Course: The Passive Investor Game Plan
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This course is designed to provide participants with a step-by-step guide for creating a well-diversified passive investment portfolio. The emphasis here is on crafting and executing a passive strategy. This material is likely not relevant for investors who are committed to active strategies.
Course Content: among others, the following questions will be addressed: What is investing? What is passive investing? How does passive investing differ from active investing? Is an advisor needed to execute a passive plan? How is an asset allocation plan created? How does one identify diversified stock and bond funds for investment? How are trades executed? How does one open a trading or investing account? How does one monitor and rebalance the portfolio over time?
Participants may have an opportunity to use a trading simulator to execute make-believe purchases and sales of stocks.
By following along with the exercises outlined in the book investors will go through the motions required to set up a real passive investment portfolio.
Textbook(s): Dr Yuval Bar-Or’s book: Play to Prosper: The Passive Investor’s Game Plan (2011) will be used throughout the course.
Course Hours: Six sessions of 90 minutes each, delivered online, for a total of 9 in-class hours.
Preparation: Participants are encouraged to read relevant textbook chapters in preparation for sessions. The textbook page numbers are provided immediately following topic titles in the detailed outline, below. Participants may also be directed to selected magazine or newspaper articles.
Cost Per Participant: This course is currently free
Logistics: Participants should register for the course here. Please allow one to two weeks for arrival of book(s).
Missed sessions: Course sessions will be recorded and our intention is to make these recordings available to participants for 30 to 45 days after their original broadcasts.
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Outline of individual sessions
Below is the anticipated course coverage. The instructor reserves the right to amend coverage as necessary to ensure the most important items are covered. Any sections not covered in class should be read by participants on their own.
SESSION 1: THE GAME PLAN
Review of active vs. passive investing strategies
Introduction: The game plan
· Determine Your Strategy 2
· Overview of the Passive Investor’s Game Plan 4
SESSION 2: DO-IT-YOURSELF OR RELY ON ADVISOR?
Decide Whether You Need an Advisor
· What is an advisor? 11
· Are there different advisor types? 12
· The Basic Functions of Advisors 12
· Advisor Characteristics 15
· Do I Need an Advisor? 19
· A Financial Planner & Discount Broker may be all You Need 20
· Locate an Advisor 20
· Evaluate an Advisor 21
· Fire an Advisor 32
· Securities Regulators You can Contact 35
· Exercise 1: Interview Advisors 37
SESSION 3: DETERMINE ASSET ALLOCATION
· Asset Class Lists 42
· Factors Affecting Asset Allocation 43
· Find Asset Allocation Calculators 48
· Exercise 2: Create Asset Allocation Plan 50
· Consider the Big Picture 51
SESSION 4: IDENTIFY DIVERSIFIED FUNDS FOR INVESTMENT
· Select Stock Funds 58
· Exercise 3: Select Stock Funds 59
· Select Bond Funds 61
· Exercise 4: Select Bond Funds 62
· Selecting Cash Equivalent Instruments 64
· Exercise 5: Research CD Choices 64
Practice with Simulated Trading
· Simulated Trading 66
· Exercise 6: Practice Buying 67
· Exercise 7: Practice Selling 68
· Exercise 8: Go Where the Action Is 68
SESSION 5: OPEN A REAL TRADING ACCOUNT
· Identify a Discount Broker 71
· Account Application Links 73
· Open an Account 73
· This is not a Drill! 77
SESSION 6: MONITOR AND REBALANCE
· Monitor 79
· Rebalance 80
· Substitute Investments 82
· Adjust Asset-allocation Weights 84
Manage Risks 87
The Simplified Game Plan 89
Parting Thoughts 91
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