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Mutual Fund & ETF Investing Success!

Finance & Accounting

Rating4.5
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Mutual Fund & ETF Investing Success!, available at $64.99, has an average rating of 4.45, with 22 lectures, based on 21 reviews, and has 86 subscribers.

You will learn about How to pick the right Mutual Funds or Exchanged Traded Funds (ETF) for their investment portfolio. Full understanding of Mutual Funds or Exchanged Traded Funds (ETF) and their Pros and Cons. Deep look with full demo evaluating a variety of funds from stock funds, bond funds, and more. How to minimize fund expenses and taxes when choosing a Mutual Fund or Exchanged Traded Fund (ETF) This course is ideal for individuals who are Perfect for beginning investors who want to get started investing quickly and effectively. or Great for more experienced investors who really want to fully understand Mutual Funds and Exchanged Traded Funds (ETF) to improve their portfolio performance. or Awesome for those who use Mutual Funds and Exchanged Traded Funds (ETF) and want to get even better results and not take this important area for granted. It is particularly useful for Perfect for beginning investors who want to get started investing quickly and effectively. or Great for more experienced investors who really want to fully understand Mutual Funds and Exchanged Traded Funds (ETF) to improve their portfolio performance. or Awesome for those who use Mutual Funds and Exchanged Traded Funds (ETF) and want to get even better results and not take this important area for granted.

Enroll now: Mutual Fund & ETF Investing Success!

Summary

Title: Mutual Fund & ETF Investing Success!

Price: $64.99

Average Rating: 4.45

Number of Lectures: 22

Number of Published Lectures: 22

Number of Curriculum Items: 22

Number of Published Curriculum Objects: 22

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

  • How to pick the right Mutual Funds or Exchanged Traded Funds (ETF) for their investment portfolio.
  • Full understanding of Mutual Funds or Exchanged Traded Funds (ETF) and their Pros and Cons.
  • Deep look with full demo evaluating a variety of funds from stock funds, bond funds, and more.
  • How to minimize fund expenses and taxes when choosing a Mutual Fund or Exchanged Traded Fund (ETF)

Who Should Attend

  • Perfect for beginning investors who want to get started investing quickly and effectively.
  • Great for more experienced investors who really want to fully understand Mutual Funds and Exchanged Traded Funds (ETF) to improve their portfolio performance.
  • Awesome for those who use Mutual Funds and Exchanged Traded Funds (ETF) and want to get even better results and not take this important area for granted.

Target Audiences

  • Perfect for beginning investors who want to get started investing quickly and effectively.
  • Great for more experienced investors who really want to fully understand Mutual Funds and Exchanged Traded Funds (ETF) to improve their portfolio performance.
  • Awesome for those who use Mutual Funds and Exchanged Traded Funds (ETF) and want to get even better results and not take this important area for granted.

Every investing expert says “You need to diversify your investments” but trying to buy a bunch of individual securities such as stocks and bonds can seem daunting. Which ones to pick? What is a good one? How many do I need? Do I have to constantly monitor them? Can be very hard. Fortunately there are mutal funds and ETF.

This course covers everything you need to pick the best mutual funds for you and breaks into 3 main sections with many lessons under each:

  1. Mutual Fund & Exchange Traded Funds (ETF) Foundational Principles

  2. Taxes And Mutual Fund & ETF.

  3. Evaluating Each Major Type Of Mutual Funds With A Deep Dive Demo Including:

    1. Growth Stocks

    2. Dividend Stocks

    3. Government Bonds

    4. Corporate Bonds

    5. Cryptocurrency (Emerging Area)

    6. Real Estate & Real Estate Investment Trusts (REIT)

    7. …and more!

Mutual Funds and Exchanged Traded Funds (ETF) provide you with instant diversificationby buying just one fund. Can get even more by buying more than one fund or strategically adding individual securities along with your mutal fuds and ETF’s tp form a strong overall portfolio.

The challenge is that some funds are better than others. How can we determine what is a good fund and what is a band fund. What about index funds. How can we limit our costs that eat away at our returns and thus our financial future.

This course will give you all the information you need to pick the best Mutual Funds and Exchange Tared Funds (ETF) for youwhile teaching you how to look at fund costs and other important areas to make the best choices.

Picking the wrong fund can really have a negative impact. Not too hard to learn and once you do you can apply to all your future fund investments.

Think of it as being intentional and smart in terms of picking a racehorse to win a race as opposed to picking the horse with the most interesting name.

The next step? Just hit the button to enroll and get ready to learn all about mutual funds and Exchange Traded Funds (ETF). I hope to see you in your first lesson!

Thanks.

-Steve B

Course Curriculum

Chapter 1: Mutal Funds & Exchange Traded Funds (ETF) Foundation

Lecture 1: Course Introduction

Lecture 2: What Is A Mutual Fund Really

Lecture 3: Types Of Mutual Funds

Lecture 4: Active Vs. Index Mutual Funds & ETF

Lecture 5: Target Date Funds

Lecture 6: Balanced Funds

Lecture 7: Style Box: Reading & Using Effectively

Lecture 8: Cost: Load & No Load Mutual Funds & ETF

Lecture 9: Cost: Use Expense Ratio To Compare Funds

Lecture 10: Exchange Traded Funds (ETF) Similar Yet Different Than Mutual Funds​

Lecture 11: Which Is Better: ETF or Mutual Fund

Chapter 2: Taxes & Mutual Funds Exchange Traded Funds (ETF) Course

Lecture 1: What Is A Distribution: Mutal Funds Yes…ETF No

Lecture 2: Taxes & Mutual Funds & ETF

Lecture 3: Turnover Ratio & Other Clues To Taxes When Choosing A Mutual Fund

Chapter 3: Demos: Picking Great Mutal Funds & Exchange Traded Funds (ETF) By Type

Lecture 1: Using A Fund Screener Demo

Lecture 2: Growth Stock Funds Demo

Lecture 3: Dividend Stock Funds (AKA Value Or Income) Demo

Lecture 4: Bond Or Fixed Income Funds Demo

Lecture 5: International & Global Funds Demo

Chapter 4: Easy Action Steps To Do Next

Lecture 1: Pro & Con Of Using A Robo-Advisor To Automate & Do Work For You

Lecture 2: Top 4 Action Steps + Extra Step

Lecture 3: Let's Keep The Learning Going!

Instructors

Rating Distribution

  • 1 stars: 0 votes
  • 2 stars: 0 votes
  • 3 stars: 2 votes
  • 4 stars: 8 votes
  • 5 stars: 11 votes

Frequently Asked Questions


How long do I have access to the course materials?


You can view and review the lecture materials indefinitely, like an on-demand channel.


Can I take my courses with me wherever I go?


Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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