Back to All Events

Beacon VP Basic Investment Education Series - Meeting 5

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

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.