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所在平台: Udemy |
课程主页: https://www.udemy.com/course/investing-with-confidence/
课程评论：没有评论
课程名称：自信投资 课程概述：本课程以通俗易懂的语言介绍如何在不需成为股市专家的前提下，通过七个步骤建立自己的低维护投资组合，重点是共同基金，且不需要任何前置知识。 适合人群： - 想让辛苦挣来的钱为自己工作，投资未来的人。 - 希望实现财务独立，通过投资获得被动收入，并确保能够享受美好退休生活的人。 - 不论是从未投资过基金、希望学习基金运作方法却不知道该从何开始的人，还是已经拥有一些基金但感到需要更长远的投资策略的人。 课程创作背景： 作者在为雇主的退休金计划时首次接触到基金投资，随着对财务自由的向往以及想为孩子未来储蓄的愿望，开始探讨如何理财和投资。从初期的研究和实际投资中，经历了一些错误和高昂的代价，作者希望帮助学员们更快地建立起低成本且低维护的投资组合，避免自己曾经的错误。 课程内容： - 第一步：讲解共同基金的概念及其运作方式。 - 第二步：介绍基金投资的资产，提供必要的信息来帮助构建个人投资组合。 - 第三步：决定适合自己的投资账户类型。 - 第四步：讨论资产配置及风险管理，并举例展示理论的实践。 - 第五步：建立个人投资组合。 - 第六步：选择符合投资组合标准的基金。 - 第七步：展示如何进行初始投资、维护投资组合和从投资账户中提取资金。 课程结构精简，超过一半的内容为实际案例，以便学员清晰应用理论。 常见问答： - 该课程需要研究公司、分析股票和解读图表吗？不需要，本课程专注于共同基金的投资。 - 需要了解股票和债券吗？所有必要知识均在课程中涵盖。 - 数学能力需要很好吗？不需要。 - 投资需要很多钱吗？不需要，最低可每月投资25美元。 免责声明：本课程仅用于教育和信息目的，并不推荐特定投资。投资的价值可能会波动，学员需考虑所有相关风险因素，包括个人财务状况。
In this jargon-free course, you will build your own low-maintenance portfolio of mutual funds in 7 steps without having to become a stock market expert, and with no prior knowledge required.Who this course is forBefore I tell you about this effective course which makes investing in mutual funds accessible for everyone, let's talk about who this course is really for:You want to make your hard-earned money work for you, and invest in your own future.You want to be financially independent, earn passive income from your investments, and ensure you can enjoy your retirement.Whether youhave never invested in funds before, feel like you need to learn more about how funds work, but don't know where to startalready own some funds, either through a pension or another investment account, but feel like you're selecting funds at random and you want to develop a long-term strategyare planning to invest monthly, or have a one-off amount you want to investyou're in the right place and I'm going to cover every step from the basics of how funds work to showing you how to build your own low-maintenance portfolio.Convinced already? Then sign up now and let's get started!Why I created this courseI first came across funds and investing when I was eligible for a pension with my employer. Every month, a percentage of my salary was transferred into a pension plan and my employer matched that amount - so that was effectively a pay rise! It seemed a good idea to go ahead with it even though I wasn't exactly sure what it was that I was investing in. The first seed was sown!Then my son was born and my mindset shifted towards thinking long-term: being financially free before I reach retirement age, and saving some money for my son's future too.The question was: How should I save or invest? Interest rates on savings accounts were very low, but I wanted my hard-earned money to grow over the years. Stocks seemed to offer a good return, but I'd never invested in stocks and didn't know where to start. And nearly everyone I asked about investing in stocks told me that it's too risky, and that they'd lost some money investing in stocks in the past and wouldn't ever go anywhere near them again!I decided to do my own research. And lots of it! And eventually went ahead and invested in mutual funds. I'll be honest: I made some mistakes along the way, costly mistakes which I want you to avoid. Luckily, I stuck with it, learned from my mistakes, and now have a low-cost and low-maintenance portfolio that is in line with my tolerance for risk. And I want you to get to that place too, but much quicker than me and without making the same mistakes - and that's why I created this course.What's insideIn STEP 1 I'll explain what mutual funds are and how they work.In STEP 2 I'll teach you about the assets that funds invest in - but don't worry, I didn't include any unnecessary information here, only what you need to know in order to build your own portfolio.STEP 3 is deciding which investment account is right for you, and I'll give you some ideas on how to make that decision.We'll discuss asset allocation in STEP 4, and how to manage risk. Then I'll build an example portfolio so you can see how theory is put into practice!STEP 5 is building a portfolio.STEP 6 is selecting funds that match the criteria for your portfolioAnd in STEP 7 I'll show you how to make the initial investment, maintain your portfolio and withdraw money from your investment account.I've purposefully kept this course short. More than half of the course is made up of practical examples so that you know exactly how to apply the theory!Convinced already? Then sign up now and let's get started!"This is what I've been looking for for a long time! I've just started the course and I'm building my knowledge and confidence to invest in funds; concepts are explained at a good pace and extremely clearly", Marco, 5*FAQsWill I need to research companies, analyse stocks and interpret charts in this course?No. This course is about investing in mutual funds, and you will learn how to decide on an asset allocation and select suitable funds for your portfolio, without having to become a stock market expert. This course is very focused on the end goal, which is for you to start investing in your own low-cost, low-maintenance portfolio.Do I need to know what stocks and bonds are?No - everything you need to know is covered in this course.Do I need to be good at maths?No!Do I need to have a lot of money to invest?No, you can invest from as little as $25 each month.Sign up now & let's get started!Disclaimer Note: This course is for educational and informational purposes only, and is not a recommendation for any specific investment. The value of investments can fall as well as rise. Individuals must consider all relevant risk factors including their own personal financial situation before investing, and the instructor will have no liability related directly or indirectly to any loss or damage.
