mhj3.com Online Investing Course
What you need to know, think about, do, have, use, forget, and avoid to invest wisely; the what, when, why, how, and what ifs of investing in detail.

Learn:

How to select the correct bond, the correct quality, the correct quantity, and the correct maturity at a competitive yield and reasonable cost.

Equity and mutual fund investment selection and management disciplines, rules, and procedures.

How to create, manage, modify, monitor, and measure an investment portfolio.

How to keep your investment portfolio structurally sound and competitive all of the time to build and to protect capital.

General Information

mhj3.com: Home

  • Visit mhj3.com to learn more about us.

Questions: Contact Us

Fee: $3,000.00 per person, $5,000.00 per couple.

Length: Proceed at you own pace up to six months.

Equipment: Your computer (no Macs, unless you do as I do and install Fusion and Windows XP on your Mac — best of both worlds) and my software and EBooks.

Course Includes: Just Say "No" to Bond Mutual Funds and The almost Perfect Investor (EBooks), Investor's CalcStation, Investor's WorkStation, and Portfolio Performance Calculator.

Communications: links, e-mail, GoToMyPC, and talk-through conference calls.

The Past Is Not a Plan For the Future
Portfolios, Portfolios, Portfolios
If It Is Measured, It Will Get Done

Replace pie chart, graph, data dump, and default infested investment plans that suggest — contrary to fact and law — that past performance is, in fact, an indicator of future investing results, in the mistaken belief that investing hindsight is investing insight and investing foresight.

Break away from the mindless, utterly flawed nonsense of Modern Portfolio Theory and all of its illegitimate relatives, drill down to investing performance bedrock, and address the substantive issues of advising and investing that actually do determine investing outcomes.
Though past performance clearly is not an indicator of future investment results, it is the best measure of an individuals' investment advising, investment management, and investing performance skills; a measure of the ability to convert rhetoric into results.

Where you are trying to go:

Define the budget, savings, capital accumulation, and investing tasks at hand — a walk in the park, just a bump in the road, or climb Mt. Everest.


Investment Planning Software
Investor's CalcStation

How you are going to get there:

Create unique, structurally sound, and competitive investment portfolios in an instant, then manage, modify, monitor, and measure investment portfolios.


Portfolio Management Software
Investor's WorkStation

How well you have done:

GIPS (AIMR - PPS™) 01/01/2010 compliant Modified Dietz and TWRR/Geometric Linking Methodology Options.


