Please enable JavaScript.
Coggle requires JavaScript to display documents.
Investment (Tasks (phase 1) until 01.03 (Find sources of financial…
Investment
Tasks (phase 1)
until 01.03
List of brokers
List of ETFs to buy
Write down the framework
Create a logbook
Invest 5k
Find a tool to keep track of all assets
Find sources of financial information
Company finances
US
10K
10Q
Economic indicators
Find tool for tracking logs
Framework
Analyze the general market
Economic situation in the country
Taxes
Unemployment rate
National gross income
Average wage
Purchasing power
Real estate prices
inflation
Political events
Convert them into taxes and tax refunds
Other indicators
Crude oil price
Capacity utilization
Real estate built
Interest rates
spreads
conflicts
Consumer credit
Analyze the dynamic to define the root cause and consequences
Analyze the sector market
Case in point analysis
Market-sizing
factor questions
business case questions
business strategy and operation cases
business model generation
build the business model canvas
value proposition design
identify market and validity of value proposition
Analyze the company
Check the size of the company
Check the financial condition of the company
Check the earnings' stability
Check the dividend record
Price to earning's ratio
Check price to assets
Technical analysis
SMA crossover
Candlestick formations
MACD
Fibonacci retracements
Timing entry
Market psychology
Check the news and sentiment in the news
Chech the sentiment in the markets (technical analysis)
Reflexivity
What skill do you want?
FX trading
Subskills
Technical analysis
Economy analysis
Take profit/stop loss
Value investing
Subskills
Company analysis
Cash flow analysis
Forecast company performance
Dividend discount models calculation
Market analysis