Topic
Investing
Evaluating a company, measuring its growth, spreading risk across a portfolio and keeping the account itself safe, taught as short courses.
The investing desk is organized as courses because the subject builds: you read the statements before you value a company, and you value companies before you decide how many of them to own. Each course takes four lessons and ends every lesson with a short quiz.
The safeguards course is worth taking whatever you trade. Checking who you deal with, knowing what account protection covers and securing your logins takes an afternoon.
A sensible order for someone starting out: the starter course on evaluating a stock, then growth, then diversification, with the safeguards course whenever an account is opened. Every lesson uses hypothetical companies with round numbers, so each worked example can be repeated with a real annual report from the SEC's EDGAR system, which is where the habit of reading filings pays off. The quizzes store nothing, so take them as often as you like.
Courses
- Diversification: Building a Portfolio That Holds Up
4 lessons · Beginner. Investors with a handful of holdings who want a plan for the portfolio as a whole, and a way to tell whether it is really spread out.
- How to Evaluate a Stock: A Starter Course
4 lessons · Beginner. Investors who have bought a fund or two and now want to judge a single company from its own filings.
- Investor Protection Basics: Safeguarding Your Money and Account
4 lessons · Beginner. Anyone opening a brokerage account, or already holding one, who wants to know what protects it and where the gaps are.
- Growth Stocks: Measuring Growth That Lasts
4 lessons · Intermediate. Investors who can already read an income statement and want a method for judging a company whose sales are climbing fast.