Course Curriculum

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)

  • 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?

    • 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

  • 11

    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

  • 12

    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)

  • 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

  • 14

    Investing Blueprint: The BB Investment Funnel

    • Components of the Investment Funnel

    • What's In The BB Investment Funnel

  • 15

    Final Notes

    • Message From Your Coach

    • Acknowledgement and Credits

    • Further Education and Lifelong Learning

    • Questionnaire

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.