The InvestAcademy Class

About the Class

InvestAcademy teaches you a practical method for selecting stocks, mutual funds, and ETFs. In our 5-hour course we examine and quantify seven crucial factors and tally them in scorecard format. We score each factor, and at the end of the process the securities with the highest scores have the highest probability of success. This makes it easy to see which stocks, mutual funds, and ETFs are good investments and which should be avoided.

We show you what information to focus on, where to find it online, and how to score it. By the end of the course you’ll be equipped with the tools to start evaluating your own holdings and making smarter decisions immediately.

Measure, evaluate, and make confident decisions. This is where other programs fall short. Rather than just adding to the data and overload of information, InvestAcademy provides focus to make smart investment decisions.

What You Receive When You Attend.

InvestAcademy Registration Workbook Materials

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Full Class

A comprehensive class that will walk you through the seven fundamental & technical factors that comprise InvestAcademy’s scorecard method.

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Easy-to-Use Workbook

Take the knowledge gained with you in an easy-to-reference workbook. Easily go back through the process in order to repeat your success.

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Ready-to-Use Scorecards

Scorecards in both digital and hard copy format allow you to keep your research intact. Easily keep your portfolio up-to-date, a key aspect of staying on top of market changes as they occur.

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One-on-One Tutorial

A chance to bring your questions to the instructor in a private setting. The tutorial is designed to cement your understanding of the InvestAcademy proccess.

Class Syllabus

This is the specific material we cover in the course. We teach you how to gather the information and how to apply it.

Introduction

Defining the Problem

Cutting Through the Noise
Making a Decision
Monitoring Your Decisions
Repeating Your Successes

Defining the Solution

Balance, Adaptation, Quantitative Basis, Repeatability
Essential Financial Physics

Stock Scorecard

Intro, Layout, and Goals of Application

Mutual Fund Scorecard

Intro, Layout, and Goals of Application

Part 1: Vital Technical Factors

Time Tested Trend Analysis

“Point and Figure” (P&F) Charts-Rules and Proper Construction

In Class Interpretation of Buy and Sell Signals
Applying to the Scorecard

How to Find Point & Figure Charts

P&F Charts: The Major Trend

Bullish Support Line
Bearish Resistance Line
Importance of Major Trend in Evaluating Risk
Finding and Constructing the Major Trend Line
In Class Interpretation of Major Trend
Applying to the Scorecard

P&F Charts-Relative Strength

Meaning of “Relative Strength”
Implications of Relative Strength
Constructing Relative Strength P&F Charts
In Class Interpretation of Relative Strength
Applying to the Scorecard

Part 2: Vital Fundamental Factors

Stocks-Vital Fundamental Factors

Primary Source: Value Line Investment Survey
Importance and meaning of the factors
Factor 1: Return on Total Capital
Factor 2: Value Line Timeliness Measure
Factor 3: Growth at a Reasonable Price
Finding the data on the Value Line page
Applying to the Scorecard

Mutual Funds-Vital Fundamental Factors

Primary Source: Morningstar Mutual Funds
Importance and meaning of the factors
Factor 1: Sharpe Ratio
Factor 2: Alpha Ratio
Factor 3: Expense Ratio
Finding the data on Morningstar.com
Applying to the Scorecard

Pulling It All Together

Review of Completed Scorecards
Interpretation of the Results

Sources of Information

Our 100% Satisfaction Guarantee

Your registration and payment are backed by our 100% Satisfaction Guarantee. If you are in any way unsatisfied with the class content simply let us know in writing and we will refund 100% of your money. No Questions Asked.

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Gain the practical skills to make better investment decisions

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