💡 What You Get: The Ultimate Investor’s Toolkit

This program is a complete solution for anyone who is ready to take control of their financial future. It’s built on a foundation of real-world experience and a deep understanding of market history and cycles.

Chapter 1 – Introduction to Wealth Building

This foundational chapter sets the stage for your entire investment journey. You’ll get a comprehensive overview of the course and learn the essential mindsets and strategies for building wealth.

• ✧ 1.1. Course Overview: What’s Included In The Course.
• ✧ 1.2. What You’ll Need & Top Tips For SUCCESS!: The essentials for a successful start.
• ✧ 1.3. Diversifying Your Risk When Investing: The key to protecting your capital.
• ✧ 1.4. Getting The Right Advice, Historical Averages & Avoiding SCAMS: How to make informed decisions.
• ✧ 1.5. The 3 Things GREAT Companies Do Exceptionally Well: The core principles of successful businesses.
• ✧ 1.6. Why Great Company Leadership Is KEY: The importance of leadership in a company’s success.

Chapter 2 – Setting Yourself Up For Investment Success!

This chapter provides the critical, pre-investment planning you need to do before you spend a penny. It’s a deep dive into financial planning and understanding the forces that will shape your future.

• ✧ 2.1. Fiscal Vs Monetary Policy: (& How This Effects Asset Prices).
• ✧ 2.2. CRUCIAL Investing Questions: You Must Answer Before You Even Spend A PENNY!.
• ✧ 2.3. How Many Years Of Earnings Do You Have Left?: A deep dive into long-term financial planning.
• ✧ 2.4. Future Financial Planning Exercise: A practical guide to planning your financial future.
• ✧ 2.5. Planning & Calculating Your Future Lifestyle: A guide to creating a life of affluence.
• ✧ 2.6. Understanding How INFLATION & Compound Interest Affects Your Financial Future: The core principles of wealth building.

Chapter 3 – Economic History & The Market Cycles

This chapter is a deep dive into the history of economics and market cycles. You’ll learn that history doesn’t repeat itself, but it often rhymes, and by understanding past cycles, you can better predict and prepare for the future.

• ✧ 3.1. Our Economic History Shows Us The Future: The power of historical data.
• ✧ 3.2. Studying The Historical Averages of Stock Markets: A guide to understanding market performance.
• ✧ 3.3. DOW Jones Analysis (Historical to 1915): A look at a century of market data.
• ✧ 3.4. S&P Analysis (Historical to 1928): A deep dive into the S&P 500.
• ✧ 3.5. Real S&P500 Index With Time to Recovery (Historical 1900): A guide to market downturns and recoveries.
• ✧ 3.6. The S&P500 Dividends Returns (Historical Calculator): A tool for understanding dividend returns.
• ✧ 3.7. How Bretton Woods Created A Global Privilege For The USA: A deep dive into economic history.
• ✧ 3.8. 1971 – The Year That Broke the Financial World Forever: A look at a pivotal moment in financial history.
• ✧ 3.9. Studying The Causes & Lessons of The Great Depression: What we can learn from the past.
• ✧ 3.10. Analysing The Causes of The 2008 Great Recession: A guide to modern economic downturns.

Chapter 4 – MACRO Economics & Using Cycles for Forecasting

This chapter provides a deep dive into the macroeconomic forces that control asset prices. You’ll learn to think like a seasoned investor and use these cycles to forecast future market movements and make strategic decisions.

• ✧ 4.1. How The Federal Reserve Controls The Economy: (& Therefore Asset Prices).
• ✧ 4.2. How Currency Expansion Explodes: Due To The Fed, Commercial Banks & Foreign USD$ Debt.
• ✧ 4.3. How The Fed Controls Bank Loans: Using The Federal Funds Rate (FFR).
• ✧ 4.4. How Banks Create Money: (& Therefore Systemic RISK!).
• ✧ 4.5. How The Government Creates Debt: & The Consumer Affordability Cap.
• ✧ 4.6. The Hidden TRUTH Behind The True Source Of Inflation: A deep dive into the mechanics of inflation.
• ✧ 4.7. Understanding The Deflationary Cycle: & How Unemployment Scarring Accelerates The Process.
• ✧ 4.8. The RARE Phenomenon Of Stagflation: & The Impact Of Interest Rate Rises On Inflation.
• ✧ 4.9. The TRUE Danger Of Hyperinflation: (Could It Really Happen Again?!).
• ✧ 4.10. Understanding The Causes Of Recessions: A guide to economic downturns.
• ✧ 4.11. How QE (Quantitative Easing) Creates Explosive Asset Growth: (Charts).

Chapter 5 – Understanding The Stock Market

This chapter provides a foundational understanding of the stock market, from what a stock is to the difference between public and private companies. It’s the essential knowledge you need to start investing with confidence.

