This comprehensive 6-in-1 masterclass covers all the different investment approaches from fixed income instruments like bonds, passive instruments like index investing and active stock selection through dividend, value or growth-oriented strategies.
The only masterclass you need for investing in the markets
1
Module 1: Introduction to Investing
Why Do We Need To Invest?
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
2
Module 2: What Type of Investor Are You?
Investor Profiles
Types of Investor Profiles
3
Module 3: 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]
4
Module 4: Market Cycles and How They Affect Your Investments
Lesson Overview
Market Cycles and Investor Psychology
How To Leverage Market Cycles in Your Investment Portfolio
How The Economic Machine Works
The Buffett Indicator (of Market Valuations)
How Excessive Optimism and Pessimism Builds Up In Market Cycles
5
Module 5: Bonds and Fixed Income
What Are Bonds & What Affects Bond Prices?
How To Analyse Bonds (My 11-Step Framework)
Different Types of Bonds & Their Investment Returns
Case Study - Bonds vs. Bond Funds
Further Reading - Hyflux Bonds
6
Module 6: 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
7
Module 7: 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?
8
Module 8: Value Investing for Capital Appreciation
What is Value Investing?
5 Steps To Spot 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?
[Optional] Discounted Cash Flow Modelling
DCF Calculator Resources
[Optional] The Problem with Screeners and DCF Models
How To Calculate Actual Value of A Stock
Protecting Yourself With A Margin Of Safety
[Case Study] Are Cash Cows Good Investments?
[Case Study] The Potential In This Undervalued SGX Stock
9
Module 9: Growth Investing for Massive Capital Growth
What Is Growth Investing?
Characteristics of Growth Companies
How To Analyse A Growth Stock? Use GIF.
Financial Metrics for Growth Stocks
When To Buy or Sell A Growth Stock
[Case Study] This Market Leader Is Poised for Even More Growth in Global Markets
10
Module 10: Investing in REITs (Real Estate Investment Trusts)
Introduction to REITS and Why You Will Want To Have Them In Your 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 11: Fundamental Analysis vs. Behavioural Sentiment
Fundamental Analysis vs. Behavioural Sentiment
Psychological Biases and How You Can Prevent Them From Affecting Your Investing
[Further Reading] Behavioral Finance - The Psychology of Investing
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Module 12: Constructing Your Diversified Portfolio
Asset Allocation and Modern Portfolio Theory
3 Sample Stock Portfolios You Might Want To Adopt
The Case For and Against The Permanent Portfolio
How Many Stocks Should I Have In My Portfolio?
Benjamin Graham's Stock Filters
The Coffee Can Portfolio
Berkshire Hathaway Equities Portfolio (by Warren Buffett and Charlie Munger)
The Core Satellite Investment Portfolio
What Really Matters In the Long Run
13
[Bonus] : Investing During the COVID-19 Crisis
2020 World Economic Outlook
Industries Affected By COVID-19
Investing during COVID-19
7 Stocks That Could Grow Massively In A Post COVID-19 World
The Global Macroeconomic Impacts of COVID-19
Opportunities in the Stay Home Economy
Ark Invest Big Ideas for 2021
14
Final Notes
The Most Important Thing
Message From Your Coach
Acknowledgement and Credits
Further Education and Lifelong Learning
Questionnaire
Investment Tools, Stock Screeners, Calculators and More
FAQ
Why should I sign up for this course?
How long would it take you to learn about all the different investment strategies, and how much will you need to pay in total?
In this comprehensive strategic investing masterclass syllabus, I’ve combined:
>> my knowledge learnt from attending multiple different courses and seminars (that comes up to over $10,000 in attendee fees),
>> insights gleaned from over 20 hallmark investment books, including the works of Benjamin Graham and Philip Fisher,
>> my experience in the actual markets,
>> lessons learnt from speaking with legendary investors such as Jim Rogers and Lauren Templeton,
>> as well as years of reading financial materials and stock analyst reports over the last 6+ years…all into this one course.
In designing and structuring this course, I basically built the exact course that I wish had existed years ago when I first started investing. This will save you all the time and money I paid to the stock market as “tuition fees” to learn these lessons.
You can now shortcut and ride on all these for your own benefit, all for just a small fraction of what you'll be investing into the markets over the next few years.
How is this different from other investment courses?
One of the most popular value investment courses in Singapore today goes for $5,000 whereas another solid growth investing course costs $3,000 to attend. Online courses for investing in REITs alone go for $500, while other dividend courses retail for higher. Another company charges $4,500 for their portfolio management course. If you add all of that together, how much will you already have to pay in total to learn all the different approaches?
How long will I have access for?
You will have full access to the Strategic Investing Masterclass for two months, thereafter which your access will be deemed to have expired. There are two reasons for this - aside from making sure you actually do spend time going through the course after you've paid for it, the other would be costs. Lifetime access is not included as there's fees charged by the platform per student, per month. However, if you were not able to complete your learning due to personal circumstances, or if you wish to recap what you've learnt, just drop us an email and we'll extend (or re-open) it for you at no extra fees as long as it is reasonably within our ability to absorb the costs. We're nice and love hardworking students, so just ask us and be surprised by what we can give you!
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 investment portfolio right when there's so much at stake? You do the math.
Hear from past students!
"Very helpful, eye-opening"
Tze Ling
"I’ve found the modules very helpful in terms of having a more strategic approach in my investing, by determining what kind of investor I want to be and having a plan for my portfolio. Reading about the ** portfolio was really eye-opening."
"Helped me to learn how to apply the concepts"
Roslyn
"The way that you structured the course was extremely helpful to someone who's very much a beginner to investing. The use of case studies was also very useful - it helped me to learn how to apply the concepts that you mentioned."
"Lessons are well spread out; sparked my interest amidst the more dry technical terms"
Ho Chia
"I like that your classes are well spread out and content is presented in a concise manner! In particular, as a first time learner, stories of your past investment decisions and experiences sparked my interest amidst the more dry technical terms. Haha. I also appreciate your explanation of how you formed your investment thesis and shared the fundamentals behind it."
"the correct decision. My husband is so impressed with my gains!"
@dancinglove
You really opened my eyes to investing. If not for you, I may have panic-sold during the COVID19 crisis! Your workshop enlightened me; I think I really made the correct decision to start learning about the concepts before investing. Since then, my husband is so impressed with my gains that he wants to entrust his money to me now!
"I love the Strategic Investing Masterclass as it is indeed a very structured and insightful course for people like me!"
Gina Foo
"I love the Strategic Investing Masterclass as it is indeed a very structured and insightful course for people like me who are very interested but have limited knowledge on investing. After attending the lessons, I feel more confident and has started on my investing journey. Also appreciate that you shared so many tips/advices and provided case studies for our learning."