This chapter is about Equities.
Thoughts for this section:
Bear and Bull markets - what these mean?
Instrument Details
- listing exchange requirements - CUSIP / SEDOL
- Index Funds
Breakdown of equities by
- Market Cap (mid cap, large cap, small cap)
- industry (GICs classification)
- Type (value, growth, income) (https://www.investopedia.com/articles/investing/080113/income-value-and-growth-stocks.asp)
Types of shares (https://www.rocketlawyer.com/gb/en/quick-guides/types-of-shares)
- common
- common without voting rights
- prefs
- cumulative prefs
- redeemable
Understanding Floating Stock vs Outstanding Stock
Authorised Stock
Trading Data
- what to look out for
- metrics to track (EPS, P/E ratio etc.)
- valuation forward looking using
- moving average
- momentum
- etc.
- Technical Analysis vs Fundamental Analysis
Risk
- beta
- volatility
- market risk
Return
- higher season price
- dividends
- share buy backs
Order process
- market order
- limit order
- setting price alerts and stop loss
Stock Market
- How many exchanges across the world?
- How many stocks are traded in each exchange?
- Size of the overall stock market
(Share excel with all these details)
Trading Platform Recommendations
- link to Product Marketing section of this site with (referrals and affiliates links embedded)
Research / Stock Tips recommendations
- link to the Stop Tips section of this site
- link to seekingalpha
- link to sumzero research
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