Club Newsletter
TRAINING & EDUCATION COVERED IN 2021Partners, unlike other investment clubs, here at SMHIC our purpose is not only to invest and make money together, but more importantly to learn the foundation of investing. As we close out our first year of learning and investing together, it is important that we look back at what we’ve covered and achieved together. Each of you have put in your hard earned money, your time in learning and researching to select stocks to invest in. Each of you should be proud of what we’ve achieved. Below are the topics we covered each quarter in 2021. To access the full newsletter here
| Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|
| What are stocks? | Income Statement | Market Cap (intraday) | What is investing |
| Common Stocks vs Preferred Stocks | Balance Sheet | Enterprise Value | Investing vs Gambling |
| Initial Public Offerings | Cash Flow | Trailing P/E | What is a stock market |
| IPO / Exchanges / Indices | P/E, P/E Ratio | Forward P/E | What is a Certificate of Deposit(CD) |
| What causes stock prices to change | Low P/E, High P/E | PEG Ratio (5 yr expected) | What are Mutual Funds |
| Ticker Symbols | How to Calculate P/E | Price/Book (mrq) | Exchange-Traded Funds(ETFs) |
| Certificate of Deposit | Benefits of P/E | Enterprise Value/Revenue | New York Stock Exchange (NYSE) |
| Money Market Accounts/Mutual Funds | Current Ratio (mrq) | Enterprise Value/EBITDA | Nasdaq |
| 401(k) or 403(b) | Book Value Per Share (mrq) | Over-The-Counter(OTC) (fewer regulations, less transparents comparing to other exchanges, no market maker | |
| Roth IRAs | Total Cash (mrq) | Chicago Board Options Exchange (CBOE) | |
| Low-Cost index Funds | Total Cash Per Share (mrq) | Money Markets | |
| Target-Date Funds | Total Debt (mrq) | Capital Market | |
| Total Debt/Equity (mrq) | Primary Market | ||
| Cash Flow Statement | Secondary Market | ||
| Operating Cash Flow | |||
| Levered Free Cash Flow (ttm) | |||
| Exchange-Traded Funds(ETFs) | |||
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