CLASSES

VALUE INVESTING PROGRAM

STOCK PICKING MASTERY

PORTFOLIO MASTERY

CAGR MASTERY

ADVANCED LABS

VALUE INVESTOR'S CLUB

VIP PREVIEW

#DateTitleLanguageCampusRegister
14 November 2017THE SECRETS OF VALUE INVESTINGENGLISHPJREGISTER
211 November 2017THE SECRETS OF VALUE INVESTINGENGLISHPJREGISTER

VALUE INVESTING PROGRAM

'Price Is What You Pay & Value Is What You Get'

This statement from Warren Buffett is one of the core lessons imparted in our acclaimed VALUE INVESTING PROGRAM. This 3-day hands-on workshop, which is designed for seasoned investors as well as participants with zero financial background, simplifies the concepts of value investing encompassing the timeless teachings of Benjamin Graham who is widely regarded as the Father of Value Investing and mentor to Warren Buffett. Participants will learn to distinguish between investing and speculation, as well as to appreciate the virtues of solid business models and operations behind value stocks. Two major skills which are key to ensuring successful investing shall be imparted throughout the course, namely: "What" Stocks to Buy or Sell? and "When" to Buy or Sell Stocks? We not only provide the indispensable software tools essential to value investing, but participants will learn to detect red flags in a company's financials to minimize the chances of investment pitfalls in their investing journey.

  • An Introduction to Value Investing
  • Foundation to Value Investing
  • The Language of Business
  • Financial Statement Analysis
  • Application of Benjamin Graham Principles
  • Timing Factors
  • Archives & Time Series
  • Market Manipulation Risk
#DateLanguageCampusRegister
127 - 29 October 2017ENGLISHPJREGISTER
203 - 05 November 2017华语PGREGISTER
317 - 19 November 2017ENGLISHPJREGISTER
408 - 10 December 2017ENGLISHPJREGISTER

STOCK PICKING MASTERY

STOCK PICKING MASTERY is an essential follow through from VIP, which solidifies the concepts and mind-set of value investing for the VIP graduates. STOCK PICKING MASTERY is a 3-day course that begins with the basics of economy and money supply theories prior to recapping Benjamin Graham Principles and taking it beyond the Investment Grade category in order to meet participants' required Compounding Annual Growth Rate (CAGR) targets. Packed with insightful case studies, participants will reinforce their stock picking skills focusing on capital and timing risks, as well as incorporate this skill when constructing value-based portfolios. Furthermore, participants will learn a variety timing risk concepts including a proprietary trading technique on exploiting market volatility to their advantage. Finally, all participants are required to go through a market simulation test series modelled after real stocks and events to enhance their competency level and build their confidence when tackling the vicissitudes of the stock market.

  • History of Money & Money Supply
  • Setting Investment Targets
  • Portfolio Setup Techniques
  • Benjamin Graham Principles Capital at Risk
  • Benjamin Graham Principles Timing Risk
  • Stock Picking Techniques
  • Investor Psychology
  • Earnings Yield Oscillator Timer
  • Market Simulation
#DateLanguageCampusRegister
115 - 17 December 2017ENGLISHPJREGISTER

PORTFOLIO MASTERY

Renowned portfolio manager and author Robert G. Hagstrom attested that "achieving above-average returns is not only a matter of which stocks you pick but also how you structure your portfolio". Stock picking alone is insufficient to assure consistent returns from equities over the long term - a system is required for this feat. EquitiesTracker's PORTFOLIO MASTERY is a 2-day workshop delivering portfolio management studies and analytical tools for the enterprising investors to fortify their value-based investing strategies. Participants will go through both theory and practical exercises to hone their skillsets in managing portfolios for a consistent return on their investments over the long term. This course is designed for both individual retail investors and portfolio managers.

  • Portfolio Theory
  • Mechanics of a Portfolio
  • Portfolio Capital at Risk
  • Dividend Dates Calendar
  • Portfolio Terminology and Analytics
  • Portfolio Accounting
  • Deciphering Your Portfolio
  • Capital Changes
#DateLanguageCampusRegister

CAGR MASTERY

CAGR Master is by far the most popular learning series in the EquitiesTracker education curriculum. Developed in-house by our team of experienced trainers and investors, participants will be tested not only on their stock picking and more importantly portfolio management skills. A list of 8 stocks complete with financial figures and fundamental data will be provided, and participants are tasked to double their capital by the end of the simulation. Plenty of traps and false signals akin to those setup by real market manipulators are built into the simulation to expose the participants to the vulnerabilities induced by temptations from market noise and rumormongers. A detailed review session will be dedicated after each challenge to assess participants' actions and mistakes to avoid committing similar pitfalls in the real market.

