Jun
30
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 9

Agenda: Trading plan modifications.

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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Jun
23
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 8

Agenda: Share your team actual paper trading results. 

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

 

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Jun
16
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 7

Agenda: Trading Psychology. 

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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Jun
9
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 6

Agenda: Portfolio creating and risk management.

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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Jun
2
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 5

  • 1 Broadway - 5th Floor Room Havana Cambridge MA 02142 USA (map)
  • Google Calendar ICS

Agenda: Present your trading plan. 

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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May
19
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 4

Agenda: Creating a trading plan with your team.

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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May
12
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 3

Agenda : Company analysis (bottom-up approach) .

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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Apr
28
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 2

Agenda : Economic cycle and sector rotation (top down approach).

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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Apr
14
4:00 PM16:00

Beacon VP Basic Investment Education Series - Meeting 1

Agenda : Idea generation 

The Investment Education Series is a 3-month long course, consisting of three parts:

Part 1: An Introduction to Investing and Investment Approaches. Topics will include Value Investing, Growth Investing, Company Analysis, and Sector Rotation.

Part 2: Basic Concepts for Creating a Trading Plan and Portfolio. Your team will create a trading plan for a portfolio and ways to test your trading plan. 

Part 3: Managing, Presenting and Fine-tuning Your Trading Plan. Your team will present actual trading results and ways to improve upon your plan.

This is a team-oriented and learn-by-doing course. You will be assigned to a team on Meeting 1. You will construct, manage and present a trading plan and portfolio with your team. While no investment or business experience is needed, you must be willing and able to commit to your team for the duration of the series.

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