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ProActive Investor Course Curriculum

Course Agenda - Part 1 (Days 1 - 2)

Day 1: Introduction to ProActive Investing

• What is ProActive Investing?
• What’s Your Motivation?
• The Truth About Brokers
• Assessing Your Financial Health & Wealth
• Analyzing Your Financial Data
• Assessing Your Financial Choices
• What is the ProActive Investment Edge?

Day 2: Asset Class Diversification & The Asset Allocation Decision

• Asset Allocation – Part 1
• Real Value – How Markets Really Work
• Real Value – Your Assets
• Identifying Low Risk, High Reward Opportunities
• Asset Allocation – Part 2
• Charting Your Next Move
• ProActive Investor Strategies

Course Agenda - Part 2 (Days 3 - 5)

Day 3: Informational Tools & Intro to Investment Analysis

• Primary Markets
• Secondary Markets
• Characteristics of a Well-Functioning Securities Market
• Exchange Markets Membership & Types of Orders
• National Stock Exchanges, Regional Exchanges & OTC Markets
• Market Efficiency vs. Technical & Fundamental Analysis
• Rationale for Investing in Index Funds
• Margin Buying
• Sharpe Ratio
• Equity Short Selling
• Phases of the Business Cycle
• The Cyclical Behavior of Key Macroeconomic Variables
• Fiscal Policy
• Monetary Policy Impacts
• Leading Economic Indicators
• Four Fundamental Factors That Influence the Supply & Demand for Capital
• The Role of Interest Rates in Allocating Capital & the Inflation Premium
• Fundamental Analysis Introduction
• Income Statement
• Detecting Accounting Gimmicks/Fraud in Financial Reports
• Initial Determination: Is Stock Selling at a Reasonable Price
• Basic Bond Features
• Bond Sector Instruments Overview
• Yield Curves
• Fixed Income Valuation Introduction -Basic Concepts
• Characteristics of Real Estate as an Investable Asset Class
• Calculating the Net Operating Income (NOI) From a Real Estate Investment
• Distressed Securities

Day 4: Modern Portfolio Theory & Plan Implementation: The Building of an Optimally Balanced Portfolio

• Exchange Traded Funds
• ETF Advantages
• Sector ETF Investing
• Leveraged & Inverse ETFs
• Additional Asset Class Specific ETF Examples
• Modern Portfolio Theory (MPT) Introduction
• The Efficient Frontier
• An Efficient Portfolio: The Ultimate Goal
• Capital Asset Pricing Model (CAPM)
• Diversifiable & Non-diversifiable Risk & Categorizing Beta
• Two Approaches to Constructing Portfolios
• In-Class Exercise: General Asset Allocation Guidelines
• When Deciding on Your Target Asset Allocation, Don't Forget About RISK
• Historical Forecasts to Assist with Asset Class Selection
• Case Study Example # 1 - Putting it All Together to Arrive at a Target Asset Allocation

Day 5: Total Portfolio Management for the Individual Investor

• Steps Involved in the Asset Allocation Process:
• The Six Steps of Portfolio Management
• Portfolio Management as a Process - Basics
• Justifying the Importance of the Portfolio Perspective
• Passive Versus Active Management
• Three Strategies
• Sector Rotation
• Technical Strategies
• Value vs. Growth in Equity Investing
• Strategic Asset Allocation (SAA) Review
• Tactical Asset Allocation
• Market Timing vs. Buy-and-Hold
• Characteristics of Successful Market Timers
• Technical Analysis
• Support & Resistance: Decoys
• Directional Trends
• Moving Averages
• Relative Strength
• Trading Strategies for Investors
• Risk Management Within the Total Portfolio Context
• How to Use Inverse ETFs for Speculation & Hedging
• Inverse ETFs for Pure Profit Plays
• Using Inverse ETFs for Tactical Portfolio Hedging
• Translating Monitoring into Investment Action
• Portfolio Rebalancing Basics
• Rebalancing the Portfolio
• Two Primary Types of Portfolio Rebalancing Approaches
• Portfolio Performance Evaluation
• The Three Components of Performance Evaluation