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Free Download Index Funds & Etfs Complete Guide To Passive Investing Published 10/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 445.83 MB | Duration: 2h 15m Learn to build and manage a profitable portfolio with index funds and ETFs, mastering rebalancing, compounding, and risk What you'll learn Understand the basics of index funds, ETFs, and passive investing Learn how to research, select, and invest in index funds and ETFs Build and manage a diversified portfolio for long-term growth Master portfolio rebalancing techniques and frequency Explore risk management strategies for different investor types Use compounding to maximize portfolio growth over time Analyze model portfolios to create a balanced investment strategy Understand dividends and how to reinvest them for maximum returns Requirements No prior investing experience is required; beginners are welcome A basic understanding of financial terms can be helpful but not necessary Willingness to learn about long-term investing and financial growth strategies An interest in building and managing a portfolio with index funds and ETFs Description Are you looking to build wealth and achieve long-term financial growth using a proven, low-cost investment strategy? This comprehensive course on Index Funds and ETFs is designed to teach you how to build, manage, and optimize a profitable portfolio with minimal effort. Whether you're a beginner or an experienced investor, you'll learn step-by-step how to make passive investing work for you.In this course, you'll dive deep into index funds, ETFs, and passive investing strategies. You'll discover how to select the right funds, manage risk, and use rebalancing techniques to maintain a balanced portfolio. We'll explore how compounding can accelerate your portfolio's growth and how dividends play a role in your overall returns.Throughout this course, you'll also gain practical insights on how to choose the right brokerage, understand different account types, and allocate funds wisely across various investments. Real-world examples using popular tools like Yahoo Finance will show you how to research ETFs and analyze key performance metrics. Plus, you'll walk through creating diversified portfolios tailored to your risk tolerance and financial goals, using well-known funds like Vanguard and iShares.By the end of this course, you'll have the knowledge and confidence to:Build a diversified portfolio with index funds and ETFsUnderstand the mechanics of index funds, mutual funds, and ETFsMake informed decisions on risk management and rebalancingLeverage the power of compounding for long-term wealth growthResearch and select ETFs using popular platforms and data toolsCreate model portfolios that suit your financial goals and risk profileMaximize your investment returns using dividends and smart allocation strategiesWith clear, practical guidance and hands-on examples, you'll leave this course ready to manage your own passive investment portfolio with confidence.Join now and take the first step towards mastering the art of passive investing with index funds and ETFs! Overview Section 1: Introduction to Index Funds and ETFs Lecture 1 Introduction to Index Funds and ETFs Lecture 2 Course Overview: What You'll Learn Lecture 3 Understanding What an Index Is Lecture 4 What Are Index Funds? Lecture 5 What Are Mutual Funds? Lecture 6 What Are Exchange-Traded Funds (ETFs)? Lecture 7 How ETFs Work: A Closer Look Lecture 8 Why Invest with Index ETFs? Section 2: Banks and Brokerages for Investing in Index ETFs Lecture 9 Choosing Banks and Brokerages for Investing Section 3: Understanding Different Account Types for Investing Lecture 10 Different Account Types for Investing in Index ETFs Lecture 11 What Are Margin Accounts Section 4: How to Allocate Funds to Different Account Types Lecture 12 Allocating Funds to U.S. Account Types Lecture 13 Allocating Funds to Canadian Account Types Section 5: How to Research ETFs Lecture 14 How to Research ETFs: Key Information to Consider Lecture 15 Example: Researching and Analyzing the SPY ETF Lecture 16 Example: Researching and Analyzing the QQQ ETF Section 6: Designing a Portfolio from Scratch Lecture 17 Managing Risk in Equity Portfolios with Fixed Income Assets Lecture 18 Exploring Portfolio Types: Aggressive, Growth, and Balanced Section 7: Designing