Reviews
Tutorial Modules -- About 1 hour to complete
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1
Module 1: Welcome to the DIY Ethical-Sustainable Investing Pays Tutorial! (6 minutes)
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What you'll learn and accomplish!
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Tips for using this course player
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The tale of two investors: Michael and Susan
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Mod. 1: Two quick questions for you
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2
Module 2: Research Validates Ethical-Sustainable Investing (6 minutes)
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The research from Oxford and elsewhere
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Research validation and the huge growth of ethical and sustainable investing
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Consider other values too
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Appendix: ESG values and scientific research references
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Mod. 2: Two quick questions for you
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3
Module 3: Importance of Identifying Values (4 minutes)
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Other personal values to consider
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These soft values are important
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Conclusions concerning values
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Mod. 3: Two quick questions for you
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4
Module 4: Your Investor Profile (4 minutes)
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Creating the values profile
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Your Investor Profile
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Mod. 4: Two quick questions for you
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5
Module 5: Finding Industries that Match Your Profile (6 minutes). BEING REVISED..
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Updated references and links
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The process of finding your industries
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Industries for Susan--the Activist (updated)
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Industries for Angela--the Pragmatist (updated)
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Industries for Michael--the Reformer (updated)
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Industries for John--the Traditionalist (updated)
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Here's what you do to select your industries
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Mod. 5: Two quick questions for you
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6
Module 6: Finding the Companies (5 minutes). BEING REVISED.
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Here's how to find the companies
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Now we find the companies
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Link to company research dialogue box
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Downloadable transcript for Module 6 (updated)
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Mod. 6: Two quick questions for you
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7
Module 7: Getting Financial Analyst Opinions (12 minutes). BEING REVISED.
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Best online analyst opinion sites
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The process for obtaining analyst opinions
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All about analysts' opinions!
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Downloadable transcript for Module 7
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Mod. 7: Two quick questions for you
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8
Module 8: Saving Big on Fees! (7 minutes)
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Brokers/Advisors can help you--at a cost!
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How very costly fees can be!
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More on the value of DIY
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Mod. 8: Two quick questions for you
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9
Module 9: Congratulations & More! (8 minutes)
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Want to go further?
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Contact Ron Robins
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