overall portfolio.
Invest in real estate with an understanding of the advantages, disadvantages and risks that are involved.
Understand Active and Index mutual fund strategies.
Evaluate mutual funds in terms of risk.
Comprehend the similarities and differences of Exchange Traded Funds (ETF) compared to mutual funds.
Choose from core investment strategies such as value or contrarian investing, growth investing, and technical analysis.
Avoid the dangerous investment mistakes that can really damage your results.
Describe many different investment types from Mutual Fund Types, Stock Types, and Bond Types.
Determine if a Real Estate Investment Trust (REIT) is a good alternative for them.
Understand Capital Gains and Capital Losses.
Know the advantages and disadvantages of alternative investments such as investing in Precious Metals (Gold/Silver) and Collectibles.
Apply key action steps to reach your investment goals.

COMPLETE COURSE FROM A TOP UDEMY INSTRUCTOR WITH 14 HOURS OF AWESOME CONTENT AND GROWING TO HELP YOU BECOME A GREAT INVESTOR. New Robo-Investing section added!

Join over 13,000+ students in this top rated course!

Investing can be mastered by anyone and for those who really learn the key concepts and best practices they will be able to reach their most challenging financial goals and lead the life they dream about.

Unfortunately, many people do not receive the key educational information and best practices that make the difference between success and failure from a successful investor.

THIS COURSE WILL TEACH YOU HOW TO BE A SUCCESSFUL INVESTOR.

“I’ve taken several of Steve’s courses now and they always provide value. I’m not done with this course (yet) but I’ve really enjoyed this one so far because it covers so many different things. You can tell that hes been there and done that and really knows what he’s talking about!”- Tommy J

Not boring theory. You will learn practical tips and best practices from an instructor who started with nothing (Actually $10,000 in student loans living in a 1-bedroom apartment above the garbage cans) to building a million dollar investment portfolio. No inheritance or luck just good sound actions over the years that you will learn about in the course and can replicate for your own personal situation.

No get rich quick scheme or a course that is designed to sell you consulting services this course has one mission and that is all about sharing of experience and wisdom from a successful long-term investor and teaching you how you can apply it to your own goals and time horizon.

In this course you will learn all about:

  • How the current model of investing (The 3-legged Stool) is broken and how to succeed where others are doomed to fail.

  • Key investing concepts that successful investors understand.

  • Investing in a variety of assets class.

  • Investing in mutual funds and ETF.

  • Role of cash in your portfolio.

  • Investing in Stocks.

  • Investing in Bonds.

  • Investing in Real Estate.

  • Investing in other assets such as gold, silver, and collectibles

  • Understanding or risk and how to calculate your own risk profile.

  • Key investment mistakes to avoid that alone can make the difference between success and failure.

Top Udemy quality Instructor who has a corprate training and university teaching background and continues to be an active investor who will show you the way to success.

This is an awesome flagship course which means you get:

  • Hours and hours of video based lessons.

  • Lifetime access to the course so you get updates and new bonus lessons for FREE.

  • Quizzes that will test and confirm your knowledge.

  • Complete Follow-Along Guide you can print to aid in note taking and remembering what you learned.

  • Ability to participate in online discussions to share ideas with other students and get answers to your questions from the instructor who will answer every question.

  • Ask questions directly of the instructor and every one of those will also be answered.

  • 30 day money back guarantee-love the course or return it with Udemy easy no questions asked policy.

Disclaimer Note: This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only you know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Course is for education purposes only and instructor will have no liability related directly or indirectly to any loss or damage.

Investing can be fun and really fun when you do it well!

No risk to sign up and impact could be life-changing. Learn from my experience and rapidly move ahead faster with the knowledge I will share with you. Don’t delay.

Please click the TAKE THIS COURSE button in the upper right corner and let’s get started!

Many thanks and I appreciate your interest and hope to see you in the course!

-Steve Ballinger

Introduction

1
Introduction

Course overview and learn best practices on how to complete the course and ask questions!

2
Instructor Proof: Investment & Udemy Teaching Success-Goal is to help you!

While not super comfortable sharing a few financial statements, I know when I choose a Udemy course I look for instructors who have experience and proven success in what they teach. I feel very blessed to have this successful experience as I started with nothing. Very glad and thankful that I can share my expertise with you in this course.

Also, I love sharing what students and Udemy have said about me and very grateful for everyone in my courses. I strive to do my best in every lesson for you.

Thank you.

Steve B

3
Time Horizon: Your New Best Friend

Time heals all wounds and in investing time can make all the differance.

4
Importance Of Having An Investment Motto (Philosophy)

Important to have a philospohy or motto to fall back on when markets are down or feel good about when your investments and markets are up. Learn about the instructors motto that has guided him for many years of success and see examples of others as you develop your own philosphy.

5
The 3-Legged Investment Stool Is Broken!

Many investors have relied on a 3-legged model for many years where you can expect to receive future income from. This lesson shows how two of the legs are really struggling and unreliable for most of us (Government Programs and Employer Pensions) and why we need to rely more on the 3rd leg and also beware of new 4th and 5th leg models.

