Reference for Balance Portfolio Allocation

Growth Investing eXpress (GIX) - Apr 2022

Part 1: Get Started. Your Schedule and Workshop Preparation

Save the Schedule (Date & Time)
Join Apr 2022 Intake Telegram Channel
Setting up for Online Classes in Beyond Insights
Join the Growth Investing eXpress Facebook support group
Complete the New Student Profiling (New Students MUST complete by 10 Apr 2022)
Getting to know Beyond Insights Learning Tools & Support System
Print / Purchase Growth Investing eXpress Manual

Part 2: Important Links

Zoom Link - Workshop
Other Important Links (available during tutorial)

Part 3A: Pre-requisite videos (MUST watch before DAY 1 workshop. Estimated time to complete: 2hr 10m)

Introduction to GIX (4:20)
Section 1a - Introduction to US Market (25:29)
Section 1b - Trading Styles (9:00)
Section 1c - Index & ETF (23:37)
Section 1d - Sector & Industries (18:17)
Section 2a - Overview of Financial Statements (20:38)
Section 2b - Income Statement (5:44)
Section 2c - Balance Sheet (9:49)
Section 3a - How do you know a company is profitable? (EPS, ROE, ROA) (9:55)
Section 3b - Contrast of ROE & ROA (3:03)
Pre-requisite Quiz 1

Part 3B: Pre-requisite videos (MUST watch before DAY 1 workshop. Estimated time to complete: 30m) Uploaded on 4 March 2022

Section 4a - Overview of Valuation Methods (4:52)
Section 4b - Difference between Growth Investing & Value Investing (6:53)
Section 4c - Intrinsic Value Method (1:58)
Section 5a - Institutional Ownership (6:10)
Section 5b - Dividends (10:29)
Pre-requisite Quiz 2

Part 3C: Pre-requisite videos (MUST watch before DAY 2 workshop. Estimated time to complete: 1hr 57m) Uploaded on 4 March 2022

Section 1a - Overview of Technical Analysis (TA) (22:53)
Section 1b - Price Trends (37:26)
Section 1c - Support & Resistance (35:08)
Section 2 - Introduction to Candlesticks (21:53)
Pre-requisite Quiz 3

Part 3D: Tools & Skills required to invest in stock market (MUST watch before DAY 2 workshop. Estimated time to complete: 2hr 11m) Uploaded on 17 Mar 2022

Interactive Brokers - Account application & platform installation - 3 TASKS (15:08)
Mandatory SURVEY - Please let us know the completion level of your IB/TWS setup
Introduction to Tradingview
Tradingview 1.1 : Setting up Tradingview login account (6:31)
Tradingview 1.2 - Basic Navigation (5:02)
Tradingview 1.3 - Zooming & chart time period (8:35)
Tradingview 1.4 - Adding Indicators (8:42)
Tradingview 1.5 - Saving Indicator Template (5:54)
Tradingview 1.6 - Drawing Tools (5:09)
Tradingview 1.7 - Extra Tools (7:03)
Tradingview 1.8 - Extra Tools - Part 2 (6:20)
Mandatory SURVEY - Please let u know the completion level of your Tradingview setup
Brokerage (63:31)

Part 4.1 : Online Learning Materials (Softcopy of Course Manual)

Instructions
Global Stock Market Essentials Manual
GIX Manual

Part 4.2 : Online Learning Materials (Softcopy Handouts) - Recommend to print

Exercise Handouts
GIX Process Map
Workshop Agenda Summary
Workshop Exercises Answers
PE & MATP Exercise Debrief (15:34)
VTP Course Overview
NLV Explanation
Reference for Balance Portfolio Allocation
GIX - Process Map Answer Sheet
GIX Watchlist (uploaded on 23 Apr 2022)

Part 5.1 : Post Workshop (Complete and get familiar before attending tutorials) - Estimated time to complete 1hr19m

BI Investing Template - video guide
Max Buy Price (MBP) Calculator
Finviz Basic Screener Navigation (12:30)
Stockrow Financial Menu Nagivation (7:06)
Marketbeat.com Basic Navigation (7:40)
Median analyst target price and How to calculate Max Buy Price (6:39)

Part 5.2: Post Workshop (Additional Guides & Revision)

PE, Forward PE, PEG (39:35)
Analysts Recommendation & Ratings (16:08)
Order Types (13:56)
Earnings & Gapping (29:16)
Reason to Cut Loss (18:55)
Reset Paper Account Video Guide (3:22)
IB Trade Report (5:29)
TWS guide - Add missing columns - OCA & Stop price (1:39)

Part 6 : Tutorial Assignment/ Tutorial Recordings

Tutorial #1 (28 Apr 2022) Uploaded 29 Apr 2022 (142:47)
Tutorial #2 (12 May 2022) Uploaded 13 May 2022 (128:29)
Tutorial #2: Exercise 3 Answer

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