Investing for Parents (How to Construct Your Child's Portfolio)
If you're thinking of constructing an investment portfolio for your child's future, this is the course for you. Learn about how to generate passive income from the stock markets and identify valuable, fast-growing companies like the next Google.
The only masterclass you need for investing in the markets
1
Module 1: What is Investing?
Why Do You Need To Invest For Your Child?
What Is Investing?
What Kind of Returns Can I Expect?
The #1 Secret of SUCCESSFUL Investors
Which Investing Strategy Should I Use?
Time Strategies - DCA vs LSI
Market Cycles and Investor Psychology
2
Module 2: Passive Investing - ETFs, Unit Trusts and RSS Plans
What are ETFs and How Do They Work?
How To Analyse ETFs [Case Studies]
Mutual Funds (also known as Unit Trusts)
Regular Shares Savings (RSS) Plans [Singapore]
3
Module 3: Stock Strategies & How To Read Financial Statements
3 Methodologies You Can Apply in Stock Investing
Reading The Financial Statements
Key Financial Ratios You Must Know
Extra Reading: SEC on Financial Statements
[Worked Example] How I Review The Financial Highlights
4
Module 4: Dividend Investing for Passive Income
How Dividend Investments Work
How to Screen for Dividend Stocks
How to Calculate Dividend Yield
What are the Risks in Dividend Investing?
The #1 Metric You MUST Use To Avoid Losing Money in Dividend Stocks
Case Studies: Dividend Darling A vs. Dividend Hero B
Further Reading: Starhub
When To Buy and Sell Dividend Stocks?
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Module 5: How to Identify Valuable Companies
What is Value Investing?
5 Criteria for Great Stocks
The Best Types of Economic Moats To Look Out For
Evaluate Quality of Management
What Causes Stocks To Become Undervalued?
What is Intrinsic Value?
How To Calculate Actual Value of A Stock
Protecting Yourself With A Margin Of Safety
[Case Study] Are Cash Cows Good Investments?
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Module 6: Growth Investing for Massive Capital Growth
What Is Growth Investing?
Characteristics of Growth Companies
Financial Metrics for Growth Stocks
When To Buy or Sell A Growth Stock
7
Module 7: Investing in REITs (Real Estate Investment Trusts)
Introduction to REITS and Why You Will Want To Have Them In Your Child's Portfolio
Sectors of REITs and How They Differ
Checklist: How To Analyze A REIT
S-REITs Research Report 2020
Financial Metrics & How To Calculate Value of a REIT
Growth Drivers for REITs
Key Risks to Take Note of in REITS Investments
Are the REIT's Acquisitions Accretive or Dilutive?
Applying Index / Dividend / Value / Growth Investing Frameworks to REIT Investing
When To Buy / Sell A REIT
S-REITS Data Workbook
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Module 8: Constructing A Diversified Portfolio for Your Child
[Templates] Samples of Child Investment Portfolios to Adopt
The Case For and Against The Permanent Portfolio
[Worked Example] How Many Stocks Should I Have In My Child's Portfolio?
Why Buy and Hold? Introducing the Coffee Can Portfolio
Berkshire Hathaway Equities Portfolio (by Warren Buffett and Charlie Munger)
9
Final Notes
Message From Your Coach
Acknowledgement and Credits
Further Education and Lifelong Learning
Questionnaire
FAQ
Why should I sign up for this course?
If you've ever worried about how you're going to fund your child's university fees, or if you simply want to give your child a head start in their financial future, this course will teach you exactly how to do that.
You have a huge opportunity today to change your child's financial future. Don't waste it.
How is this different from other investment courses?
While there are plenty of investment courses out there, most of them focus on how to invest for yourself or your retirement. There aren't any courses that really focus on teaching parents how to invest for their children, and as a mother myself, I designed this to help fellow parents like you and me.
Will this course be worth my time and money?
On average, most beginner investors lose anything from $2,000 - $5,000 on their first stock mistake alone. Others never learn how to do it right, and that's why even 6-digit losses in the stock market are not unheard of.
If this small investment can help you learn the right skills of the trade and avoid a 50% loss on your next $3,000 stock purchase, then it would have already paid for itself several times over. And if you intend to invest just $10,000 a year over the next 40 years of your life, the difference between an additional 2% investment returns a year works out to be $1.2 million!
So is this more than worth it to learn about how to manage your child's investment portfolio right when there's so much at stake? You do the math.