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所在平台: Udemy |
课程主页: https://www.udemy.com/course/stock-market-fundamentals-index-funds-and-etfs/
课程评论：没有评论
**课程名称：** 股票市场投资：指数基金与ETF (Stock Market Investing: Index Funds and ETFs) **课程概述：** 本课程将深入探讨指数基金和ETF（交易所交易基金），并教授学员如何利用不同类型的指数基金构建个人投资组合，以及如何通过固定收益资产进行风险管理。 **课程内容涵盖：** * **指数与指数基金基础：** 学习什么是指数，什么是指数基金。 * **不同类型的指数基金：** 详细介绍各类指数基金，分析其优缺点，帮助学员做出最佳选择。 * **案例分析与研究方法：** 通过实例讲解，教授如何研究感兴趣的基金，以及使用哪些平台获取必要信息和产品资料。 * **投资组合设计：** 根据风险承受能力和目标，设计个性化投资组合，并提供模型投资组合作为入门参考。 * **风险管理：** 学习如何利用债券等固定收益资产来管理投资组合的风险。 * **投资组合构建与管理：** 讲解资金在投资组合中的配置、分发，以及如何进行再平衡。 * **股息与收益增长：** 探讨股息的概念及其如何加速投资组合的增长。 **核心理念：** 本课程专注于被动投资和指数投资，旨在赋能学员掌握设计和管理个人投资组合的技能，以实现其财务目标。
In this course, you will learn about index funds and how to create your own portfolio using different types of index funds and manage risks with fixed income assets. We start by covering what index and index funds are. We will then go through different types of index funds and compare the advantages and disadvantages to help you decide which one might be a better choice for you. We will then do a walkthrough of some example index funds and I will show you how to research the funds you are interested and which platforms to use to get the necessary information and product factsheet.Next, we will cover portfolio design based on your level of risk and tolerance. The course will cover model portfolios that you can use to help you get started. Then we will talk about managing risk in your portfolio using fixed income assets such as bonds. After creating a model portfolio, we will cover contribution and distribution of money across the portfolio. We then follow by shoeing you how to rebalance your portfolio. Lastly, we cover what dividends are and how you can use them to your advantage to help your portfolio grow faster. This course is all about passive and index investing and learning to design your own portfolio to reach your goals.
