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Signature Series: Prime Your Portfolio - Online

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Learn the skill of value investing and portfolio building in this information-packed 3-day program! Discover the fundamentals of a company and how to read and interpret financial statements. Learn how to determine a company’s true “intrinsic” value and qualitatively assess management.

The value investor believes that behind every stock there is a company that sells goods and services, and that the price of a stock is closely related to the profitability and performance of the business. They believe the key to smart investing is finding financially strong businesses and buying them at bargain prices.

Find out how to build a portfolio designed for long-term growth, how to carefully use leverage, and how to use back-testing allocations to determine the characteristics of low-risk compositions.

Prerequisites: Core Strategy Program (Core Strategy Class with XLT) or Strategic Investor Program (Strategic Investor Part 1 and 2 with XLT)

*Note: This is a one-time class offering, no retakes. Includes weekly 1hr companion sessions.


This course will teach how to analyze the fundamentals of a company by learning how to read and interpret its financial statements, how to determine its true “intrinsic” value and how to qualitatively assess its management.

The course builds on value investing and covers portfolio building designed for long term growth, back-testing asset allocations and determining the characteristics of low-risk compositions, and how to carefully use leverage.

Course Outline


  • Introduction to Value Investing
    • Why bother investing?
    • Why investing in Stocks?
    • Stocks are Businesses
    • Value Investing Principles
  • Why many people lose money in the Stock market?
    • Emotions
    • Short term orientation
    • Investing without skill/research
    • Relying on rumors and opinions rather than facts
    • High turnover
  • Defining Investment Goals
    • Why do you want to invest?
    • Managing expectations of returns
    • Minimizing losses
    • More focus on consistency, less on returns
    • Timeline of investment goals
  • Price versus Value
    • Three types of value (Relative/Absolute/Perceived)
    • Relation between price and value (short and long term)
  • Are the markets efficient?
    • Efficient Markets Hypothesis
    • Investors Irrationality
    • Investors Cognitive Biases
      • Certainty bias
      • Availability bias
      • Confirmation bias
    • Protection against biases
    • Value investors mindset
  • Introduction to Intrinsic Value
    • What is the Intrinsic Value of a Company?
    • Dealing with uncertainty about Intrinsic Value
    • Consideration related to Intrinsic Value
    • Book Value vs Intrinsic Value
    • Present Value of Futures Earnings
    • Discount Rate
    • Hard to Value Businesses
  • Risk in Value Investing
    • Inverse correlation between Risk and Reward
    • Relation between Risk and Price
    • Relation between Risk and Volatility
    • Relation between Risk and Uncertainty
    • What is Risk?
  • Minimizing Risk in Value Investing
    • Quality Companies only
    • Diversification
    • Margin of Safety
  • Financial Statements
    • What are Financial Statements
    • Balance Sheet
    • Income Statement
    • Cash Flow Statement
    • GAAP


  • Useful Financial Ratios
    • Earnings per Share (EPS)
    • Price to Earnings ratio (P/E)
    • Net Margin
    • Return on Equity (ROE)
    • Book Value per Share
    • Debt to Equity ratio
    • Current Ratio
  • Detecting Earnings Manipulation
    • Ways earnings can be manipulated
    • Ways to identify earnings manipulation
      • Altman Z-score
      • Beneish M-score
  • Valuation Models
    • Discounted Cash Flow
  • Scanning for High Quality Stocks
    • Using the Equity Screener in Yahoo Finance
  • Analyzing High Quality Stocks
    • Quantitative analysis of different valuation ratios (
    • Qualitative analysis        
      • Sustainable competitive edge
      • Risk factors
      • Quality of Management
  • When to Buy
  • When to Sell
    • Reasons to sell companies
    • Combining Value Investing with Supply and Demand zones


  • Case Studies (going through the financial data of different companies to assess their quality)
  • Portfolio Building
    • Reasons for creating a portfolio
    • Assets that can be included in a Portfolio
    • Back-testing a Portfolio
    • Initial Portfolio
    • Evolution of a Portfolio
  • End of course


Bachir Chaaya

Bachir Chaaya

Specialty: Core Strategy

After completing college, Bachir Chaaya went on to join a leading Oil and Gas services company where he had his first exposure to the trading of Crude Oil and Natural Gas futures contracts. His first contact with Online Trading Academy was in 2008, where he immediately realized the value of the material offered and became a Mastermind Community member soon after.  Bachir is a very disciplined and rule-based trader. As an instructor, he places great emphasis on psychology, risk management, and having a specific trade plan. He uses a lot of real-life examples to help simplify and better deliver the concepts of supply and demand and uses live demo trades in class to emphasize the validity of these concepts.