Diversified Portfolios with ETFs Lecture 19 Building a Diversified Portfolio with Vanguard ETFs Lecture 20 Creating an Aggressive Model Portfolio with Vanguard ETFs Lecture 21 Creating a Growth Model Portfolio with Vanguard ETFs Lecture 22 Creating a Balanced Model Portfolio with Vanguard ETFs Lecture 23 Quiz: Creating Portfolios with BlackRock iShares ETFs Section 8: How Much and How Often to Contribute to Your Portfolio Lecture 24 Determining Contribution Amounts Based on Portfolio Type Lecture 25 How Frequently Should You Contribute to Your Portfolio? Section 9: Rebalancing Your Portfolio for Optimal Performance Lecture 26 Rebalancing Your Portfolio: What, How, and How Often Section 10: Understanding Dividends in Your Portfolio Lecture 27 What Are Dividends and How to Use Them for Portfolio Growth Section 11: Exploring Common Portfolio Types Lecture 28 Common Portfolio Types Using Broad Market Index Funds and ETFs Section 12: Popular ETFs for Diversified Portfolios Lecture 29 Common ETFs for Building Diversified Portfolios Lecture 30 Quiz: Comparing VEQT and XEQT Asset Allocation Funds Section 13: The Power of Index Funds, Compounding, and Long-Term Growth Lecture 31 Why Index Funds and ETFs Are Essential for Long-Term Investment Success Lecture 32 S&P 500: A Walkthrough of Historical Performance Lecture 33 Using a Compound Interest Calculator: Exploring Potential Gains Section 14: Final Thoughts and Course Wrap-Up Lecture 34 Closing Reflections and Next Steps Beginner Investors: Individuals looking to start their investing journey with a solid foundation in index funds and ETFs,Intermediate Investors: Those wanting to deepen their knowledge of passive investing strategies and portfolio management,Finance Enthusiasts: Anyone interested in understanding the benefits of index investing and how to effectively manage a diversified portfolio,Students: Individuals studying finance or related fields who want practical insights into index funds and ETFs,Busy Professionals: People seeking a simple, effective approach to investing that requires minimal time and effort,Retirees: Those looking to create a sustainable investment strategy for long-term financial security Screenshot Homepage https://www.udemy.com/course/index-funds-etfs-complete-guide-to-passive-investing/ Rapidgator https://rg.to/file/6b49bddc982b252559c685594ab83d74/hirej.Index.Funds..Etfs.Complete.Guide.To.Passive.Investing.rar.html Fikper Free Download https://fikper.com/fq6O15joFG/hirej.Index.Funds..Etfs.Complete.Guide.To.Passive.Investing.rar.html No Password - Links are Interchangeable

Free Download Mutual Funds Mastery - Foundations To Portfolio Management Published 10/2024 MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz Language: English | Size: 7.25 GB | Duration: 18h 21m Unlock the full potential of mutual fund investing with our course - your guide to mastering mutual funds! What you'll learn Foundations of Mutual Funds: Understanding the core concepts, operations, and types of mutual funds. Mutual Fund Structure: A deep dive into the roles of fund managers, custodians, and other key players in mutual funds. Types of Mutual Fund Schemes: Exploration of equity, debt, hybrid, and other specialized mutual fund schemes. Risk and Return Drivers: How to analyze the risks and factors driving returns in mutual fund investments. Investment Strategy and Scheme Selection: Developing strategies to choose the right mutual fund schemes based on financial goals and risk profiles. Performance Evaluation: Techniques for analyzing and comparing mutual fund performance. NAV Calculation: Understanding how Net Asset Value (NAV) is calculated and its significance in mutual fund investments. Taxation of Mutual Funds: Insights into capital gains tax, dividend distribution tax, and indexation benefits for mutual funds. Systematic Investment Plans (SIPs): Learning about the benefits of SIPs, STPs, and SWPs for disciplined investing. Advanced Portfolio Management: Strategies for building and managing a diversified mutual fund portfolio tailored to different investment goals. Requirements Basic Financial Knowledge: A fundamental understanding of financial terms and concepts such as investments, stocks, bonds, and risk is helpful, though not mandatory. Interest in Mutual Funds: A genuine interest in learning about mutual funds, investment strategies, and portfolio management will help