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Stock Market Basics
Learn to read charts, manage risk, and build a long-term investing plan
Beginner
4 Weeks
2026 Edition
About this course
Learn to evaluate corporate balance sheets, read quarterly earnings reports, and build a resilient long-term investment portfolio. Master chart reading, risk management, and fundamental valuation techniques from scratch.
What will you learn
Analyze company balance sheets and financial statements
Build a diversified long-term dividend and growth portfolio
Understand exchange mechanics, stock splits, and market cap
Your requirements
Interest in long-term wealth building
Basic math and analytical skills
Course curriculum
Chapter 1:
How the Stock Market Works
Lessons:
5
Duration:
35 mins
What is a Share of Stock?
Understand business ownership, market capitalizations, and public exchanges.
Bull vs. Bear Markets & Economic Cycles
Learn how interest rates, inflation, and GDP impact market valuations.
Brokerage Accounts & Order Types
Navigate brokerages and execute Market, Limit, and Stop-Loss orders.
Index Funds & ETFs vs. Individual Stocks
Compare passive S&P 500 indexing strategies against active stock picking.
Dividend Investing Fundamentals
Understand dividend yield, payout ratios, and the power of compound growth.
Chapter 2:
Fundamental & Technical Analysis
Lessons:
5
Duration:
45 mins
Reading 10-K Reports & Financials
Analyze the Income Statement, Balance Sheet, and Cash Flow Statement.
Valuation Ratios (P/E, P/S, EV/EBITDA)
Determine if a stock is overvalued or undervalued compared to peers.
Economic Moats & Competitive Edge
Identify pricing power, brand moats, and structural market advantages.
Basic Candlestick Chart Reading
Read daily charts, moving averages, and primary trend support lines.
Understanding Market Sentiment
Gauge the Fear & Greed Index, insider trading activity, and analyst targets.
Chapter 3:
Building Your Investment Plan
Lessons:
5
Duration:
40 mins
Building Your Investment Plan
Spread capital across technology, healthcare, financials, and staples.
Dollar-Cost Averaging vs. Lump Sum
Automate contributions to smooth out volatility over long horizons.
Risk Tolerance & Asset Rebalancing
Adjust portfolio weights periodically to lock in gains and manage drawdowns.
Taxes, Capital Gains & Account Types
Navigate short-term vs. long-term capital gains tax structures.
Building Your Long-Term Portfolio
Construct a personalized, diversified equity portfolio plan.
David K.
Equity Analyst & Portfolio Manager
Equity research analyst specializing in value investing, balance sheet audits, and long-term dividend growth strategies.