Book Chapters or Youtube Sessions

1. Introduction to Stocks
• What is money?
• Where is money?
• What are different ways to make money?
• What are different investment vehicle? Stocks, Bonds, Real Estate, Personal Business, 
• Why Stocks are preferred over real estate
• What is Index Funds? What is S&P 500? What is Nasdaq 100? What is DOW Jones Indicator? What is small cap? 
• What are different sectors 
• What is growth stocks? Value Stocks? Dividend Stocks?
• Difference between Invest and Trade
• Where to invest? Brokerage Information.
2. Fundamental Analysis
• What is Business?
• What is Market Cap?
• What is Revenue?
• What is Income?
• What is operating expenses?
• What is EPS?
• What is PE Ratio?
• What is stock buy back?
• What to look for in the Earnings Report?
• What is short float?
• What is Debt to Equity Ratio?
3. Technical Analysis
• What is Candle Stick?
• What is stock chart?
• What are different time frames? Quarterly, Monthly, Weekly, Daily, Hourly, 15 Minute, 1 Minute. 
• What is moving average? Simple vs Exponential
• What is support? What is resistance?
• What is Volume Analysis?
• What is RSI?
• What is Fibonacci Retracement
• Chart Patterns (Head & Shoulders, Cup & Handle, Double Top/Bottom)
• 5, 9, 21, 50, 200 Day/Week/Monthly Moving Averages
• Volatility 
4. How to build an Investment Portfolio. 
• Asset Allocation
• Diversification
• Dollar Cost Average
• Buy n Hold for long term. 
• Only Sell when the stock story has changed and for years to come. 
• Buy stock as an trade and if it is good, keep it for long term. 
5. How to Trade in the Market.
• Day Trader
• Swing Trader
• Position Trader
• Scalper
• Margin Trading
• Stop Loss
• Fear & Greed
6. Market Information
• Geo-Political News
• Government Policies
• Fed Policies
• Economy Report such as Job Report, CPI (Inflation Report), 
• Bond Yields
• Commodity/Dollar related impact
• Market Sentiment
7. Stock Options
• What are options?
• Calls, Puts.
• Longer Dated Expiry (Leaps)
• Monthly Options/Opex Date
• Weekly Options
• Daily Expiry Options
• Option Chain and Open Interest
• Covered Calls and Cash secured Puts
8. Others
• Stock Chart Patterns
• Money Management/Diversification
• Position Sizing
• Compounding Mindset

• 5. Tools and Resources (Finviz, TradingView, Cheddar Flow)

5 Year Performance of Stocks

 5 YEAR PERFORMANCE: 

1. PLTR: +1145%
2. CVNA: +250%
3. NFLX: +176%
4. NVDA: +1526%
5. CRWD: +544%
6. UBER: 205%
7. SE: 162%
8. MELI: 281%
9. QQQ: 131%
10. SPY: 102%
11. INDA: 105%
12. COST: 233%
13. ERJ: 720%
14. SPOT: 347%
15. MSTR: 3140%
16. CMG: 199%
17. META: 198%
18. APP: 339%
19. NET: 447%
20. SMCI: 1413%
21. GRMN: 142%
22. AXP: 221%
23. CROX: 353%
24. MAR: 205%
25. ANET: 611%
26. COF: 217%
27. EXPE: 148%
28. TSLA: 516%
29. HIMS: 311%
30. PANW: 481%
31. DECK: 400%
32. SPG: 166%
33. CELH: 2042%
34. CYBR: 273%
35. GOOGL: 150%
36. AAPL: 183%
37. MSFT: 149%

Following companies are “NOT” outperforming “YET” to the market (SPY, VOO)…in last 5 years…

1. TOST: -10%
2. FXI: -6%
3. DKNG: 68%
4. IWM: 62%
5. OKTA: -23%
6. SHOP: 59%
7. AMZN: 68%
8. BABA: -35%
9. RBLX: 14%
10. DASH: 12%
11. ABNB: 84%
12. AFRM: 7%
13. NU: 10%
14. Z: 65%
15. HOOD: 27%
16. SOFI: 15%
17. QYLD: -17%
18. TTWO: 76%
19. ONON: 38%
20. RYLD: -19%
21. BAC: 81%
22. COIN: -17%
23. C: 57%
24. CHWY: -13%
25. MOH: 85%
26. MNDY: 61%
27. SBUX: 16%
28. ROOT: -70%
29. ASAN: -39%
30. PYPL: -44%
31. FND: 85%

List is arranged to the % Allocation in my long term portfolio. 

Stock Options Portfolio Rules

I know, I keep saying to people about investing and starting with 5$, but people are people, they want to get rich quickly and not slowly. 90% of those people who want to hit sixes or home runs fails, but They will not listen to anyone....so if you are one of those, who thinks they are going to rock the market with "Options" ...if possible, please try to follow below 12 rules....It has helped me in the past, and it might help you too.

12 Rules of Managing an Stock Options Portfolio: (Assuming, it is 100,000$)

1. Keep 20% Cash: 20,000$. Dont touch it unless market has went down or up more than 1000 DOW points in a week and it has clear direction up or down. If touched, sell it within a day or two to keep 20% cash in hand all the time.
2. Keep minimum of 10% in PUTS. If market is trending down, keep 20% in puts.
3. Rest 60 to 70% in calls.
4. Keep 10% in long term calls with expiration date 6 months away or 2 Quarters away. If you are in July - Jan next year exp.
5. Keep 10% in calls with exp date for 3 months or 1 Quarter away. If you are in July than exp date of Oct or Nov.
6. Keep 10% in calls with exp date more than 6-8 weeks away. If you are in mid july than exp date of September.
7. Keep 10% in calls with exp date of next month or 4 weeks away.
8. Rest 20% to 30% in current month or 2 weeks away. Try not to keep more than 3% that expires in current week.
9. Sell before Wednesday 2.00 P.M. of exp date.
10. Do not buy weekly after Tuesday.
11. Do not put more than 5% in a single ticker.

Do not put more than 10% in a single sector.