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Documents

Every section on WealthCE has a PDF document formatted for your education and enjoyment. These documents can be printed and carried in an easier format than printing the website pages. Instead of forcing you to download each document from each page, we’ve posted the full list below.  

Worksheets

Certain sections of WealthCE feature PDF worksheets. These printable sheets are created for personal practice, examples, baselines for developing personal systems, and actual usage. Instead of forcing you to download each document from each page, we’ve also posted the full list below.

Personal Finance

Section Summary

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 feels like a series of boring 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 kill your ability to properly pay down debts, save, and invest.

Section Worksheets

None Available

Wealth Principles

Section Summary

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.

Section Worksheets

None Available

Investment Technique

Section Summary

Investment strategy requires the realization of certain principles and the adoption of specific behaviors. Some of them may not make sense to you until after you have completely understood the overall strategy. You will begin to see why you should avoid deviating from them. 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.

Section Worksheets

None Available

Financial Statements

Section Summary

In analysis, your goal is finding companies with disciplined financial practices, responsible management, and long term market prospects. Financial Statements are your primary source of data for company investigations. You must be able to read and understand financial statements. 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.

Section Worksheets

None Available

Analyzing Firms

Section Summary

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.

Equity

Section Summary

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.

Bonds

Section Summary

A bond is an investment instrument you purchase signifying a loan. By purchasing bonds you become the bond purchaser who has 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 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.

Section Worksheets

No Worksheets Available

Mutual Funds

Section Summary

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.

Section Worksheets

No Worksheets Available

Options

Section Summary

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.

Section Worksheets

No Worksheets Available

Futures & Commodities

Section Summary

Futures are standardized forward contracts traded over an exchange. Forward contracts set the price for a good exchanged in the future today. Commodities are the hard assets that are mined, drilled, drained, picked, pumped, plucked, or cut down. They’re the base raw materials. 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. 

Section Worksheets

No Worksheets Available

Hedge Funds

Section Summary

Hedge funds attempt to earn more return from adjusted risk profiles, and exist to seize profit from virtually any instrument. Funds should attempt to acquire higher return with managed risk. The manager’s investment skill is determined by their ability to earn profit while reducing risk, known as “alpha”. Costs can strongly reduce earnings.

Section Worksheets

No Worksheets Available

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