6
Quiz: Introduction

Quiz: Introduction

Key Investing Concepts

1
Compounding And What Albert Einstein Knew

Compounding and time is powerful in a scientific manner that Einstein recognized and almost magical for us regular investors. See examples of how compunding can work in this lesson.

2
Diversification

Learn how to manage risk through a variety of assets and not put all your eggs in one basket.

3
Liquidity

I want my money now is at the heart of liquidity and learn contrarian ideas that has served the instructor well for long-term liquid growth.

4
The Importance Of Investment Goals

Investment goals are a big part of your overall life goals particualry since they may fund some of your most audacious goals.

5
Active Trading Vs. Buy And Hold Investing

Learn about the two primary investment philosophy's and beign to see where you may fit.

6
Introduction To Asset Classes

Understanding how different asset classes work when building your own portfolio is crucial so you can weather the storm over a long investment time horiozon and match up to your own views on risk

7
Create An Emergency Fund

Why it is important even before you get real deep into investing and learn some unusual ways that the instructor contructs his emergecy fund too pull out an even better return on what is invested for emergfencies.

8
Capital Gains: The Long And Short Of It

Did you make money or lose money on your investment. Learn more in this lesson on Capital Gains.

9
Automate Or You Won't Do It

Learn why this is so important and is a core principal for anyone wanting to achieve financial independence, retire early, or reach other goals.

10
Pre and Post Tax Investing

How can this make a differnce in terms of what you keep and learn a secret concept for those who may want to retire early. Concepts in this lesson are universal but you would need to look into your own countries tax laws for specifc application.

11
Risk And Risk Types

Risk is the other side of reward and cannot have one without the other. Very importnat to undersatnd the various risk types to look for no matter what type of investmnet you are considering.

12
How To Calculate Your Risk Profile

Knowing the risk types is important but also very impoartant you underatsnd your own risk profile and how you would react to risk. Lesson will show an online tool you can use to calcualte your own risk profile for free.

13
Quiz: Key Investing Concepts

Quiz: Key Investing Concepts

Mutal Funds

1
The Big Dirty Secret About Mutual Funds

Learn the secret and how you can turn it to your advatage, Go ahead and guess. Soemthing related to expenses, loads or returns? Nope. Learn what it is here in this intersting lesson.

2
What Is A Mutual Fund Really

Understand at its core what is a mutual fund and role it can play in your portfolio.

3
Mutual Fund Types

So many funds and so little time. How to choose? This lesson will give you the overview you need.

4
Active Vs. Index Funds

What is the differnce and what does it mean for us as investors.

5
Target Date Funds

Actually a relatively new fund type that many are buying into. Learn about the advantages and disadvantages of these funds and how the instructor aproaches this option.

6
Understanding NAV
7
Mutual Fund Style Box

Learn a key to picking Stock and Bond mutual funds and how to read and fully underastnd the style box!

8
Load Vs, No Load Mutual Funds
9
Mutual Fund Expenses

Expenses eat at your final return and this lesson goes into the different types of expenses to look out for and where to find them using a screen-cast of some examples.

10
Mutual Fund Of Funds (FOF)

Not just a basket of holdings but actually a Mutal Fund that is comprised of other Mutual Funds.

11
Fund Of Funds (FOF) Advantages and Disadvantages

What are the advantages and disadvantages of Fund of Funds (FOF).

12
Fund Of Funds (FOF) Example

Example of what to look for if a mutual fund is a Fund made up of other Funds (FOF)

13
ETF: Exchange Traded Funds

Not really a mutual fund and not really an indiividual stock or bond learn how this relatively new investment prodcut is reapidly growing.

14
What I Look For When Buying A Mutual Fund

See what a successful investor looks for when buying a mutual fund. Not a receomndation of any particualr fund or investment style but learn best practices that can help you with your own choices.

15
Demo Comparing Mutual Funds To Their Category And Index

Example Comparing Mutual Funds To Their Category And Index

16
Quiz: Mutual Funds
Quiz: Mutual Funds

Cash Investments

1
Role Of Cash (Cash Is King)
2
Quiz: Cash

Cash

Stocks

1
What Is A Company Stock Really

What is a company stock and the differnce between common stock and prefered stock.

2
Advantages And Disadvantages Of Stocks

Stocks can be great but need to undersatnd the advantegs and disadvanteges when purchasing these investments.

3
Stock Market Historical Returns

The long-term return of stocks is impressive and out paces inflation. Visually see the ups and downs and what it means for investors.

4
Value Investing Strategy

Do you like dividends? How about investing in companies that also may be doing a turnaround. Think the word contrarian sounds cool? learn all about value investing here.

5
Growth Investing Strategy

Like a top performaer that will continue to rocket up? Then you are ntersted in the growth investing startegy.

6
Technical Analysis Investing Startegy

If you think fundamentals is over-rated and like a nice chart and trends then you will liek this lesson on technical analysis.

7
Dividend Stock Investing

Investing in stocks that pay a dividend give you a great 1-2 punch. Potential price apreciation and quarterly income from the dividends. Learn more in this lesson and how to choose dividend paying stocks.

