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所在平台: Udemy |
课程主页: https://www.udemy.com/course/complete-investing-bootcamp/
课程评论：没有评论
课程名称：从零到英雄的负责任投资 概述：本课程将涵盖大量内容，可能会让人感到有些不知所措，但请放心，我们会逐步深入每个主题，确保您能够掌握。在课程结束时，您将能够自信地选择自己的ETF，构建投资组合并进行交易。我们将从创建个人财富的资产负债表开始，帮助您了解自己的财富状况及其变化。接着，我们将讨论为何投资以及应该考虑投资的个人财富比例。 我们还将探讨投资的具体领域，逐一介绍每类流动资产（包括名义债券、通胀挂钩债券、股票、房地产投资信托和商品），讲解它们的运作方式、在投资组合中的角色以及相关风险。我将向您展示如何研究ETF，以及选择ETF时需要关注的要点，并提供每类资产的示例。 随后，我们将讨论风险、收益和多样化的重要性，比较买入持有和主动交易的优缺点，并解释为何应通过指数基金而非个别证券（如股票）来获取资产类别的曝光。我们将谈论传统的零售投资方式，60/40资产配置模型，并一起构建一个简单版本。 接下来，我们将介绍一种更均衡的投资方法，称为风险平价。我们将共同构建风险平价模型投资组合，并制定再平衡逻辑，以便您在个人投资中反复使用这一模型。我们还将一起进行ETF交易，我会教您如何操作，并讨论杠杆的概念、杠杆对投资组合的益处及如何使用衍生品实现杠杆作用。我们将共同构建一个使用股票期权杠杆的风险平价投资组合，并展示如何通过交易股票期权来实现投资组合的杠杆。 我们还将讨论ETF投资的税务影响，以及如何在年底进行税损收割。最后，我们将简要介绍加密货币，并探讨如何将它们看作平衡投资组合的一部分。
We will cover a lot in this course. It might come across a little bit overwhelming, but do not worry we will take our time in each topic to make sure it will sink in and before you know it you will be confidently picking your own ETFs, building an investment portfolio and trading.We will start by building together a balance sheet of your own personal wealth. This is how you will learn how much you are worth and how that is changing over time.We will then talk about why you should invest and how much of your personal wealth you should consider investing.We will then talk about what you can invest your money in. And walk through each individual liquid asset class (including Nominal Bonds, Inflation-Linked Bonds, Equities/Stocks, REITs and Commodities) how it works, what is its role in a portfolio and what type of risks you incur in investing in it. I will show you how to research ETFs and what to look for when picking an ETF. As well as examples for each Asset Class.From that we will move on to talk about risk, return and diversification. Why it is important to buy and hold investments, vs actively trading and why you should try to get exposure to an Asset Class through an Index fund instead of individual securities, for example stocks.We will talk about the traditional way of Investing for Retail Investors, the 60/40 asset allocation model. We will build a simple version of that.Next we'll talk about another approach to investing, a more balanced one called risk parity. We will build a risk parity model portfolio together. We will build rebalancing logic, so that you can re-use this model over time with your own personal investments. We will trade together the ETFs, I will show you how to do that. We will talk about Leverage, what it is, why it can be good for your portfolio and how to use derivatives to achieve leverage. We will build together a Risk Parity portfolio that uses leverage through Stock Options. I will show you how to trade Stock Options to achieve leverage in your portfolio.We will talk about Tax Implications of ETF investing and how to harvest tax losses at the end of year. Last we will enter the world of Cryptocurrencies. Briefly touching upon them and how to think about these in respect to a balanced portfolio.
