Fundamental Topics In Finance And Money Management

Learn to set up the most optimal strategies for your own investment or trading portfolio.

What you'll learn
Learn to be a financial engineer
Learn to use the fundamental and statistical analysis to dissect stock market
Identify different market sector to determine investment or trading strategies
Learn to become your own portfolio manager
Requirements
No programming experience required. However, some prior knowledge of Python and R is helpful.
Description
Welcome to Fundamental Topics in Finance and Money Management! This course is a culmination of a list of topics I personally respsect to when I create my own trading strategies. No prior experience is required. This course will have a list of lectures combining my experience on the trading floor, my research experience as a quant researcher in a hedge fund, and my past 10+ years of trading experience managing my own fund. Topics include the following:- Candlesticks: A candlestick chart is a style of financial chart used to describe price movements of a security, derivative, or currency.- NBBO: The National Best Bid and Offer (NBBO) is a quote that reports the highest bid price and lowest ask (offered) price in a security, sourced from among all available exchanges or trading venues. The NBBO, therefore, represents the tightest composite bid-ask spread in a security. The Securities Exchange Commission's (SEC) Regulation NMS requires brokers to trade at the best available ask and bid price when buying and selling securities for customers and guarantee at least the NBBO quoted price to its customers at the time of a trade.- Famous Celebrities and their strategies- Value Investing: Value investing is the art of buying stocks which trade at a significant discount to their intrinsic value. Value investors achieve this by looking for companies on cheap valuation metrics, typically low multiples of their profits or assets, for reasons which are not justified over the longer term.- Asset Pricing: In financial economics, asset pricing refers to a formal treatment and development of two main pricing principles,[1] outlined below, together with the resultant models. There have been many models developed for different situations, but correspondingly, these stem from either general equilibrium asset pricing or rational asset pricing, the latter corresponding to risk neutral pricing. Investment theory, which is near synonymous, encompasses the body of knowledge used to support the decision-making process of choosing investments, and the asset pricing models are then applied in determining the asset-specific required rate of return on the investment in question, or in pricing derivatives on these, for trading or hedging.- AI-driven Strategies AI-driven strategies are prediction-based strategies combining with machine learning. This portion of the course will focus on developing the pipeline instead of delving into machine learning models because we have other courses (Fundamentals in Machine Learning and Fundamentals in Neural Networks) to teach those materials.

Overview

Section 1: Lectures of Fundamental Topics

Lecture 1 Introduction

Lecture 2 Candlesticks

Lecture 3 NBBO

Lecture 4 Celebrities

Lecture 5 Motivation and Research Question

Lecture 6 Value Investing

Section 2: Asset Pricing

Lecture 7 S1

Lecture 8 S2

Lecture 9 S3

Section 3: AI Driven Strategies

Lecture 10 S1

Lecture 11 S2

Beginners who are curious about different aspects of financial technology and investment strategies