Chapter 1. Investment Philosophy and Process
Chapter 1 PowerPoint slides Chapter-1-Investment-Philosophy-and-Process (3)
Chapter 2. Stock Selection
Chapter 2 PowerPoint slides Chapter-2-Stock-Selection (1)
Chapter 2 Spreadsheet chapter 2 xls
Chapter 3. ETFs, Bonds, Derivatives
Chapter 4. Portfolio Construction
Chapter 5. Performance Evaluation
Chapter 6. Trading and Operations
Chapter 7. Presentations
Chapter 7 Example Presentations chapter 7 material
Chapter 8. Tools
Appendix 1. Advisor Guide to organization of a SMIF
Appendix 2. Forums, Symposiums, and Competitions
New Chapter December 2022: International International chapter
International Chapter PowerPoint SMIF International Investing draft final
New Chapter December 2022: ESG ESG Chapter
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