Expert Live Coaching

Receive personalized guidance from seasoned professionals to enhance your investment knowledge and skills.

Custom Content

Access tailored resources and materials designed to streamline your decision-making process and boost your confidence in stock selection.

Peer Discussion

Engage with like-minded individuals in meaningful conversations to gain diverse perspectives and insights for informed investment choices.

Empower Your Stock Market Journey

Are you tired of feeling overwhelmed and uncertain about your investment decisions? Our course equips you with expert coaching, custom content, and a supportive community to guide you towards making confident, well-informed choices in the stock market. Say goodbye to indecision and impulsivity, and hello to a structured approach that aligns with your investment goals. Take the first step towards financial empowerment today.

Meet Your Investment Guides

Hi there! We are the team behind your stock market success. With years of experience and a passion for empowering individuals like you, we are dedicated to helping you navigate the complexities of the stock market with ease. Join us on this exciting journey to financial growth and independence.

Course Curriculum

8 Chapters · 76 Lessons

  1. 1

    Module 1: Introduction - Personalized Investment Process

    1. Module 1 Outline Free preview
    2. Welcome to Valu-U - The Investor Coaching Community Free preview
    3. Valu-U – Participant Expectations Free preview
    4. Chuck on Investor Perspective - Fundamentals of an Investing Process Free preview
    5. Nathan on Investor Perspective - Fundamentals First - Customize Process to Match Goals and Skills Free preview
    6. (Included in full purchase)

      Valu-U – Core Principles

    7. (Included in full purchase)

      Self-reflection exercise - Nathan Example

    8. (Included in full purchase)

      Self-reflection exercise

    9. (Included in full purchase)

      Remaining Module Outline

    10. (Included in full purchase)

      Submit questions for the second live session

    11. (Included in full purchase)

      Live Coaching Session

    12. (Included in full purchase)

      Goals exercise

    13. (Included in full purchase)

      Module 2 Coming Soon!

  2. 2

    Module 2: Your Portfolio Strategy

    1. (Included in full purchase)

      Module 2 Outline

    2. (Included in full purchase)

      Feedback for Valu-U

    3. (Included in full purchase)

      Intro Video – “From Reflection to Construction”

    4. (Included in full purchase)

      Chuck on portfolio creation and management

    5. (Included in full purchase)

      Self-Assessment Task – “How Well Does My Portfolio Fit Me?”

    6. (Included in full purchase)

      Module 2 Live Session 1

    7. (Included in full purchase)

      Portfolio Rework: Round 2

    8. (Included in full purchase)

      Module 2 Live Session 2

    9. (Included in full purchase)

      Module 3 Suggestions

    10. (Included in full purchase)

      Module 3 Coming Soon!

  3. 3

    Module 3: Knowing When to Buy and Sell: Valuation, Discipline, and Process

    1. (Included in full purchase)

      Module 3 Outline

    2. (Included in full purchase)

      Nathan on Valuation

    3. (Included in full purchase)

      Chuck on Valuation Principles

    4. (Included in full purchase)

      Post to Discussion Board

    5. (Included in full purchase)

      Module 3 Live Session 1

    6. (Included in full purchase)

      Post to the discussion board

    7. (Included in full purchase)

      Module 3 Live Session 2

    8. (Included in full purchase)

      Post to the discussion board

    9. (Included in full purchase)

      Module 3 Summary

    10. (Included in full purchase)

      Module 4 Coming Soon!

  4. 4

    Module 4: Finding your next great investment

    1. (Included in full purchase)

      Module 4 Outline

    2. (Included in full purchase)

      Nathan on Screening Strategy

    3. (Included in full purchase)

      Chuck on Practical Screening Examples

    4. (Included in full purchase)

      Colton Demo on Screening in FastGraphs

    5. (Included in full purchase)

      Screening Challenge

    6. (Included in full purchase)

      Live Coaching Session

    7. (Included in full purchase)

      Post to the discussion board

    8. (Included in full purchase)

      Live Coaching Session

    9. (Included in full purchase)

      Personal Reflection

    10. (Included in full purchase)

      Module 5 Coming Soon

  5. 5

    Module 5: Common Behavioral Traps and How to Avoid Them

    1. (Included in full purchase)

      Module 5 Outline

    2. (Included in full purchase)

      Nathan Video on Common Behavioral Traps and How to Avoid Them

    3. (Included in full purchase)

      Chuck on Real Examples and How To Manage

    4. (Included in full purchase)

      Post to the discussion board

    5. (Included in full purchase)

      Live Coaching Session

    6. (Included in full purchase)

      Post to the discussion board

    7. (Included in full purchase)

      Live Coaching Session

    8. (Included in full purchase)

      Module 6 Coming Soon

  6. 6

    Module 6: Risk Management

    1. (Included in full purchase)

      Module 6 Outline

    2. (Included in full purchase)

      Nathan on Risk Management and Your Portfolio

    3. (Included in full purchase)

      Chuck on Risk Management

    4. (Included in full purchase)

      Post to the discussion board

    5. (Included in full purchase)

      Live Coaching Session

    6. (Included in full purchase)

      Post to the discussion board

    7. (Included in full purchase)

      Live Coaching Session

    8. (Included in full purchase)

      Module 7 Coming Soon

  7. 7

    Module 7: Due Dilligence, Financial Statements, and Data

    1. (Included in full purchase)

      Module 7 Outline

    2. (Included in full purchase)

      Nathan on Risk Management through Due Diligence

    3. (Included in full purchase)

      Chuck on Due Dilligence

    4. (Included in full purchase)

      Check-in

    5. (Included in full purchase)

      Post to the discussion board

    6. (Included in full purchase)

      Live Coaching Session

    7. (Included in full purchase)

      Post to the discussion board

    8. (Included in full purchase)

      Live Coaching Session

    9. (Included in full purchase)

      Module 8 Coming Soon

  8. 8

    Module 8: Measuring and Tracking Performance

    1. (Included in full purchase)

      Module 8 Outline

    2. (Included in full purchase)

      Nathan Video on How to Measure What Matters

    3. (Included in full purchase)

      Colton on Leveraging FastGraphs to Monitor Your Portfolio

    4. (Included in full purchase)

      Post to the discussion board

    5. (Included in full purchase)

      Live Coaching Session

    6. (Included in full purchase)

      Post to the discussion board

    7. (Included in full purchase)

      Live Coaching Session

    8. (Included in full purchase)

      Thank You!

Ready to Transform Your Investment Strategy?

Take control of your financial future with expert guidance, tailored content, and a supportive community. Join us today and kickstart your journey towards confident and informed stock market decisions.

$10,000.00

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