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Build Your Own Mutual Fund for Pennies
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| Price: |
$99.00 |
| Business Focus: |
Personal Finance & Wealth Building |
| Instructor: |
Thomas Grady |
| Course Code: |
byo |
| Delivery Method: |
Instructor-led Online Course |
| Frequently Asked Questions |
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| Course Overview: |
Ever wonder what it would be like being a mutual fund manager? Well stop wondering. Now you can be one. Every mutual fund has its own fundamental strategy, and yours should be no different. In this course, you'll learn how to develop your own personal strategy to fit your risk tolerance. Then, you'll learn how to effectively build and manage your own personal mutual fund – at a fraction of the cost.
You’ll learn how to easily gauge your risk tolerance. This will help determine which of two mutual funds you should build for yourself. We’ll show you how a rock-solid methodology based on the choices of stocks using Standard & Poor’s 10 sectors will accomplish broad diversification.
Building and managing your own personal mutual fund also means you manage your dividends and capital gains, and you'll learn the most effective methods of doing this within your fund.
Once you've built your personal mutual fund, you'll learn how to take it online. You'll be able to establish your trading account and pull in all the necessary management tools to help you maintain your fund.
Take control of your own money, and manage it as well as (or better than) the wizards of Wall Street. It isn't as difficult as you might think!
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| Instructor Biography: |
As a Registered Investment Advisor managing millions, Thomas Grady has developed a systematic procedure for managing his clients’ wealth – the construction of personal mutual funds. Armed with an MBA and an MS, Mr. Grady understands the complexity of the investing world. In public and university presentations, Mr. Grady has demonstrated the ability to condense that complexity down to simplicity and deliver it to audiences. He accomplished this same mission with his book Preparing for the Retirement Boom (John Wiley & Sons) and the numerous articles he has written.
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| Course Syllabus: |
| Lesson 1 Syllabus |
Mutual Fund Concepts and History |
| Lesson 2 Syllabus |
Tour the Inside of a Mutual Fund |
| Lesson 2 Objective |
Cover the concepts, purpose, and history of a mutual fund |
| Lesson 3 Syllabus |
Objectives, Risk, Performance, and Taxes |
| Lesson 3 Objective |
You'll see what the inside of a mutual fund looks like |
| Lesson 4 Syllabus |
Wholesaling, Retailing, and Draining Your Money |
| Lesson 4 Objective |
Compare four mutual funds |
| Lesson 5 Syllabus |
The S&P Index and its 10 Sectors |
| Lesson 5 Objective |
Understand the marketing structure (wholesale, retail, and compensation) |
| Lesson 6 Syllabus |
R&D: S&P and Yahoo |
| Lesson 6 Objective |
Discover Standard & Poor’s and its 10 sectors |
| Lesson 7 Syllabus |
All About Bonds |
| Lesson 7 Objective |
Learn about online research and development centers |
| Lesson 8 Syllabus |
Your Risk, Your Test, and Your Reward |
| Lesson 8 Objective |
Unravel the mystery behind bonds |
| Lesson 9 Syllabus |
Working the Distribution Grid |
| Lesson 9 Objective |
Investigate risk, reward, and your profile |
| Lesson 10 Syllabus |
Working the Distribution Sheet |
| Lesson 10 Objective |
Draw the blueprint of your personal mutual fund, Part I |
| Lesson 11 Syllabus |
Tracking with Yahoo Portfolios |
| Lesson 11 Objective |
Draw the blueprint of your personal mutual fund, Part II |
| Lesson 12 Syllabus |
Online Brokers and Taking the Plunge |
| Lesson 12 Objective |
Assemble the tracking devices for your mutual fund |