Performance Calculator Software
PerfCalc

Outline of possible topics:
The Problem: Investment Issues
You, Unique You, Your Investment Principles, Your Investment Disciplines, Your Investment Approach,  Your Current Investment Portfolio, The Investment Problem, Mattress Saving & Investing, Durable Goods Investing, Savings Accounts & CDs, Financial Markets, Financial Markets Cycles, Financial Markets Performance, Financial Markets Risk, A Simple Plan, Investment Management Basics, Taxes & Inflation, The Rule of 72, The Sooner You Start, The Better, Whose Money?, Questions, Questions, Questions, Wall Street, Investor & Advisor Relationship, Your Advisor, Your Advisor’s Skills, Stockbroker, Registered Investment Advisor Certified Financial Planner, The Good Times, Investment Slamming, That Time Of The Month, Managed Money, Investment Analysts, Advisors, Money Managers, Their Performance, Analysts, Investment Plan, You, The Stock Market, And No Plan!, Investment Planning Reports, Past Performance Is No Guarantee Of Future Results, A Bit More About Beta, The Modern Investment Advisor, Investment Strategies, Asset Allocation, Investment Pyramid, The Myth, Protecting Profit, Interest Income, Dividends, & Capital Gains, Taxable and Nontaxable Investments, Annuities, The Ultimate Insult To Investor Intelligence, Margin, Liquidity Monthly Statements, Investment Timing, Investment Commentary, Market Forecasting Made Easy, Investors Say The Damnedest Things, Wall Street Says The Dumbest Things, How Much Risk, Contrarian vs. Contrary, Eight Investment Sins, Currency Risk, Herd Effect, Investments, Investment Opinions & Investment Choices, Investment Success, Investment Opportunities, Investment Selection & Portfolio Management, Bonds, Bonds, Historical Performance, Taxable Bonds Or Tax-Free Bonds, Equities, Equity Investment Selection, P/E Ratio, Dow Jones Industrial Average, Equity/Stock Market Valuation, Stocks for 2000, Accumulate/Distribute vs. Buy/Sell, Dollar Cost Averaging, Speculation, Options Naked Options, Covered Call Writing, IPOs/Syndicate/ Principal/ Proprietary Products/Secondary, Technical Analysis, Trading, Mutual Funds, Bond Mutual funds, The Evolution Of Bonds & Bond Mutual Fund Products, Individual Bonds & Equities vs. Mutual Funds, Tax-Managed Equity Funds, Index Funds, Average Investment Return s Vs. Actual Investment Returns, Accidents Waiting To Happen, Either Or Vs. And, No, Central Asset Accounts, Money Market Accounts, Commissions, No-Load, Wrap Fees, Performance Compensation. 
Bond Investment Selection & Management
Bond Investment Selection & management, Bonds, The Ideal Investment, Bonds, Where & What To Look For, Bonds, A Contract, Yield To Maturity, The Key To Understanding Bond Pricing And Bond Price Changes, Bond Price Volatility And Principal Fluctuations, The Bond Investment Dilemma, Bond Price Volatility As Interest Rates Change, Bond Price Volatility, Duration, Bond Price Volatility Par, Discount, Premium, Basic Pricing Situations, Bonds, The Complete Interest Rate Cycle, Bonds, Maturity, Bonds, The Yield Curve & Managing The Yield Curve, Basic Yield Curve Configurations, What To Do And Why, Interest Rates, Bond Types, Bonds, Accrued Interest, Bonds, Taxable Or Non-Taxable, Bond Quality, Bonds Summarized, Bond Selection & Portfolio Management, Bonds, Historical Performance, Bonds, A Story, Bonds, Making Portfolio Changes, Bonds, The Mission Statement, The Acid Test, Bonds, The Start, Enhancements, The Master Strategy, Optimum Solutions, Strategic Changes, The Correct Bonds, Bond Quality, The Correct Bond, The Correct Bond Maturity, Building Your Bond World Your Bond World, The Yield Curve Yields, Price Fluctuation, Competitive Yield, Reasonable Cost, The Moment Of Truth, The Rules Of The Game, "Buy Hold, & Forget," Not Competitive, "Managing The Yield Curve," Competitive, Bonds, Where & What To Look For & How To Buy, Bond Mutual Fund Evaluation, Bond Fund Faults, Bond Mutual Fund Analysis, You Are In Control.
Equity Investment Selection & Management
Equity Investment Selection & Management, Investment Sectors, Investment Industries, Investment Categories, Computer Systems, Companies, Fundamentals, Earnings Ability And Quality, Change, Equity Ownership, Exchange, Management, Capitalization, Presence, Idea Makes Sense, Belief In The Idea, Price, Price Performance, Technical Analysis, Buy/Sell, Equity Selection & Management, Utilities & REIT’s, Large Capitalization Equities, The Best Of The Best, Relative Strength Investing Dow Dividend Theory, Single Best Ideas, Investing For Growth, Investing For More Growth, Bad News Bears, Transportation, Small & Mid-Capitalization Equities, Special Situations, IPOs, Aggressive Equities, Equities, The Conclusion.
Portfolio Management
Portfolio Management, Portfolio Management Investment Policy, Portfolio Management Investment Platform, Investor’s WorkStation, Investor's WorkStation Portfolio Analysis, Twenty-two Core Input Categories, Investment Goal Analysis, Investor's CalcStation Illustration, Inflation Rate And Investor's CalcStation, Primary Investment Sectors, Capital Distribution, Investment Matrix, The Investment Distribution Allocation Weightings Table, Advisor Databases, Investment Weighting, Diversification, Allocation, Rebalance, Reallocate, Replace Investments, Price Management, Quality, Time, Investment Strategies, Investment Timing, Stock Market Indicators, Investor’s Current Investment Portfolio, Suitable Investments, Price Momentum, Mutual Funds, Performance Review, Investor Risk & Investment Objectives Profile, Investment Selection & Management. 
Building an Investment Portfolio
Building A Portfolio, Where We Are Trying To Go, Samples of Investor's CalcStation Reports, How We Are Going To Get There, Samples of Investor's WorkStation Reports, Discussion, Creating Your Own Portfolio, The Goal Accomplished, In The Future.