• ✧ 5.1. Understanding What The Stock Market Actually Is: A foundational overview.
• ✧ 5.2. What Are Large Public Companies?: A guide to different company sizes.
• ✧ 5.3. Private Companies (Vs Publicly Listed Companies): Understanding the difference.
• ✧ 5.4. What A Company Is & The Different Types Of Shares: The core mechanics of a company.
• ✧ 5.5. Why Successful Private Companies Go Public: The reasoning behind an IPO.
• ✧ 5.6. Stocks: Market, Exchange & Index: (Understanding The Difference).

Chapter 6 – The Different Investment Categories

This chapter provides a deep dive into the different types of investments available, from stocks and bonds to index funds and ETFs. You’ll learn how to avoid excessive fees and choose the right funds for your financial goals.

• ✧ 6.1. The Different Stock Types: & (Success Rates %) Of Professional Management.
• ✧ 6.2. The Historical Returns (100 Years) Of STOCKS Vs BONDS: A data-driven comparison.
• ✧ 6.3. Stock Market Industries/Sectors: & Understanding Market CAP Sizes & Differences.
• ✧ 6.4. The Different Types Of Fund Investments: (ETF, Index & Mutual Funds).
• ✧ 6.5. How To AVOID The Excessive Fees Of Fund Management: & Understanding The MorningStar Style Box.
• ✧ 6.6. Why I prefer INDEX Funds Over Mutual Funds: A strategic look at fund selection.
• ✧ 6.7. How To Find Suitable Funds: & Top Tips To Grow Your WEALTH.
• ✧ 6.8. How To Compare Funds For Maximum Performance: (Using A Fund Screener).
• ✧ 6.9. Understanding Emerging Markets: (& Growth Vs Decline).
• ✧ 6.10. Understanding Growth Vs Value Stocks: A strategic guide to stock selection.

Chapter 7 – Stock Market Terminology: The Language of Investing

This chapter provides a comprehensive guide to the essential terminology of the stock market. You’ll learn to speak the language of finance and avoid costly mistakes that come from a lack of understanding.

• ✧ 7.1. Why Understanding Terminology Helps You Avoid Costly Mistakes: A deep dive into the importance of financial literacy.
• ✧ 7.2-7.8. Terminology – EASY & MEDIUM: A step-by-step guide to the most important terms.
• ✧ 7.9-7.10. Terminology – ADVANCED: A deep dive into the more complex terms of finance.

Chapter 8 – RISK! Understanding & Mitigating Risk

This chapter is all about the most important aspect of investing: risk management. You’ll learn to understand systemic and unsystemic risk and use advanced metrics to calculate and mitigate risk, protecting your portfolio from downturns and unforeseen events.

• ✧ 8.1. Understanding Systemic & Unsystemic RISK: The two types of risk that every investor must know.
• ✧ 8.2. Calculating Alpha & Beta Risk Ratio’s: The key metrics for risk analysis.
• ✧ 8.3. Calculating R-Squared, Sharpe Ratio & Standard Deviation: (& Mutual Funds Comparison).
• ✧ 8.4. Using The Fund Comparison Tool On MacroWatch: A practical guide to a powerful tool.
• ✧ 8.5-8.6. A Complete Index Fund Overview: (Explainer Of What Each Section Means).
• ✧ 8.7. My Overall Thoughts On RISK & How To Mitigate It: Expert guidance on risk management.

Chapter 9 – How To Read a Balance Sheet, Cashflow Statement & Income Statement

This chapter teaches you the essential skill of financial statement analysis. You’ll learn how to read a balance sheet, income statement, and cash flow statement, and where to find all this information easily for a complete and comprehensive analysis of any company.

• ✧ 9.1-9.2. Understanding How To Read A Balance Sheet: (Part 1 & 2).
• ✧ 9.3. Understanding How To Read The Income Statement: The key to a company’s profitability.
• ✧ 9.4. Understanding How To Read The Cashflow Statement: & Where To Find All This Information Easily!.
• ✧ 9.5. Where To Find Detailed Information: On Any Stock Or Company For Your Analysis.

Chapter 10 – How To Use A Stocks Screener

This chapter provides a complete guide to using stock screeners, a powerful tool for finding undervalued stocks and identifying growth opportunities. You’ll learn to use various screeners and filters to find the best stocks for your portfolio.

• ✧ 10.1. An Introduction To The Screeners: We Will Use For Analysis.
• ✧ 10.2. Using The Yahoo Finance Screener: With ‘Built In’ Searches (Undervalued Large Cap).
• ✧ 10.3. Yahoo Finance Screener: Agressive Small Caps/Growth Tech Stocks & Adding Filters.
• ✧ 10.4. Investing.com Stock Screener Tutorial: (Covers Global Markets!).
• ✧ 10.5. Finviz Stock Screener Tutorial: (Extremely Detailed Screener!).
• ✧ 10.6-10.7. Understanding What Each Ratio Means: Using The Finviz Screener.
• ✧ 10.8. My Top Tips For Screening Stocks EASILY!: Insider tips for finding winning stocks.

Chapter 11 – Analysing Individual Stocks & Companies

This chapter is a deep dive into individual stock analysis. You’ll learn how to analyze a company like a seasoned professional, using both fundamental and technical analysis to find undervalued stocks and predict future growth.

