The fast track to learning a professional approach to picking stocks for your portfolio
The fast track to learning a professional approach to picking stocks for your portfolio
You know investing can change your financial destiny.
But something's holding you back. Maybe you're...
Spending hours on youtube and reading books trying to teach yourself
Paying for teachers but haven't learned anything practical
Overwhelmed by all the strategies, and want a clear, step-by-step process
Losing money trading and still don't understand what's going on
Imagine how the right investment strategy could transform your portfolio, and your life...
WELCOME TO YOUR NEW INVESTMENT PROCESS
Picking stocks with a professional approach gives you more control over your financial destiny.
Even though stock markets are more competitive than ever, I believe that picking stocks with fundamentals is still the best way to build your wealth with investing. I'll be the first to admit - this isn't the pathway to "get rich quick." There's hard work upfront. You need to be willing to invest your time, energy, and effort to understand businesses and put in place a process to grow your portfolio.
But if you're willing to take this first step, waiting on the other side is...
It's time to seize the
opportunity.
The financial independence you're dreaming about is possible for you - as long as you're motivated, committed, and ready to take action.
To find long-term success as an investor, it's not just about putting money into an investment account. It's about setting up a proven and consistent process to pick the right stocks and grow your portfolio.
Confusing finance words? Overwhelm with strategies? Not with us. We've been there, and we've got your back. It's time to turn your research and analysis into profit - and we're here to make it happen.
An actionable, step-by-step learning program to help you pick stocks with a professional approach.
Hit play to learn more!
What our students say!
Step-by-step
Learning
SIA gives you a proven framework for researching, analyzing, and deciding on companies to invest in, using the exact process I used as a professional equity research analyst on Wall Street. With the tools, training, and methodologies in one place, there's zero guesswork or piercing together random strategies. My step-by-step, hands-on approach is designed to take you from novice to seasoned investor as quickly and efficiently as possible.
VALUE: $4,997
Investment Toolkit
SIA is designed to fast-track your learning as an investor, which is why I've included a comprehensive collection of worksheets and financial templates. These tools cover every aspect of a professional investment process, from research sources to risk assessment. By leveraging these resources, you can skip the time-consuming process of starting from scratch, and focus on refining your investing process.
VALUE: $1,997
Community & Support
We're here for you every step of the way. You'll get access to a private Facebook Community where you can get any of your questions - big or small - answered by me and my team. From personalized feedback on your stocks to guidance on your investment strategy, you'll never feel alone on your journey. You'll also be surrounded by like-minded peers who will support you along the way. With a comprehensive and caring approach, your success is our top priority.
VALUE: $497
Here are some of the financial templates and tools that are waiting for you inside Stock Investor Accelerator:
Hear from SIA students!
Darren's portfolio had approximately 30% gains through the course 🚀
He now feels calm and at ease with a portfolio of quality companies 🧘🏻
You can do this too! It's just about taking the first step and committing to making it happen 💪💫
Welcome to your step-by-step, proven framework to set up your investment process and pick stocks for your portoflio
When you start investing with a process, here's what happens:
You get your time back
Say goodbye to trade screeners, low quality ideas, and following gurus. Your process will help pick the right stocks for your portfolio.
You own your destiny
I know you got into picking stocks to take control of your financial future. You can hone in on your process and change your financial trajectory.
You can make more money
Finally, stop working for money and enjoy the financial freedom that successful stock investing can provide - without sacrificing your precious time.
The result?
More control. More growth. More conviction.
Here's How We Roll:
Get 5 comprehensive modules to help you research, analyze and decide on stocks for your portfolio, while minimizing risk. These step-by-step modules cover everything from financial analysis and research, to strategy and risk assessment using real-life case studies. You will apply what you learn to pick stocks for your portfolio. Lifetime access included.
Our step-by-step tutorials and checklists take you through every step of picking a stock. Whether you're new to investing or an experienced investor, our detailed guidance guarantees you're never lost in the process.
Say goodbye to being in the dark on your stocks. We provide you with market-tested financial templates, frameworks, and real-world examples, to eliminate guesswork and speed up your investment process.
Access to incredible, personalized support from our team inside our private Facebook community.
Plus epic bonuses!
The Modules:
MODULE 1
Financial Accounting + Valuation
See the story behind the numbers as a business owner. Develop a solid foundation in financial accounting and valuation so you can read financial statements and value businesses with ease.
We cover: Using Financial Statements, Estimating Earnings, Estimating the Returns, Valuing the Business, Investing Takeaways
MODULE 2
Fundamental Selection
You'll become a professional analyst in stock research. We'll guide you through the entire due diligence process from start to finish. You'll discover proven frameworks, analysis techniques, and time-saving checklists to fast-track the research process and understand the true reality of the business.
We cover: Business Evaluation, Researching the Stock, Estimating the Earnings, Looking for Quality
MODULE 3
Strategic Evaluation
Become a strategist that picks winners. We'll show you how to analyze an industry, assess competition, and evaluate other elements of business strategy so you can pick out future winners. Say goodbye to guesswork and hello to a real-world framework that will have you picking out quality companies in no time.
We cover: Identifying the Strategic Opportunity, Identify Industry Dynamics, Determining the Key Metrics, Comps Templates
MODULE 4
Decision-Making
Mastering uncertainty and find your edge with conviction. Unlock the power of market-tested analysis methods and templates to identify key drivers and assess the risk vs. reward of the stock. You'll overcome biases and develop a decision-making process to stack the odds in your favor.
