#008 - What are 10 steps in investment process?

TechnoFunda Investing

Feb 21 2021 • 30 mins

Do you want to know the precise steps to becoming an excellent investor? In this episode, I get into the 10 steps of investment process you need to know.

1. Mindset / Investing Psychology

  • Do you know yourself?
  • Do you have right mindset to deal with your investing plan?

2. Principles

  • What is objective of Investment?
  • What is compounding Effect?
  • What is your investing strategy?
  • What is the rule of 72 in finance?

3. Screening

  • What are the fundamentals of Investing?
  • What are the best stock screeners?
  • Do Stock Screeners work? >> Watch My Video
  • How do you pick a stock?
  • Is fundamental or technical analysis better?

4. Sector Analysis / Company Analysis

5. Technical Analysis / PV action

  • How do you do technical analysis of a stock?
  • Why do technical indicators fail?
  • Which is the best software for technical analysis? - Watch My Video
  • Does technical analysis work for investing?
  • Which timeframe is best for investing?
  • How many technical indicators should I use?
  • Are technical indicators useless?

6. Capital Allocation

7. Risk Management

  • What is the Buffett Rule of Investing?
  • Why is risk management important in Investing?
  • How do you manage risk when investing?
  • When should you sell a stock?
  • How do you develop a risk management plan?

8. Portfolio Allocation and Rebalancing

  • What is a 80/20 Portfolio?
  • What is a 70 30 allocation strategy?
  • What is the ideal portfolio mix?

9. Asset Allocation

  • What is a balanced portfolio?
  • How do I build a strong portfolio?

10. Tools and Resources


YouTube Channel >> ACCESS HERE

My Website >> https://vivekmashrani.com/

Listen to other episodes >> LISTEN HERE