Basic Principles of Equity Investing

Prerequisites: Should have completed EITHER (a)1st yr of MBA (b) CFA L1 (c) FLIP/Catalyst Consultin
TOPICS COVERED
1. Introduction - Concepts
Equities - Key Terms
Stocks classification - Trading
Diversification - Asset classes,Markets,Sectors,stocks
Concept of Beta and Alpha
2. Creating a Personal Portfolio
Factors affecting markets
Earnings,Business models and valuations
Trading and Investment portfolio
Primary and Secondary markets trading
Passive v/s Active Management
3. Discussion Session - Current News events
Discussion on current news events and impact on sectors and markets
Analysis of individual participants' portfolios, and the impact of current events on their
portfolio
Creating a Portfolio Spreadsheet - monitoring holdings,MTM and Capital gains
calculations
4. Discussion Session - Current News events
Key events - Monetary policy,Budget,Fed meet
Analysis of individual participants' portfolios, on the impact of these events
5. Technical Analysis - a brief
Understanding Charts,Key terms and application to participants' stock portfolios

6. Portfolio Management

Portfolio review and Balancing

7. Portfolio Management
Concept of stop loss and take profit
Basic trading strategies given different market conditions
8. Discussion Session - Current News events
Discussion on current news events and impact on sectors and markets
Analysis of individual participants' portfolios, on the impact of these events
9.Hedging via Derivatives - a brief
Risk Management
Futures and Options

10 Final Quiz and Questions

During the program,all other interactions will be on a batch Whatsapp group.
Profit and Loss on the portfolio will need to be calculated on a daily basis till the end of the program.

3 assignments as shown, will need to be submitted by the participants for evaluation - which will include the daily P
Evaluation will be via: (a) Final Quiz (b) 3 assignments; 60% weighted average score is needed to earn a successfu
s of Equity Investing

(b) CFA L1 (c) FLIP/Catalyst Consulting's Finance & Banking Fundamentals

Timeline Assignment Dates (WEEKENDS only)
2 hours Dec 25-26 10 a.m. - 12 noon

2 hours Jan 01-02 10 a.m. - 12 noon

1. Creating a personal
portfolio with INR 50 lakhs.
Need to have a clear
rationale for the sector wise
allocation of your portfolio,
basis sessions 1 & 2
2 hours Jan 08-09 10 a.m. - 12 noon

1.5 hours
Jan 15-16 10 a.m. - 12 noon

2 hours Jan 22-23 10 a.m. - 12 noon

2.Participants' Portfolio
modification and balancing,
2 hours basis news events, with Jan 29-30 10 a.m. - 12 noon
rationale for change/ no
change
2 hours Feb 05-06 10 a.m. - 12 noon

2 hours Submission of final portfolio, Feb 12-13 10 a.m. - 12 noon

with MTM and other
parameters
2 hours Feb 19-20 10 a.m. - 12 noon

1 hour Feb 26 10 a.m. - 11 a.m.

l the end of the program.

valuation - which will include the daily P&L calculation.

age score is needed to earn a successful completion certificate