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8 lessons · not started
1

How to Read a Stock Chart

Timeframes, volume, moving averages and the 52-week range — reading a chart for context instead of fortune-telling.

Practice: Stock Research ⏲ 7 min
2

The P/E Ratio, Properly

What you are really paying per dollar of profit, why quality costs more, and when a “cheap” P/E is a warning instead of a bargain.

Practice: Stock Comparison ⏲ 6 min
3

How to Read an Earnings Report

Revenue, EPS, the estimate bar and guidance — why a company can beat expectations and still drop 8% before lunch.

Practice: Stock Research ⏲ 7 min
4

DCA vs Lump Sum

What the data says, what your nerves say, and why the best investing method is the one you will not abandon in a crash.

Practice: DCA Calculator ⏲ 6 min
5

Building Your First Real Portfolio

Allocation first, tickers last: the three-job framework, core-and-satellite, and writing the plan down before you buy anything.

Practice: Portfolio Tracker ⏲ 7 min
6

Accounts & Tax Shelters

TFSA, RRSP, FHSA, Roth, 401(k): the wrapper around an investment can matter as much as the investment — here is the map.

Practice: Capital Gains Calculator ⏲ 7 min
7

Fees, MERs & the Silent Drag

The only bill you never receive: how a “small” annual percentage quietly eats a shocking share of your final wealth.

Practice: DCA Calculator ⏲ 6 min
8

Position Sizing & Managing Risk

Everyone asks what to buy; almost nobody asks how much. Sizing is the decision that actually determines whether mistakes are survivable.

Practice: Portfolio Tracker ⏲ 7 min

Finished all eight?

Course 3 — Advanced goes from owning a portfolio to picking individual companies with a written thesis: valuation, value traps, macro, screening with Quorum, and tax-aware rebalancing. All eight lessons are live.

Start the Advanced course → Join the newsletter

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