Action Academy

Research an Investment Before You Buy

Read filings, find the fees, judge the risk section, and recognize the pitches built to separate you from your money.

Intermediate

1 hr3 lessons6-question testAll courses

Interactive workshop

Build your investment research plan

Tell me what you are considering and I will build the due-diligence checklist.

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Sections

Pass each section to unlock the next

Read it or listen to it, then clear the section test. Sections open one at a time.

Section 1

The documents that actually matter

Public companies file annual (10-K) and quarterly (10-Q) reports with the SEC, available free on EDGAR. The risk factors section and the management discussion tell you more than an… Join free to read, listen, and test.

Section 2

Fees, and who is paid to tell you this

Locked

The expense ratio is the annual percentage the fund takes. A 1% versus 0.05% difference sounds trivial and consumes a large share of a lifetime balance.… Join free to read, listen, and test.

Section 3

Recognizing the pitch

Locked

Guaranteed high returns with no risk do not exist. Every legitimate return is compensation for a risk that is disclosed in writing.… Join free to read, listen, and test.

Course test

Prove what you learned

Members take a 6-question test at the end of this course. Score 80% or higher and a certificate of completion is issued to your account.

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