To make a profit from stock investment, you need to study from the basics. However, the range of study is very wide, and many beginners are worried that they do not know what to study from. Furthermore, I think there are many unclear points regarding the learning method.
Equity investment can be learned in various ways such as books and the Internet. Each method has its own characteristics and precautions, so it is important to understand it before learning.
Therefore, this time, I will explain the learning method and precautions for stock investment.
table of contents
- First, check your own learning level
- Learning from books, newspapers, and quarterly reports
2-1. Study from the basics with books
2-2. Check the economic flow in the economic newspaper
2-3. Check the performance of individual stocks in the company quarterly report - Learning from information on the Internet
3-1. Study on the study page of a securities company
3-2. Study methods on investor blogs and corporate media
3-3. Precautions regarding information on the Internet - Participate in stock investment seminars
- Summary
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1. First, check your own learning level
When you start studying stock investment, it is important not to blindly proceed with learning, but to first check your own learning level and then act after understanding what you need now.
For example, even if you understand how to trade stock investments, it is inefficient to check information for beginners such as what stocks are from scratch. First, here are some examples of the information you need for your proficiency level.
- I don’t know at all: Check the information that explains in terms of what stock investment is
- I understand the meaning of stocks: Check investment methods, trading flows, how to choose a securities company, etc.
- Experience in trading: Study fundamentals analysis, corporate strategy analysis, how to read financial statements, investment themes, etc.
Information on stock investment is enormous, so let’s first check what is lacking from the basics such as the meaning of stocks, transaction flow, how to choose a securities company, investment method, etc.
If you have no experience in stock investment, it will be very educational to buy individual stocks from a small amount. For example, SBI Neo Mobile Securities ( Neomoba ) is a service that allows you to invest in stocks from a few hundred yen using T points. If you invest using the points you have accumulated, you can practically study about stocks and collect information on economic trends while suppressing risks, so if you are interested, you should consider it.
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Learn from books, newspapers, and quarterly reports
There are many ways to study stock investment using paper media. For example, books, magazines, economic newspapers, and company quarterly reports are typical examples. In addition, each material / book handles different contents, so use it according to your purpose.
Now, I will explain the features of books, newspapers, and four seasons reports.
2-1. Check from basics to current affairs information in books and magazines
Books include an overview of stock investment and basic methods, as well as magazines that collect various information on stock investment. In the case of books and magazines, the feature is that you can systematically study from the basics to current affairs information.
For example, in the introductory system, there are many books that carefully explain from the basics such as “what is a stock” and “what is an investment”. Such books often include titles such as “Introduction” and “Inexperienced”, so they are relatively easy to find.
Books on methods and investment decisions are characterized by detailed explanations on fundamental analysis and technical analysis, introduction of each index, and trading timing. For those who want to learn about methods from scratch, it is a good idea to compare them from books on analysis and methods.
And magazines on stock investment mainly publish the latest stock market and corporate information, as well as original content and special articles. In addition, there are also independent forecasts and considerations by economic analysts, etc., which can be used as reference information for industry selection and stock selection.
There is also a method of utilizing securities analyst courses (primary examination preparation) such as TAC as a way to learn securities investment in earnest. The Analyst Exam has three subjects: securities analysis, financial analysis, and economics, and is suitable for learning the basics of investment. You can buy the textbook at a bookstore for about 2,000 yen, but it is difficult for beginners to understand, so if possible, you should consider going to school or taking an online course.
2-2. Check the flow of the economy in the economic newspaper
The Nikkei is a newspaper that mainly publishes economic-related current affairs information, including financial results and business results of listed companies, foreign exchange rates and statistics. The Nihon Keizai Shimbun is a typical example in Japan, and some newspaper companies have recently expanded to the electronic version (Internet version).
The appeal of economic newspapers is that you can check the latest information on the stock market and listed companies. In addition, you can grasp the trends of the world and collect information on new fields such as 5G and AI / IoT, which have been growing in recent years.
If you want to know more about current affairs and fundamental factors (external factors) rather than the technical part of investment, consider the Economic Newspaper.
2-3. Check the performance of individual stocks in the company quarterly report
Company Shikiho is a book published by Toyo Keizai that covers detailed information on listed companies. In recent years, there is also a web version called “Company Shikiho ONLINE”, so you can check it on the Internet. For example, at Rakuten Securities and Monex, Inc., which are major online securities companies, you can check the quarterly newsletter for free when you open an account. Those who are interested should consider it.
Issuance is carried out every three months (March, June, September, mid-December), and various information such as stock prices, business results, financial statements, and shareholders of individual stocks is posted. In other words, the Company Quarterly Report is a useful book for those who aim for medium- to long-term investment that requires fundamental analysis (analysis of corporate profile (services and products), financial status, business performance, profit margin, etc.).
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3. Learn from information on the internet
While information gathering and learning methods using the Internet allow you to learn about a wider range of topics than books, it is also important to note that the quality of information differs because the information on the Internet is a mixture of boulders.
Then, I will explain the learning method and precautions using the Internet.
3-1. Study on the learning page of a securities company
In recent years, many brokerage firms have created learning pages for beginners in equity investment. Therefore, even those who have not purchased books can study the basic knowledge on the Internet.
For example, SBI SECURITIES’stock investment learning page contains the following content, for example.
- Meaning of stock
- Meaning of listed companies
- Funds required for stock investment
- Stock unit
- Meaning of buying stocks and how the stock market works
It can be said that experienced people have few points to learn again, but beginners can understand the basic principles and mechanisms. For those who want to focus on what they don’t understand, those who don’t want to spend money on studying, and those who want to start investing immediately, it is a good idea to study in the article on the website of a securities company.
3-2. Study methods on investor blogs and corporate media
There are also individual investor blogs and stock investment media run by companies on the Internet.
Individual investors’ blogs can be used as a reference for investment methods, stock selection, and specific investment decisions. Another strength is that you can check actual investment behavior, which cannot be understood from commentary articles and books. However, there are some investment methods that strongly reflect the individual’s subjectivity and are not reproducible (such as the experience of buying stocks immediately after the crash and making a big profit), so let’s check the information calmly.
The management policy of stock investment-related media operated by companies differs depending on each company. For example, there are sites that summarize basic knowledge such as online securities learning pages, current affairs information such as economic newspapers, and columns that are the main sites.
3-3. Precautions regarding information on the Internet
When studying on the Internet, be careful of incorrect information and information with a biased view.
While the Internet allows you to freely send information, there are many old and incorrect information and position talks. It is important to sort out the information while carefully checking when the information is, where the source of the information is, whether the analysis method is correct, and who the author is.
Four. Participate in stock investment seminars
You can also study stock investment by attending seminars and study sessions. A stock investment expert will be the instructor and will explain the mechanism and method of stock investment to the participants. Furthermore, at the study session, you can ask questions that you do not understand on the spot, so it is a learning method that is beneficial for those who are not good at self-study.
However, in some cases, these seminars and study sessions teach unique investment decisions and techniques based on the instructor’s subjectivity. Therefore, not all information is useful to each investor.
When participating, it is important to calmly grasp the information and study separately in books.
Summary
There are many ways to learn about stock investment, and each has its own characteristics and suitability, such as paper media such as books and company quarterly reports, blogs of individual investors, web media, and seminars.
When you start studying, first check your own learning level in addition to the learning method. Books and learning content related to stock investment tend to be divided into several trends, such as for inexperienced people who explain the meaning of stocks and for beginners to intermediates who explain investment decisions. It is also important to decide for yourself what information you need at this time.
First, try some learning methods for investing in stocks and find the one that suits you best and is easy to remember and understand.
