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Welcome to WealthCE

 
What do we do, and why are we here? WealthCE delivers a free, always accessible resource for investment guidance and encouragement. We’ve decided that you should have learned investment and finance in high school. If you’re like the vast majority of people, you did not. Would it have been useful if you had? WealthCE exists to fill that gap in your personal life with our web based and downloadable text, audio, and video lessons. We also sell monthly analysis packages, based solely and only on economic or fundamental data. Our analysis is constructed of consistently applied mathematics and statistical principles. While others give you opinions based on rumors and incomplete comprehensions of economics and fundamentals, we give you a fuller picture to back up your investments.

The best analytical benefits of WealthCE require a paid account to access them. Login to an account below or register an account if you don’t have one. You can also purchase one of a variety of analysis account. After purchasing, visit our analysis to see data based views on the market.

WealthCE

Curriculum

We’ve worked hard to ensure that you can tackle a diverse array of assets by teaching many different investment subsets. We’ve covered almost all of the most popular investment options, with so many topics for you to read for free. You’ll be able to conquer the market using our curriculum. By passing our lessons and principles to your children and grandchildren, you’ll guarantee they build on your success and their inheritance. Do our lessons and you’ll learn the following:
Personal Finance
Your trip to wealth begins with personal finance. Without properly arranging your daily financial life you won’t ever be able to save enough money to fund your climb to prosperity. Setting financial limits often feels like a series of dull restrictions and limitations but it sets the path that you use to financially ascend. Acting without comprehending these baselines will result in large amounts of financial waste. Ultimately waste kills your ability to properly pay down debts, save, and invest.

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Wealth Principles
In order to gain wealth, you must understand the principles behind wealth gain. Engaging in wealth building without realizing these essential core principles equates to you setting yourself up for frustration. Many who attempt to build wealth are blindsided repeatedly by the world’s temptations, erasing their progress or wasting their time. Study and absorb these principles, and use them as your firm footing to resist having your wealth eroded from underneath you.

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Investing Technique
Investment strategy requires the realization of certain principles and the adoption of specific behaviors. Some of them may not make sense initially, but you will begin to see why you should avoid deviating from them. Many purchase equities based on the firm’s creation of a product that they like. Others buy solely on the recommendation of others, whether they are qualified or not, and without knowing if the other person, a friend, a neighbor, has studied the investment. These approaches are wrong. You need to ensure the firm’s ability to produce long term profits. An investor should always be aware of the likeliness the firm will be able to generate above average profits in the term future (or better than competitors). The goal is to identify as many of the firms that are capable of profit as possible, and analysis is the tool through which that goal is reached. After successfully identifying the firms that are likely to outperform competitors, they purchase equities after falling within or below prices values. Investors should also determine the approximate return in relation to risk. By strategically approaching firm selection this way, investors can strongly reduce the risk of loss.

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Economics & Currency
The profits derived from investments are ultimately completely derived from the economic cycle. A booming economy encourages discretionary spending and profits for industries based on indulgence spending. Certain asset classes and certain businesses are better held during these cycles. Alternatively, a sluggish economy usually has low or little discretionary spending, and “safe haven” assets and industries humans cannot survive without performing better as investments. The value of a currency is based on the demand for that currency relative to other currencies, or currency substitutes like bitcoin and gold, in the international market. This demand is directly affected by the economic strength of the underlying economy since fiat currency values are backed by the underlying economy relative to inflation or deflation incurred. The economy gives a nation’s government the ability to pay its debts via earnings from taxed revenue, without relying solely on printing money or increasing the national debt in absolute terms or as a percentage of GDP.

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Risk Management
The biggest problem with most investors is they have no idea how to measure, control, and hedge risk. Risk management in the markets is direly important. Many investors and traders know how to make money but often have no idea how to stop themselves from handing it back to the market. They often find themselves suffering massive eventual losses. The goal of this section is to educate you by introducing a substantial number of risk management techniques and metrics. Academic and quantitative approaches to measuring risk will be discussed, explained, and diagrammed. Lastly, various ways to hedge risk will be introduced. This will help you make investments while limiting your downside and preventing meltdowns in your account.

