Investment Analysis and Portfolio Management

  1. Technical Analysis
    1. Foundations of Technical Analysis
      1. Key Assumptions
        1. Market Action Discounts Everything
          1. History Tends to Repeat Itself
          2. Technical vs. Fundamental Analysis
            1. Philosophical Differences
              1. Time Horizons
                1. Information Sources
                  1. Strengths and Weaknesses
                  2. Market Psychology
                    1. Crowd Behavior
                      1. Fear and Greed
                        1. Market Sentiment
                      2. Charting and Trend Analysis
                        1. Types of Charts
                          1. Line Charts
                            1. Bar Charts
                              1. Candlestick Charts
                                1. Point and Figure Charts
                                2. Trendlines and Channels
                                  1. Drawing Trendlines
                                    1. Trend Channels
                                      1. Trend Reversals
                                        1. Trend Confirmation
                                        2. Support and Resistance Levels
                                          1. Identifying Support
                                            1. Identifying Resistance
                                              1. Role Reversal
                                                1. Psychological Levels
                                                2. Chart Patterns
                                                  1. Reversal Patterns
                                                    1. Head and Shoulders
                                                      1. Double Top
                                                        1. Double Bottom
                                                          1. Triple Top
                                                            1. Triple Bottom
                                                            2. Continuation Patterns
                                                              1. Triangles
                                                                1. Flags
                                                                  1. Pennants
                                                                    1. Rectangles
                                                                2. Technical Indicators and Oscillators
                                                                  1. Moving Averages
                                                                    1. Simple Moving Average
                                                                      1. Exponential Moving Average
                                                                        1. Weighted Moving Average
                                                                          1. Moving Average Crossovers
                                                                          2. Momentum Indicators
                                                                            1. Moving Average Convergence Divergence
                                                                              1. Relative Strength Index
                                                                                1. Stochastic Oscillator
                                                                                  1. Rate of Change
                                                                                  2. Volume Indicators
                                                                                    1. On-Balance Volume
                                                                                      1. Volume Price Trend
                                                                                        1. Accumulation/Distribution Line
                                                                                        2. Volatility Indicators
                                                                                          1. Bollinger Bands
                                                                                            1. Average True Range
                                                                                              1. Volatility Index
                                                                                            2. Market Structure Analysis
                                                                                              1. Dow Theory
                                                                                                1. Basic Principles
                                                                                                  1. Market Phases
                                                                                                    1. Confirmation Signals
                                                                                                    2. Elliott Wave Theory
                                                                                                      1. Wave Patterns
                                                                                                        1. Fibonacci Relationships
                                                                                                        2. Market Breadth
                                                                                                          1. Advance-Decline Line
                                                                                                            1. New Highs-New Lows
                                                                                                              1. Up Volume-Down Volume
                                                                                                            2. Efficient Market Hypothesis
                                                                                                              1. Forms of Market Efficiency
                                                                                                                1. Weak Form Efficiency
                                                                                                                  1. Semi-Strong Form Efficiency
                                                                                                                    1. Strong Form Efficiency
                                                                                                                    2. Implications for Technical Analysis
                                                                                                                      1. Market Anomalies
                                                                                                                        1. Behavioral Finance Challenges

                                                                                                                      Previous

                                                                                                                      4. Security Analysis: Fixed-Income

                                                                                                                      Go to top

                                                                                                                      Next

                                                                                                                      6. Portfolio Theory