The following books can be used as college text books:
Complete the art of investing (Printed version),
Complete the art of investing (Kindle version),
Using Fidelity,
Art of Investing for future millionaires (hard copy is also available),
Sector Rotation: 21 strategies, and
Sector Rotation for future millionaires (planned for 2021).
This article provides questions and homework assignments. Initially, they are only available for Basic Investing. The book number, section number and chapter number are based on the printed version of “Complete the art of investing”. If you have specific questions and homework assignments, would you send them to pow_tony@yahoo.com.
Recommended courses. It can be based on the article “How to start reading this book. Here are my recommendations:
Basic Investing
Book 1: Section I.
Intermediate investing
Book 2: Finding Stocks.
Book 3: Evaluating Stocks.
Book 5: Trading Stocks.
Advanced investing
Book 4: Scoring Stocks.
Book 13: Technical Analysis.
Book 6: Market Timing.
Book 7: Investing Strategies.
I Beginners
Book 1:
“How to start”
Homework assignment.
1. Read at least one of the links.
“1. Simple market timing”
Questions.
1. What does SMA stand for?
Homework assignment.
1. Find out whether the market is up, down, or there is no indication.
”2 Quick analysis of ETFs”
Questions.
1. What does RSI(14) stand for?
Homework assignment.
1. Follow the example, evaluate the ETF SPY.
“3. Rotate four ETFs”
Questions.
1. List the four ETFs for rotation in this chapter.
2. List four ETFs for rotation that are different from this chapter.
Homework assignment.
1. Find out the best-performed ETF from the four in the last month.
“4. Simplest way to evaluate stocks”
Questions.
1. What is the different between Forward P/E and the P/E (trailing last 12 months)?
2. Define EV/EBITDA.
Homework assignment.
1. Find the EV/EBITDA of AAPL (Apple).What is the Forward P/E of AAPL?
2. What is the Debt / Equity of AAPL?
“5. Simplest technical analysis”
Questions.
1. What is the difference between SMA-50 and SMA-50%?
2. What is the major difference between SMA-50 and SMA-200?
Homework assignment.
1. What is AAPL’s short-term trend and long-term trend based on SMA-50 and SMS-200?