• ✧ 11.1. An Introduction To Stock/Company Analysis: The foundational principles.
• ✧ 11.2. My Thoughts Continued & Fundamental Vs Technical Analysis: A strategic overview.
• ✧ 11.3. (Quantitative Vs Qualitative), (Growth Vs Value) & The 5 KEY METRICS For Analysis: A deep dive into key investment metrics.
• ✧ 11.4. Using the PE Ratio For Analysis: & Finding Undervalued Stocks.
• ✧ 11.5. The PE Ratio For The S&P In 2 Charts & PE Ratios By Sectors: A data-driven look at the market.
• ✧ 11.6. Why The PEG Ratio Is CRUCIAL: For Finding Future Value & The Importance Of The Debt Equity Ratio.
• ✧ 11.7. Important S&P Ratio Charts: (Fear & Greed), Price To Book & Sales, Earnings & Yields.
• ✧ 11.8. The Most ADVANCED (& Done For You) FREE Analysis Software I’ve Ever Seen!: A guide to free, powerful analysis tools.
• ✧ 11.9. The Power Of The GF Screener & MSN Money: For Graph Based Earnings Analysis.
• ✧ 11.10. The Important Metrics I Use To Compare One Company Against Another: A practical guide to competitive analysis.
• ✧ 11.11-11.13. Analysis Examples: Between Chevron & Exxon Mobil, and NVIDIA & ON Semiconductor.
• ✧ 11.14. The 5 Ways A Company Can Add VALUE (Profit): & My Tips On Analysis Based On Where We Are In The Economic Cycle.
• ✧ 11.15. Further Guidance On Recession Investing: (My 3 Top Tips) & ‘Big Boring’ Companies & Consumables.

Chapter 12 – The Warren Buffett VALUE Investing System

This chapter is a masterclass in value investing, a timeless strategy for building wealth. You’ll learn Warren Buffett’s personal rules and principles for finding and valuing companies, and how to calculate a company’s intrinsic value for a clear investment decision.

• ✧ 12.1. An Introduction To Value Investing: & Intrinsic Value.
• ✧ 12.2. My Personal Notes On Value Investing: Insider insights from Neil McCoy-Ward.
• ✧ 12.3-12.4. Some Of My Favourite Lessons From Warren Buffett: (Part 1 & 2).
• ✧ 12.5. A Study Of Berkshire Hathaway Historical Holdings: (With Patterns Identified).
• ✧ 12.6. Warren Buffett’s 6 Value Investing RULES!: A clear, actionable guide to value investing.
• ✧ 12.7. Warren Buffett’s 4 Value Investing PRINCIPLES: & Calculating Intrinsic Value.

Chapter 13 – Dividend Investing: Generate Passive Income

This chapter provides a complete guide to dividend investing, a powerful strategy for generating passive income. You’ll learn how to find high-yielding dividend stocks, avoid common mistakes, and use advanced screening techniques to build a portfolio that pays you consistently.

• ✧ 13.1. An Guidance On Dividend Investing: The foundational principles.
• ✧ 13.2. My Guidance On Dividend Investing & MISTAKES To Avoid: (Part 2).
• ✧ 13.3. Tax Liabilities, Dividend Yields, RED Flags, Dogs Of The Dow & Dividend Aristocrats: The key metrics and concepts.
• ✧ 13.4. Understanding Stock Types: (For Dividend Investing).
• ✧ 13.5. How To Easily Find HIGH Yielding Dividend Stocks: (EASILY!).
• ✧ 13.6. These Are My Advanced Screening Techniques: Insider tips for finding winning stocks.
• ✧ 13.7. How To Find An Excellent Value Stock Paying Out A Great Dividend: (With Example).
• ✧ 13.8. How To Filter For Excellent Dividend Stocks: & Use Other Platforms For Greater Analysis.

Chapter 14 – When & How To EASILY Buy/Sell Stocks Yourself Without A Broker

This final chapter teaches you the practical skills of buying and selling stocks yourself. You’ll learn how to use various platforms, avoid the deceptive mindset of a broker, and secure your money with free insurance coverage, all while building a compounding growth machine with a business account.

• ✧ 14.1. Buying/Selling Stocks, Why I Don’t Use Stop Losses!: & The Irrationality Of The Markets!.
• ✧ 14.2. Avoiding The Deceptive Mindset Of The Broker & RED Flags In Companies: A guide to avoiding scams.
• ✧ 14.3. The BIGGEST Investing Platforms On The Planet: A guide to the top platforms.
• ✧ 14.4. Robo Advisors: (Wealth Front – USA).
• ✧ 14.5. CRUCIAL! How To Get Up To $1,000,000 of SIPC & FDIC Insurance Coverage For FREE!: The secret to protecting your money.
• ✧ 14.6-14.8. Robo Advisors (Betterment – USA, Free Trade – UK, Invest Engine – UK): & Compounding Growth Using A Business Account.
• ✧ 14.9. Degiro (Advanced European Platform) & How To BUY & SELL A Stock!: A step-by-step guide to trading.
• ✧ 14.10. Conclusion: Final thoughts and a clear roadmap for your financial future.