students engage more effectively with the course material. Computer Skills: Basic computer literacy is needed to navigate online resources, tools, and financial software that may be discussed or used in the course. No Prior Experience Required: This course is designed for beginners as well as those with some experience in finance or investments. No prior knowledge of mutual funds is required, but an eagerness to learn is essential. Description Introduction:This comprehensive course, "Mastering Mutual Funds: From Beginner to Advanced," is designed to provide an in-depth understanding of mutual funds, covering everything from the basic concepts to advanced strategies and analysis. Whether you are a beginner looking to grasp the fundamentals or an experienced investor aiming to deepen your knowledge, this course offers valuable insights into the world of mutual funds, the financial instruments that pool money from investors to purchase securities. Through structured lectures, practical examples, and expert guidance, you will gain a solid foundation and advanced knowledge of mutual fund operations, investment strategies, risk management, and performance evaluation.Section 1: Foundations of Mutual FundsThis section lays the groundwork for understanding mutual funds by covering their fundamental concepts and structure. It starts with an introduction to mutual funds, their basic operations, and the limitations investors should be aware of. The section also delves into the various types of mutual funds, their distribution channels, and the roles of key entities such as custodians, fund managers, and distributors. Additionally, you will learn about the importance of Net Asset Value (NAV) and the drivers of mutual fund returns and risks, such as equity and fundamental analysis factors. By understanding these components, investors can make informed decisions about redeeming units and identifying suitable plans that align with their investment goals.Section 2: Mutual Fund Essentials and Its Structure in IndiaThis section focuses on the essentials of mutual funds and their operational structure within the Indian financial system. It explores the reasons why investors opt for mutual funds, the distribution of investments, and the roles of key stakeholders such as the fund manager, compliance officer, and custodian. You will gain insight into how mutual funds are structured in India, including the process of launching new funds, investor rights, and obligations, as well as the differences between open-ended and close-ended funds. The section also covers the variety of equity and debt fund schemes, emphasizing the importance of factors such as NAV, expense ratio, and market-tracking errors.Section 3: Strategies for Investing in Mutual FundsThis section dives into various strategies that investors can adopt when investing in mutual funds. It begins by explaining the types of mutual funds available, their features, and the differences between open-ended and close-ended funds. The section also touches on fixed income and debt securities, providing detailed knowledge on debt fund schemes and the associated risks. Investors will learn how to select the right mutual fund schemes based on their investment profile, objectives, and risk tolerance. This section equips investors with the tools to evaluate costs, calculate NAVs, and understand the implications of different fund structures.Section 4: Advanced Mutual Fund Training: Portfolio Management and Fund PerformanceThis advanced section covers portfolio management techniques and how to assess fund performance effectively. It explains how NAV is calculated and the fees involved, including performance fees and mutual fund share classes. Investors will learn about portfolio evaluation, risk-return measures, and how fund managers approach building portfolios. The section also introduces advanced concepts like the mutual fund prospectus, the role of the fund manager, and key performance metrics, which provide a deeper understanding of how to evaluate mutual fund performance and structure portfolios accordingly.Section 5: Mutual Fund Structure and Scheme SelectionThis section offers an in-depth analysis of mutual fund structures and the criteria for selecting appropriate mutual fund schemes. It emphasizes the practical workings of mutual funds, how fund managers approach investments, and the benefits of