What are 10 Steps in Investment Process?

Do you want to know precise steps to becoming an excellent investor? In this 8th episode of TechnoFunda Investing Podcast, I get into the 10 steps of investment process you need to know.

Listen to other episodes >> LISTEN HERE

Let’s Dive IN…here is what you will learn in this PODCAST episode.

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

• What is the best website for stock analysis? – Chemical Sector Analysis

5. Technical Analysis / Price Volume 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

• How do you allocate capital? – Read My Detailed Article
• What is capital of business?

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

• What is the best investment tool? – Tradingview Tutorial
• What books should one read? – List of My Favourite Books

YouTube Channel >> ACCESS HERE

Listen to other episodes >> LISTEN HERE

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Disclaimer: All the discussions and examples are for knowledge sharing purpose. Please consult your financial advisor for any queries or before taking any financial decision.