RISK AWARE INVESTMENT GUIDE FOR EVERYONE

  The previous Section addressed the scientific aspect of financial fundamentals in a quantitative way that is easy to follow. This aspect of finance is a solid place to start and should not be ignored. In addition, you can read books, articles, blogs or take an in-depth investment course that deals with advanced financial ideas beyond the scope of this guide (see Resources). Once you know what works in the market, let’s come up with a simple portfolio plan implemented as a roadmap and checklist that work for you. Warren Buffett once said that “An idiot with a plan can beat a genius without a plan”, and so the ultimate goal of this guide is to outline a sequence of key steps to get ready to invest by developing a financially attractive and risk aware investment plan. This leads to the following 1-week sequence of steps: Day 1: Preparation Phase ( Workspace Setup) This is about selecting the appropriate investment platform and exploring investor online databases, stock APIs and rela...

  Many investors today realize the power of Business Intelligence (BI) analytics. According to the most recent BARC survey, such as Data, BI & Analytics Trends Monitor (09/2021), BI analytics was highlighted by 60% of respondents and has also been among the top trends over the recent years; 47% of respondents confirmed that the establishment of a data-driven culture is having a significant impact on their investments. The present guide is aimed to design data-rich BI applications that convert market data and financial KPI’s from myriad financial sources (annual report, balance sheet, income or cash flow statement, etc.) into meaningful information for investment decision-making. Specifically, the focus is on open-source BI investment solutions as a low-cost alternative to major BI vendors such IBM, Oracle [14], and MS Power BI. These solutions compare baseline metrics against current ones (to target difference in both relative and absolute terms), identify credible trends and e...

  At the most basic level, investing/trading is about buying and selling assets for long-term/short-term gains [1,3]. It is all about buying X value of assets worth of intrinsic (fair market) value Y such that Y/X<<1. When you buy high-value companies for half of their value, you can experience quite generous returns. While investments can be profitable, they are also associated with risks. Risk  is central to investing because without the more risk you run, the greater your chances will be of losing your investment. On the other hand, a good rule of thumb is that greater returns come with greater volatility.  Therefore, it is important to use stock market risk management strategies that minimize the risk and maximize the gain [1-3]. This guide will support and advise you in order to enable quantitative and bias-free comparison of the risk profiles of various banks and investment companies. As an individual investor without prior knowledge of stocks and finance...

 

  Hi there and welcome to your passive income journey! Your path to financial success starts now! I am your 24/7 Virtual Assistant (VA), an experienced digital consultant, educator and developer . I am a member of an emerging international consortium (HiSciDat) dedicated to fostering the use of t ech education for positive social impact without borders. I am working remotely with a few tech companies on a variety of business, technical and educational topics. I am very passionate about learning and teaching online. This is a 7-day risk aware investing/trading tour for all  levels of newbies to benefit from. The goal is to answer the million-dollar question: How do I get started within 1 week (!) without prior knowledge, what to invest in – and how much? Based on an extensive stock data analysis of the largest Fortune 500 companies as well as start-ups, this guide will show you how to maximize your returns while dealing with the risk of losses. In fact, even though some compani...