investing in mutual funds. Investors will learn about different types of mutual fund schemes and transaction types, as well as methods fund managers use to assess the return potential of different schemes. Key factors such as earnings per share (EPS) and book value per share (BPS) are discussed to give investors a better understanding of how to select the most suitable mutual fund schemes for their portfolios.Section 6: Mutual Fund Reconciliation and Fund AccountingThe final section focuses on the reconciliation and accounting processes within mutual funds. It explains the setup of mutual funds, including exchange-traded funds (ETFs) and funds of funds, and provides a detailed breakdown of the reconciliation process, such as cash equivalents, holdings, and position reconciliation. Investors will gain a deeper understanding of how to address breaks and valuation discrepancies in fund accounting. The section also covers advanced reconciliation techniques, such as adjusting entries, accrued dividends, and notional quantity breaks, which are critical for ensuring the accuracy and transparency of fund operations.Conclusion:By completing this course, you will be well-versed in both the foundational and advanced aspects of mutual funds, enabling you to make informed investment decisions and manage portfolios effectively. Whether your focus is on equity, debt, or diversified mutual funds, you will have the tools and knowledge to navigate the mutual fund landscape with confidence. Overview Section 1: Foundations of Mutual Funds Lecture 1 Mutual Funds Training Lecture 2 The Concept of Mutual Funds Lecture 3 Operation of Mutual Funds Lecture 4 Limitations of Mutual Funds Lecture 5 Types of Mutual Funds Lecture 6 Illustration Lecture 7 Structure of Mutual Funds Lecture 8 Cutodian Lecture 9 The Concept of NFO Lecture 10 The Structure of SID Lecture 11 Contents of SAI Lecture 12 Net Assets Fund Lecture 13 Net Asset Value Lecture 14 Redeem of Units Lecture 15 Need of Distribution Channels Lecture 16 New Channels Lecture 17 Direct and Regular Plans Lecture 18 Drivers of Returns and Risks Lecture 19 Equity Factors Lecture 20 Fundamental Analysis Factors Lecture 21 Price to Book Value Lecture 22 Debt Equity Ratio Lecture 23 Technical Analysis Parameters Lecture 24 Investment Style Lecture 25 Factor in Debt Lecture 26 Drivers of Risk Lecture 27 Risk Mitigation Lecture 28 Performance Analysis Lecture 29 Steps for Scheme Selection Lecture 30 Scheme Category Lecture 31 Risk Profiling Lecture 32 Inflation Risk Lecture 33 Invest in Mutual Funds Part 1 Lecture 34 Invest in Mutual Funds Part 2 Lecture 35 Invest in Mutual Funds Part 3 Lecture 36 Invest in Mutual Funds Part 4 Section 2: Mutual Fund Essentials and Its Structure in India Lecture 37 Course Introduction Lecture 38 What is Mutual Fund Lecture 39 Reasons for Opting Mutual Funds Lecture 40 Distribution of Investments Lecture 41 Mutual Funds- Structure in India Lecture 42 Who manages Investors Money Lecture 43 Role of Compliance Officer and Custodian Lecture 44 Role of AMC Lecture 45 New Fund Offer Lecture 46 Role of Registrar and Transfer Agent Lecture 47 Procedure for Investing in NFO Lecture 48 Investors Rights and Obligations Lecture 49 Open Ended Funds Lecture 50 Close Ended Funds Lecture 51 Equity Funds Lecture 52 Index Funds Lecture 53 Concept Clarifier- Tracking Error Lecture 54 Diversified Large Cap Funds Lecture 55 Midcap Funds and Sectoral Funds Lecture 56 Other Equity Schemes Lecture 57 Other Equity Schemes continued Lecture 58 Concept Clarifier- Growth and Value investing Lecture 59 What is NAV Lecture 60 Fund Fact Sheet Lecture 61 Expense Ratio Lecture 62 Expense Ratio Questions and Portfolio Turnover Lecture 63 Effect of AUM on Portfolio Turnover Lecture 64 Cash Levels in Portfolio and Exit Loads Lecture 65 Introduction to Exchange Traded Funds Lecture 66 Features of ETF's Lecture 67 Concept Clarifier- Buying and Selling ETFs Lecture 68 Understanding Gold ETFs Lecture 69 Working of ETF's and Mutual funds Lecture 70 Working of Gold ETFs in detail Lecture 71 Market making by AP's Lecture 72 Market making by AP's Continued Lecture 73 Debt Funds- Salient Features Lecture 74 Interest Rate Risk Lecture 75 Credit Risk Lecture 76 How is Debt instrument priced Lecture 77 Yeild to Maturity Lecture 78 Fixed Maturity Plans Lecture 79 Capital Protection funds Lecture 80 MIP's; Child benefit