Investment Strategies

Investment Strategies was developed for those students who already know how to invest, love it and want more. This class is a discussion class based course on a number of different investing strategies. Students are expected to have completed reading assignments and are ready to discuss the information in class. In addition, students will have access to a paper trade account in which they can test the various strategies.

Featured Books: The Little Books

Join us as we read four (4) of The Little Books:

  • The Little Book of Value Investing
  • The Little Book That Beats the Market
  • The Little Book of Valuation:How to Value a Company, Pick a Stock, and Profit
  • The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns

Learning objectives include enhancing investment knowledge, learning different methods of investing, and critical thinking.

Prerequisites
  • The student must have a strong grasp of how financial markets work. Calculation formulas are at a Pre-Algebra level.
  • The student will need a quiet environment with a headset and working microphone.
Level

Investment Strategies is an advanced investing course.  

Students tend to be middle school and up.

Students will need to read at a middle school level or higher with a strong understanding of how financial markets work.

Student will need math skills at a Pre-Algebra level.

Materials Required
  • Browne, Christopher H. The Little Book of Value Investing. Hoboken, New Jersey: John Wiley & Sons, Inc, 2007.
  • Greenblatt, Joel. The Little Book That Beats the Market. Hoboken, New Jersey: John Wiley & Sons, Inc, 2010.
  • Damodaran, Aswath.  The Little Book of Valuation:How to Value a Company, Pick a Stock, and Profit.  Hoboken, New Jersey: John Wiley & Sons, Inc, 2011.
  • Bogle, John C. The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns.  Hoboken, New Jersey: John Wiley & Sons, Inc, 2017.
  • The student will need a quiet environment with a headset and working microphone.
Class Description
  • The class is 50 minute discussion oriented session.  There are two (2) components to the course: the live webinar and the asynchronous classroom assignments.
  • Students will need to bring pre-determined discussion ideas to class each week.
  • Students will have a paper trade account in which they will make paper trades as assignments and personal experimentation. A paper trade account is a fake investing account with fake money. However, the investments are priced in accordance with the current markets. Students will have an active testing ground to experiment with investments without risking actual money.
  • Additional assignments may include related video, websites, analysis and small projects.
  • We screen websites heavily before posting links. However, websites are in control of the advertising on said sites, not Willow Scholars. Parental supervision is highly recommended.
Duration

The course is a 16 week course.

Costs
  • The 16 week course is $234.00. 
  • Students will need to either purchase or borrow each of the reading texts.  Most can be found in the library or on digital libraries.  All can be found used.

**Note – the information is considered for educational purposes only. Willow Scholars is not an investment adviser nor responsible for investing choices others make.