Momentum Investing with Comprehensive Focus
Learning Focus: Basics to Intermediate
Course Duration: 8 months (1 class/week, 2 hours each)
Weightage:
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Technical Analysis (Momentum-Focused): 50%
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Psychology & Risk Management: 30%
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Fundamental Analysis (Quantitative & Qualitative): 20%
Course Overview:
This course is designed to help participants understand and apply momentum investing, starting from stock market basics, fundamentals, and technical analysis. It emphasizes Relative Strength (RS) Model, Volume and Delivery Analysis, RSI, and Support & Resistance, alongside trading psychology and risk management.
Course Structure
Month 1: Foundations of the Stock Market and Basic Analysis
Objective: Provide a strong foundation in market basics and introduce core analysis principles.
1. Stock Market Overview:
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What is the stock market? Key participants and market types (primary, secondary).
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Indian stock market structure (NSE, BSE, SEBI).
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Real-life example: How HDFC Bank’s IPO grew over decades.
2. Introduction to Fundamental Analysis
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What is fundamental analysis? Key concepts: earnings, revenue, and financial health.
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Basics of quantitative analysis (PE ratio, ROE).
3. Introduction to Technical Analysis
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Role of charts in decision-making.
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Basics of Support and Resistance: How they form and their importance.
4. Market Psychology Basics
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Common biases in stock investing (herd mentality, FOMO).
Month 2: Building Blocks – Technical and Fundamental Analysis
Objective: Strengthen basic concepts and dive deeper into technical and fundamental analysis.
1. Technical Analysis: Core Concepts
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Chart types (line, bar, candlestick) and their uses.
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Support, resistance, and trendlines in-depth.
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Real-life example: Reliance Industries’ breakout trends.
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2. Fundamental Analysis: Quantitative Basics
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Understanding financial statements: Balance sheet, P&L, and cash flow.
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Key ratios for momentum investing: Earnings Growth Rate, Debt-to-Equity.
3. Volume and Delivery Basics
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How to interpret volume in stock trends.
Delivery percentage as a sign of investor confidence.
4. Market Psychology: Emotional Control
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Managing fear and greed in volatile markets.