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Financial Statements
In analysis, your goal is finding companies with disciplined financial practices, responsible management, and long-term market prospects. In valuation, the goal is determining the value of investments, which is used as an indicator of your desired purchase price. Their value is based on their financials. Investing is best when the investment is deeply below the valuation. You must be able to read and understand financial statements. Financial Statements are your primary source of data for company investigations. These statements display all the crucial data that you can use to analyze past performance, hint at future prospects, and give valuations to compare with market prices. The three standard reports to be expected are the Income Statement (also known as the Profit & Loss Statement), the Balance Sheet, and the Cash Flow Statement. The Income Statement summarizes the profit of the company over a period of time, the balance sheet shows financial structure at a moment in time, and the cash flow statement displays the entry and exit of liquid cash into the business while linking the balance sheet and the income statement.

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Analyzing Firms
The analysis of firms can be divided into specific areas of specialization. By analyzing each area you can slowly reveal the firm’s ability to provide an adequate long term. After determining which companies are best to purchase over long terms via analysis, valuation and risk versus return can be estimated for investment instruments issued by a firm. Companies should be judged on their financial status and the position that management style and strategy places the company in. You can test a firm’s financial status by using the data found on the financial statements to test financial ratios. Why should you use ratios when the financial statements show the numbers already? Ratios will reveal to information that raw numbers do not reveal. Their results can indicate the viability of the firm compared with other firms in the same industry. They’re also useful for comparing the same firm at a different period in time. You should view ratios as a great way to display the company’s overall performance only in comparison. Ratios are very worthless in a vacuum. A single year’s ratios of a single company will tell you almost nothing.

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Technical Analysis
Technical analysis is the practice of using past pricing information on charts to predict future pricing trends. A technical analyst attempts to predict or quickly react to incoming price data from an evidence-based viewpoint, taking positions based on signals suggesting a trend will continue or reverse in the future. This is more of an art form than a science performed in hopes of deriving the marketplace’s viewpoint towards the asset’s underlying fundamentals. Note that sentence says the viewpoint of the fundamentals, and not the fundamentals themselves. Technical analysis can also be viewed as an attempt to interpret market psychology.

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Equity & Stocks
Equity can be very simply described as ownership and control of a business enterprise. You purchase equity either from a firm or from another shareholder. If you own equity you own a percentage of a company. If you own a large enough segment of the company, you gain the ability to exercise some degree of control over the firm. Firms selling equity acquire money for financing operations and expansions. Investors selling equity trade the ability to own and control segments of a firm for cash they can invest in other firms, other investment instruments, or spend freely.

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Bonds
A bond is an investment instrument you purchase signifying a loan. A bond issuer has chosen to borrow money from a bond buyer. By purchasing bonds, you have chosen to lend the issuer money. The bond itself is the contract which says you will be repaid on maturity for the loan’s principal along with interest paid on specific dates. Bonds are usually, but not always, fixed income securities which pay a specified payment at specific intervals of time. They differ from shares by not providing you with control or ownership rights. Each kind of bond provides you payments in return for debt, but they all function differently. There are two splits for bonds owned. The first split divides by the issuer. Is your bond initially sold by a sovereign government, a city, or a corporate? Most bonds fit into a very specific subcategory based on their issuer. Government bonds split principally into Nominal and Inflationary adjusting flavors. Afterward, they primarily divide by the length of their term. You don’t have to buy bonds only on an individual basis. Bond funds purchase hundreds of bonds to create a portfolio. Over the years, their returns become your returns.

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Mutual Funds
A mutual fund is an investment company which invests money entrusted to them in exchange for shares of the fund. They pool large sums of cash from many investors and buy assortments of investment instruments. The funds provide their shareholders with capital gains, dividends, and income distributions from the instruments purchased in the fund. Mutual funds are not assets or investment instruments. They are investment vehicles which are composed of hundreds of different individual assets. Fortunately, your investment vehicle comes with a fully staffed management team which researches, analyzes, and investigates funds for you.

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Options
All options qualify as derivative instruments. Derivatives acquire their value based on another investment instrument which they represent. That investment is called the “underlying investment”. The underlying can be anything traded in the marketplace, as long as the underlying’s price is easily obtainable. Derivatives are often only traded during the same market hours as their underlying instruments to ensure that’s possible. Derivatives neatly fit into two major categories, forwards or options. Options are derivatives giving the purchaser the ability to take a conditional action before an expiration date. Note the word ability: if you have an option you have the right, but not the requirement, to take an action. Options should only be exercised if they result in profit. The profit is determined by the market price’s relation to the strike price. For an option to be exercised, the relation should result in profit.