We cover: Identifying the Key Drivers, Researching the Factors, Identifying the Critical Factors, Creating Earnings Scenarios, Pricing Risk and Reward, Identifying Valuation Ranges, Pricing Upside and Downside
MODULE 5
Risk Management
Optimizing your portfolio with targeted risk-taking. Learn how to use institutional-level risk management strategies to limit risk and maximize returns. With these tools + guidelines, you'll have a portfolio that's prepared for any market condition.
We cover: Quantifying Risk with Volatility, Measuring the Risk from Factors, Identifying Risk Exposures, Calculating Factor Risk Exposures, Managing Risk with a Portfolio, Sizing Positions, Portfolio Risk Assessment, Optimizing the Portfolio
+ BONUS #1 :
Mastering Valuation Models + Excel Training
Learn the essentials of financial modeling to estimate earnings and value businesses like a professional investor. In this mini-course, you'll get a complete step-by-step process with templates to build practical financial models for valuing stocks. You'll get Excel / spreadsheet training to confidently use financial functions and structure sheets. You'll also become shortcut savvy to build and navigate spreadsheets fast.
VALUE: $497
+ BONUS #2 :
Black Book of Investment Case Studies
If you're like me and want to see actual examples of how things are done in real-life, you'll get exclusive access to investment case studies from my equity research career. These real-life examples of growth, quality, and value / cyclical investments will make it easier and faster for you to recognize the right investments for you and also the red flags that come up.
VALUE: $497
+ BONUS #3 :
Private Calls with Henry Chien
Up to 3 personal 1:1 calls with Henry for 1 month with zero additional costs. We'll start by defining your investment goals, then I'll help you design an investment plan and strategy to achieve your goals as fast as possible, without sacrificing your lifestyle. I'll also provide feedback on your stock ideas and process, so you know you're doing the right stuff. These calls will help you succeed with this program even faster.
VALUE: $1,497
I see it all the time. Retail investors turned off by stocks because it's too much. It requires too much time. Too much energy. Too much trial and error.
And it's true. Mapping out an investment process, from scratch, on your own, requires all those things.
Trust me, I did it.
Hey, I'm Henry!
I help individual investors like you take a professional approach to investing in the stock markets so you can take control of your financial destiny.
I designed Stock Investor Accelerator to be the fastest, simplest, and easiest way to get you a process to pick stocks and grow your portfolio.
That's why it includes over-the-shoulder, step-by-step tutorials to guide you through the actual process so you absorb the knowledge better. That's why there are tools, checklists, financial templates, for you to use right away. That's why there are in-depth case studies, so you can easily apply the process to your stocks.
And once you've mastered how to research, analyze and assess the risk and reward of a stock, you can repeat the process, picking out a list of the right companies for your account that grow your portfolio's value.
That's why lifetime access to the content is included.
Wondering if this is for you?
You're an individual investor who's ready to take their investing to the next level
You're already learning so you're looking to fast-track your stock picking process (hello, investor toolkit!)
You're not afraid of putting in the work or building investment skills
You know markets can be irrational
You're 100% ready to go all-in on picking stocks with a professional process
If you've nodded your head along, then Stock Investor Accelerator is 100% for you.
All I CAN SAY IS THIS:
Stock Investor Accelerator helps individual investors like you develop a successful process for picking the right stocks to grow your portfolio.
If you're ready to transform your portfolio and unlock a future with more confidence, freedom, and mastery, join me today.
TOTAL VALUE: $9982
$1,997
Lifetime access to Stock Investor Accelerator content
Investor's toolkit with financial templates & checklists
Private Facebook Community for support
BONUS #1: Mastering Valuation + Excel Course
BONUS #2: Black Book of Investment Case Studies
BONUS #3: Private Calls with Henry Chien
*Save $200 when you choose the pay-in-full option over the payment plan*
$550
Lifetime access to Stock Investor Accelerator content
Investor's toolkit with financial templates & checklists
Private Facebook Community for support
BONUS #1: Mastering Valuation + Excel Course
BONUS #2: Black Book of Investment Case Studies
BONUS #3: Private Calls with Henry Chien
Frequently asked questions
Here are a few answers to our most common questions
Every great investor has started where you are! The concepts of stock investing are simple. As long as you're willing to learn and apply the steps of the process, you'll be able to pick great stocks!
You'll get instant access to all the content and bonuses of the Stock Investor Accelerator program as soon as you enroll!
You will have access to a online course area with video walkthroughs, financial templates, checklists, and easy-to-follow action steps.
You can learn at your own pace and know that we and the community are there to support you!
The financial templates and checklists are there to speed up the process for you so you can see results ASAP.
This investment process is used by the top investment banks and hedge funds so I'm confident it will level up your investing.
You'll walk through the entire process with real case studies so you know the exact steps to take to evaluate a company and its stock.
The process is designed to help you make better judgments of stocks so that you make more profitable decisions.
You'll have lifetime access to the course!
This course is designed for you! It will fast-track you to become a stock investor, even if you have no financial background.
You'll get tutorials on financial valuation and checklists to guide you through the financial statements.
I am 100% confident in the quality of the Stock Investor Accelerator program. If you are unsatisfied with the course, I'll refund your payment.
I'm happy to answer any questions you may have so you can determine if this course is right for you!
Use the chat icon (on the bottom right) to connect directly to me! Or you can cmail me at hc@henrychien.com and I'll get back to you asap.