plan Lecture 81 Liquid Funds Introduction Lecture 82 Cost plus Interest accrued method Lecture 83 Papers with maturity less than 182 days Lecture 84 Floating Rate Scheme Lecture 85 Capital Gains Taxation Lecture 86 Indexation Lecture 87 Why FMP's are Popular- Dividend Option Lecture 88 Growth Option Lecture 89 Regulations Overview Lecture 90 Objectives of AMFI Lecture 91 Advantages of Mutual Funds Lecture 92 SIP and STP and SWP Lecture 93 Growth fund's Dividend Payout Lecture 94 Dividend reinvestment options Lecture 95 NCFM Exam Tips Section 3: Strategies for Investing in Mutual Funds Lecture 96 Introduction to Investing in Mutual Funds Lecture 97 Content of Investing in Mutual Funds Lecture 98 Investment Options Lecture 99 Investment Options Continues Lecture 100 Why Mutual Fund Lecture 101 Types of Mutual Fund Lecture 102 Types of Mutual Fund Continues Lecture 103 Open Ended Fund - Debt Lecture 104 Net Asset Value Lecture 105 Investor Profile Lecture 106 Content of Fixed Income and Debt Funds Lecture 107 Introduction to Fixed Income and Debt Lecture 108 Types of Fixed Income Securities Lecture 109 Type of Debt Fund Lecture 110 Liquid Funds Lecture 111 Open ended Fund Lecture 112 Open ended Fund Continue Lecture 113 Close Ended Fund Lecture 114 Advantages of Investing into Debt Funds Lecture 115 Cost of Investment Lecture 116 Price Calculation Lecture 117 NAV Calculation Lecture 118 Investors Profile Section 4: Advanced Mutual Fund Training: Portfolio Management and Fund Performance Lecture 119 Introduction to Mutual Fund Lecture 120 Introduction to Mutual Fund Continues Lecture 121 Mutual Fund SIP Lecture 122 NAV Calculation Lecture 123 NAV In Fund House Lecture 124 Mutual Fund Fees and Expenses Lecture 125 Performance Fee Calculation Lecture 126 Mutual Fund Share Classes Lecture 127 Demonstration on Mutual Fund Lecture 128 Mutual Fund Prospectus Lecture 129 The Fund Manager Lecture 130 Fund Overview Lecture 131 Mutual Fund Measures Lecture 132 Mutual Fund Risk and Return Section 5: Mutual Fund Structure and Scheme Selection Lecture 133 Introduction to Mutual Funds Lecture 134 Types of Mutual Funds Lecture 135 Management of Funds Investments Lecture 136 Practical Working of Mutual Funds Lecture 137 Benefits of Mutual Funds Lecture 138 Refresher in Mutual Funds Lecture 139 Index of Mutual Funds Lecture 140 Types of Mutual Funds Scheme Lecture 141 Transaction Types of Mutual Funds Lecture 142 Management of Scheme in Mutual Funds Lecture 143 Approach of FM Using EPS Lecture 144 Approach of FM Using BPS Lecture 145 Portfolio building Approach Mutual Funds Lecture 146 Returns Evaluation Mutual Funds Lecture 147 Scheme Selection in Mutual Funds Section 6: Mutual Fund Reconciliation and Fund Accounting Lecture 148 Introduction to Reconciliation of Mutual Fund Lecture 149 Mutual Fund Set Up Lecture 150 Exchange Traded Funds Lecture 151 Fund of Funds Lecture 152 Fund of Funds Continues Lecture 153 Reconciliation of Mutual Fund Lecture 154 Breaking Down Reconciliation Lecture 155 Cash Equivalents Lecture 156 Reconciliation Adjusting Entries Lecture 157 Holdings or Position Reconciliation Lecture 158 Breaks and its Resolution Lecture 159 Notional Quantity Break Lecture 160 Break Resolution Procedure Lecture 161 Valuation Breaks Lecture 162 Accrued Dividends Reconciliation Lecture 163 Cash Reconciliation Lecture 164 Cash Reconciliation Continues Lecture 165 Dividend Entry Lecture 166 Paydown Entry Beginners in Investing: Anyone new to investing who wants to learn how mutual funds work, their structure, and how to invest in them.,Aspiring Financial Professionals: Individuals looking to build a career in finance, wealth management, or portfolio management, and want a solid foundation in mutual funds.,Retail Investors: Individuals who are already investing in mutual funds but want to deepen their knowledge and enhance their investment strategies.,Finance Students: Those studying finance, economics, or business who wish to gain practical insights into mutual funds and portfolio management.,Financial Advisors and Planners: Professionals who want to better understand mutual funds to provide better guidance to their clients.,Anyone Seeking Financial Literacy: Individuals who want to expand their financial knowledge and improve their personal financial planning through mutual fund investments. 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