Everything you need to start investing in stocks —from how the stock market works to building a portfolio to reach your goals—in this ultimate beginner’s course.
00:00:00 Introduction 00:03:26 Why Investing is So Powerful 00:07:11 The Stock Market (And Avoiding Beginner Mistakes) 00:16:01 Everything you need to know about stocks - how the market works 00:21:12 How to invest like a pro (strategies) 00:30:33 Why asset prices change 00:32:49 Economic seasons "quadrants" 00:40:04 Principle of diversification 00:47:55 How to build a stock portfolio (the products) 01:11:55 Picking Stock (the great game) 01:18:48 Creating a portfolio that's right for you 01:26:38 Defining your asset allocation to stocks 01:33:33 Executing your investment plan 01:42:18 Live Demo (Setting Up a Portfolio) 01:53:54 Action Steps (Wrap Up)
🧠 About Henry:
Henry Chien was an analyst on the award-winning Business Services equity research team at BMO. His clients included the world’s largest hedge funds and asset managers, including JP Morgan, Point72, Citadel, and Bank of Montreal.
As a research analyst, he recommended one of the top ten highest-returning investments (MSCI, +711%) in the S&P 500 between 2016 and 2021. His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University.
⚠️ DISCLAIMERS & DISCLOSURES This content is for informational and educational purposes only and does not constitute financial or investment advice of any kind and does not establish any kind of professional-client relationship. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