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Futures & Commodities
Futures are standardized forward contracts traded on an exchange. Forward contracts set the price for a good exchanged in the future today. Forwards are typically customized over the counter vehicles, which have their expiration and unit size modified for the buyer or seller of the contract. Customized forward contracts typically last a long time, while futures are traded in standardized durations according to an exchange’s regulations. Commodities are the hard assets that are mined, drilled, drained, picked, pumped, plucked, or cut down. They’re the base raw materials that create all of the goods used in construction, fashion, automotive, digital, and other product categories. They all have several unique properties in common. All commodities can be stored, for at least a small period of time. All commodities can be traded; though transporting them varies in difficulty. Lastly, all commodities are interchangeable, but substituting them may result in quality differences. These differences may be reduced or enhanced by refinement and other developments.

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Hedge Funds
Hedge funds can use a wide array of assets to earn more return for those willing to adjust their risk profile. There are hedge funds for capturing profit from virtually any instrument, creating vast combinations of risk and return profiles for prospective investment. Hedge funds typically attempt to acquire higher return with less risk. Risk can never be completely eliminated, and the manager’s investment skill is determined by their ability to earn a profit while reducing risk. This is known as their “alpha”, the return generated beyond an expected level for an asset, or in this case a collection of assets.

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Trading Plans
In order to trade successfully, you must have a battle tested plan. Giving our users great starting points for their trading and investing is important to us. Long/Short equity plans take advantage of the benefits and the risks of both buying and short selling equity. In foreign exchange, currency’s value is ultimately based on the economic strength of the economy backing the currency. Our foreign exchange plans are based on measuring the strength of the economy, and using the economy to estimate changes in currency values.

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Mind

If your mental outlook is incorrect, building wealth will be a difficult or impossible process. The most crucial lesson set for your long-term ability to build wealth and attain success is our Wealth Principles section. We outline the basic mindset needed to accumulate money over long terms. Without embedding logical and emotional restraints, you’ll spend years or decades spinning wheels and never going anywhere.

Business

Our business analysis section teaches investment examination. Learning how investors evaluate and measure investments assist entrepreneurs in business decision making. Regular examination of your small business is essential to gaining the same complete picture financiers use for asset selections. Learning fundamental analysis will teach you how to set, measure, and review essential business metrics needed for informed investment and policy decisions.

Economy

Understanding the relationship of domestic markets, foreign markets, and currency trading is crucial to your success as an investor or a business practitioner. Our economic lessons cover Macroeconomics, Economic Indicators, and the Currency underpinnings of the financial markets. These lessons ready you for accurate interpretation of economic trends on the financial and investment markets.

Trades

Our lesson sets and trading plans teach you how to trade properly when combined. The result is intelligent trading for foreign exchange, equities, bonds, and derivatives. First form a bias based on this order: economics, market sentiment, sector direction, and company fundamentals. Only after that do you take your bias to the Technical level to identify price action trends and entry triggers. Then you restrict and control your losses with proper risk management and collect profits.

Assets

We’ve worked hard to ensure that you can tackle a diverse array of assets by teaching 8 different investment subsets. We’ve covered almost all of the most popular investment options, with much more coming in the future. You’ll be able to conquer the market using our curriculum. Passing our lessons and principles to your children and grandchildren guarantees they build on your success and their inheritance.

Services

Do you want to access quality analysis services? We aren’t just a knowledge station. We also use 0ur knowledge. We offer our full analysis process as a monthly subscription data service which projects currency values from economic correlations and equity values from a top-down systemic analysis. If you’re looking for reading, audio, or video material on financial and investment information, our amazon serviced storefront will help you.

Curriculum Topics

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Analysis Services

Analysis is the key to success in the markets. WealthCE’s analysis allows you to attack markets and find solid trades. Our analysis offering splits into International Economy Fundamental and Sentiment Analysis (with Foreign Exchange Correlations and projections), and Domestic American Equity Market Analysis. Our Domestic USA analysis includes US Economic, US Domestic Business Sector, and occasional Fundamental analysis. That’s right. We cover the entire analytical process, only hinting at trades that survive our rigorous screening process for Foreign Exchange and Long/Short Equities, based on HARD DATA. No opinions, just statistical analysis, resulting in quantitatively tested recommendations only.