8
How I Buy Stocks

See what a successful investor looks for when buying company stock. Not a recommendation of any particular stock or investment style but learn the best practices that can help you with your own choices.

9
Quiz: Stocks

Stocks Quiz

Bonds

1
What Is A Bond Really

At its core what is a bond?

2
Advantages And Disadvantages Of Bonds

Learn more about bonds and their advanteges and disadvanteges so you can see where they fit in your portfolio.

3
Types Of Bonds And How Each Can Help You

There is confusing array of bond types and names. This lesson boils it down into an undersatandable format that will help you with your enxt bond or bond fund selection.

4
Bond Ladder Investment Strategy

A strategy to reduce risk and generate income using bonds. Partuicularly key for anyone looking for a regualr income stream such as in retiremernt.

5
How I Select Bonds For My Portfolio

See what a successful investor looks for when buying bonds. Not a recommendation of any particular bond or mutal fund or investment style but learn best practices that can help you with your own choices.

6
Quiz: bonds

Quiz Bonds

Real Estate

1
Is My Home An Investment?

Yes and no. It is an asset you hope will appreciate in value but do you live in an investment?

2
What I Look For When Buying A Home

See what a successful investor looks for when buying a home. What are the key best practices that consider not only current enjoyment in the home but an eye for a future sale.

3
Rental Properties

Like a dividend stock rental properties can provide current income along with future price appreciation. Understand the advantages and disadvantages before you become a real estate mogul or landlord.

4
REIT: Real Estate Investment Trusts

REIT can give you great income and a very liquid way to become involved with real estate without all the headaches of tenants calling you at 3 am in the morning with a problem.

5
Quiz: Real Estate

Quiz Real Estate

Other Investment Types

1
Precious Metals: Gold, Silver, Etc...

Learn where this type of investment can fit as a hedge against inflation.

2
Collectables

Is your hobby actually an investment. What are the factors involved when investing in collectibles.

3
Quiz: Other Investment Types

Quiz: Other Investment Types

Volatility And Market Movement

1
What To Do When Markets Go Up

Be happy the markets are up and so are your investments but what do you do now and mistakes to avoid.

2
What To Do When Markets Go Down

Nice when markets are up but what about when they are way down and so are the bulk of your investments. Do you sell? Do you stay the course? Learn from an instructor who has experienced significant market declines and the startegies to see them through.

3
Harvesting Losses Strategy

Turn your losses into less of a loss by using this tax advnatge stratgy. Silver lining when you sell a loser the right way. Like any tax startegy concept is sound as it relates to capital gains and capital losses but look to your own countires tax laws for specifc application.

4
Quiz: Volatility and Market Movement
Quiz: Volatility and Market Movement

Key Mistakes To Avoid

1
Why Many Rich People Live Paycheck To Paycheck...And How You Can Avoid That

Its true. What does this mean for us the successful investor and how can we avoid that fate?

2
Carefull: People Talk About Winners But Not Losers

Don't fall into the trap that your neighbor or the blowhard at the office is really an investing genius. They probably are not and thier advice can do real damage to your portfolio.

3
Curse Of The Employer Stock And Diversification

Invest in what you know is a good investing maxim and what do you know better than your own company but beware when you invest in your own company and the compunding of problems that can lead to disaster.

4
Listening to Television, Magazines, And Internet

Smart folks on the Television know all about what is best for you right? Nope. Learn how your instructor made a big mistake easrly in investing career by litening to the entertainers I mean experts in the media. Do they care about you as an indivudal or is it more about ratings?

5
Who Are The Jones's And Why Do We Try To Keep Up With Them

You need money to fuel your investments and to reach your goals and comparing ourselves to others and needing to spend on material things saps our resources as demonstrated in this old saying. Don;t live like a pauper but keep your eye on the investment ball and your future.

6
Quiz: Key Mistakes To Avoid

Quiz: Key Mistakes To Avoid

Next Steps

1
Does Money Buy Happiness?

Learn the surprising truth from several studies and the instructors opinion when looking at this introspective question.

2
Quiz: Does Money Buy Happiness?

Quiz: Does Money Buy Happiness?

3
Top 5 Action Steps To Take Now + Bonus Step

Congratulations you have reached the end of the course! What are some key steps you can do now to turn what you learned into action to reach your goals!

Follow Along Guide

1
Follow Along Guide

Print the Follow Along Guide to take make note taking easy!

Bonus: Robo-Investing For Easy "Lazy" Investing

1
What Is Robo-Investing?
2
WealthFront Review Screenshare
3
Betterment Review Screenshare

Audio Versions Of The Lessons (Download And Great When On The Go)

1
Active_Vs_Buy_Hold.mp3
2
Active_vs_Index_Mutual_Funds.mp3
3
Asset_class.mp3
4
Automate.mp3
5
Bond_Advantage_Disadvantage.mp3
6
Bond_Types.mp3
7
Bonds_How_Select.mp3
8
Capital_GainsV2.mp3
9
Cash_Is_King.mp3
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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Includes

8 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion