All large investment firms engage in misinformation campaigns designed to build a mindset of passivity and acceptance about underachieving returns in client’s stock portfolios. These misinformation campaigns are extremely clever and extremely effective. They’re designed to maximize the number of clients and the amount of assets each financial consultant can gather as well as to minimize the necessary amount of time to accomplish this. While these campaigns succeed in increasing the corporate bottom line and increasing value to the individual shareholder, they plunge the stock portfolio returns of individual clients into mediocrity while detracting from the value to individual clients.

 
Most people are oblivious to these shenanigans because the large investment houses have been perfecting them for over a hundred years! In the early 1900’s, J.P. Morgan formed U.S. Steel Corporation by buying Andrew Carnegie’s steel company and many others. It promptly turned a profit of USD $400 million by selling stocks and bonds worth $400 million more than the combined worth of all the companies, from which it drew a $150 million fee. Since then, profits at the expense of the individual investor have never stopped.

 
For years, employees at investment firms have been trained in “investment-speak”.  “Investment speak” has two distinct meanings. A meaning intended for their clients, and their “true” meaning, a totally different one that is known by the firm’s employees. For example, for decades, an investment firm’s “hold” rating really meant “sell”. Everybody on this inside knew this and most people on the outside had caught on too. The reason “sell” ratings were rarely issued in the past were simple. If an analyst gave a company this mark of death, what kind of response do you think he or she received the next time he/she needed to speak to management? But there are many more examples where the public didn’t know the inside meaning of “investment-speak”.

 
So this module will break down investment-speak for you. Learn why “prudent” in investment-speak really means “prudent” for the firm, but not “prudent” for your investment portfolio. Learn why the “modern” portfolio theory of diversification is really “stone-age” in its concepts, and why investment-speak would cause 99,999 out of 100,000 financial consultants to call one of the practices of one of the world’s most successful investors stupid and risky. Learn why financial consultants’ investment strategies are rarely ever different than the thundering sheep herd, and how this harms your portfolio’s returns.

 
In this module, you’ll learn 6 lessons, that again, while universally accepted, do nothing but harm the returns of your stock portfolio. By learning to identify these strategies employed by large investment firms designed to “sell”, you can learn how to prevent your financial consultant from using these same strategies to invest you into mediocrity.

 
Complete this module and take the first step to preventing your portfolio from being invested into mediocrity.

Content:                                                             16 pages
Number of Lessons:                                         6
Exam Questions:                                              9
Estimated Time of Completion:                    1- 2 hours

Note: Content Pages are measured by how many pages the content would constitute if on a standard 8.5" * 11" page, Times New Roman 12 font, not web pages as some web pages are 3-5 pages "long".