CAGR MASTER 1 comes with a Beginner difficulty level followed by CAGR MASTER 2 which is a much more formidable feat. Word of caution - we take no responsibility in the emotional pressure and distress you may be subjected to bear. We do however, promise a rewarding and self-reflective outcome from both challenges.

  • Darien Low
  • Eddie Tan Song Kwan
  • Yeoh Kean Beng & Son
  • Khong Seng Kin
  • Eunice Lim
#TitleDateCampusRegister
1CAGR MASTERY I11 - 12 November 2017PJREGISTER
2CAGR MASTERY II16 - 17 December 2017PJREGISTER

ADVANCED LABS

Each graduate develops his/her intellect at different paces. Advanced Lab Sessions is designed to give ample time and opportunities for our graduates to return to the classroom to reinforce their understanding while embarking on their investing journey. Stretched over 12 evening hands-on workshops, important topics from the value investing and portfolio management series will be revisited, and each labs are enriched with timely case studies as well as up-to-date market developments. We will provide the necessary guidance and assistance to participants in this one year program.

  • Stock Picking with Peter Lynch Methods
  • Finding Laggards in a Rising Market
  • Franchise Quality & SWC Revisited
  • Language of Business I, II & III
  • Due Diligence Revisited
  • Reducing Timing Risk with EY Oscillator
  • Portfolio Allocation & Building Buy Ladders
  • Portfolio Timing Indicators
  • The Art & Science of Selling
  • Investor Psycholog

#TitleDateLanguageCampusRegister
1Portfolio Allocation & Building Buy Ladders07 November 2017 (Tuesday)ENGLISHPJREGISTER
2Portfolio Allocation & Building Buy Ladders (REPEAT)08 November 2017 (Wednesday)ENGLISHPJREGISTER
3投资者心理学 (Investor Psychology)08 November 2017 (Wednesday)华语PGREGISTER
4The Art & Science of Selling05 December 2017 (Tuesday)ENGLISHPJREGISTER
5The Art & Science of Selling (REPEAT)06 December 2017 (Wednesday)ENGLISHPJREGISTER
6投资组合时机指标 (Portfolio Timing Indicators)06 December 2017 (Wednesday)华语PGREGISTER

ALUMNI / CLUB

Graduates from our education program are invited to join as an alumni member in our Value Investors' Club, the largest value investing community in the country. It is the perfect platform to exchange investing and business ideas as well as debate on valued-based strategies among like-minded members who come from diverse business backgrounds. Members will have the opportunities to rub shoulders up close and personal with the CEOs and senior members of selected PLCs, as well as pick the brains of invited industry insiders and expert. Furthermore, alumni members will have exclusive online access to all the research materials, trainers' portfolios, list of stocks tracked by or under close observation by the Club and many more resources geared to complement the members' investing experience.

  • PLC Review - VITROX
  • PLC Review - PADINI
  • Meet the CEO - CSCENIC
  • Million Dollar Portfolio
  • Meet the CFO TOPGLOV
  • Meet the CEO - VITROX
  • Meet the CEO - TGUAN
  • Meet the Experts O&G Industry (I & II)
  • Annual Value Investors Day 2014 - AIRASIA
  • Meet the Founder Solar Power
  • PLC Review Energy Storage Players
  • Meet the Venture Capitalist
  • Meet the Experts Telco Industry
  • Meet the CEO JOBST
  • Meet the CFO GAB
  • . And many more!
#TitleDateLanguageCampusRegister
1If You Cant Beat them, Join them.25 October 2017 (Wednesday)ENGLISHPJREGISTER
2Club Meeting25 October 2017 (Wednesday)华语PGREGISTER
3Club Meeting15 November 2017 (Wednesday)华语PGREGISTER
4CLUB Meeting23 November 2017 (Thursday)ENGLISHPJREGISTER
5CLUB Meeting20 December 2017 (Wednesday)ENGLISHPJREGISTER
6Club Meeting20 December 2017 (Wednesday)华语PGREGISTER