See below for examples of the value we provide!

Econometric Projections

Economic demand drives currency and equity demand! We don’t shoot from the hip based on only 1 aspect of the economy. We’ve built economic and asset indexes for each nation combining over 19 different economic indicators for each nation, ensuring that you get total coverage of entire economy. Each nation’s index results are compared to their currency and major equity market values. The result? You see how the economic indexes have performed against a basket of that nation’s currency pairs and stock indexes. Currently covers all eight major currencies’ economies: Australia, Canada, Euro Area, Japan, New Zealand, Switzerland, United Kingdom, and United States.

Sentiment Tracking

Sentiment positions taken by major investment institutions help show you what they think will happen in the near term. They won’t hold long a currency they believe will fall, and they won’t hold short a currency they believe will rise. We can focus on these metrics to be sure potential positions are viable. For currencies, we track sentiment for the Australian Dollar, British Pound, Canadian Dollar, European EURO, Japanese Yen, New Zealand Dollar, Swiss Franc, and United States Dollar. For equity markets, we track sentiment for the 5 Year US Treasury, the 10 Year US Treasury, the S&P500 Mini, MSCI EAFE (Europe, Australasia and Far East), MSCI EMER (Emerging Markets), Japanese Nikkei, Russel 2K, and the VIX.

Sector Trends

Our fundamental report based sector rankings looks at the monthly trend in sectors derived from direct industry response sector questionnaires. These reports are consistently released during the first week of each month, and are required response surveys from their sector participants. We take that data and generate actually rankings of each sector on a month by month basis. Sectors that rank highly are more likely to succeed in the upcoming months, while sectors poorly ranked are likely to show poorer returns. Our ranking system measures on a monthly rolling basis.

Equity Projections

Our equity listings also feature projections for the market’s many varying equities derived from institutional forward consensus estimates. Consensus Estimates are created by combining the estimates of multiple investment banking analysts who track each company. We use these consensus estimates to create long and short lists projecting how firms should preform both absolutely and relative to its peers, ranked by projected price/earnings growth. We also give income portfolio builders a list of firms ranked only by their Dividend Yields.

International Economies

  • Central Bank Information, Mandates, and Targets
  • Likely Central Bank Policies based on Projections versus Mandates
  • Key Exports & Key Export Partners
  • Analysis for 8 Major Currency Economies Across 28 Major Pairs
  • Economic Indexes Track all Economies across same Economic Indicators
  • Currency Index Tracks All Recent Performance across Multiple Pairs
  • Scorecards for Each Economy
  • Tracking Large Speculator Positions, Keeping Track of Market Controlling Traders
  • Signals of Large Institutional Long/Short Positions
  • Built In Technical System Explaining Proper Trend Trading Approach
  • List of Potential Bullish Moves and Entry
  • List of Potential Bearish Moves and Entry
  • List of Technical Confirmations
  • Access to 3 Risk Metric Calculators for Risk Reward Ratios and Dollar Losses to Stop

American Equities

  • Central Bank Information, Mandates, and Targets
  • Economic Summary, Key Exports, and Key Export Partners
  • Economic Index Tracking Performance across 19+ Indicators
  • Industry Names and Descriptions
  • List of Industry and Sector ETFs
  • Industry Rankings by Strength Generated from Industry Participant Surveys
  • Changes in Ranks for Momentum
  • List of Likely Best/Worst Potential Performing Firms
  • Consensus Estimate Projected List of Equities
  • Strongest Bullish Equities for Buys
  • Weakest Bearish Equities for Shorts
  • Built In Technical System Explaining Equity Trend Stacking
  • Access to 6 Risk Metric Calculators for Portfolio Diversifying, Multiple Trade Entries, Reward Risk Ratios, Equity Hedging, Losses to Stop, and Equity to Options Hedging

Product Store

Our products store is custom curated for your long term benefits and serviced by Amazon. We only pick high-quality products we believe will serve you well. These products should teach you the lessons you need to learn on your way to wealth. We’ve also included some finance and business-related entertainment that is educational if watched properly (closely).

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Motivatial Content

Everyone needs a little bit of motivation now and then. Just for you, we’re compiling educational and inspirational quotes, short tips, success stories, lessons, and interviews. Use these to encourage yourself to get up and do what you already know is right for you and your family.

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