Portfolio Creation and Management with Financial Modeling

This course has two primary objectives. The first is to enable investors to focus on value-oriented, high-quality companies on the Stock Exchange. There are several ways to achieve this, but the primary method is the screening process used by analysts and large investors. Value investors like Warren Buffet and Charlie Munger have repeatedly emphasized the importance of finding companies that meet their criteria through stock screening.

To accomplish this, financial criteria and a financial model are necessary. With a few simple criteria, investors can create a pool of companies with high potential, strong financial structure, and reasonable market multiples. Thus, investors can focus more on qualified companies that meet specific criteria rather than chasing hundreds of companies. They can also form a portfolio from these selected companies and update it during financial reporting periods to achieve stable returns over the long term. This is a proven fact and has been occurring in markets for years. Additionally, you will clearly see how long-term value is created in this course.

Another goal of this course is to show that, even if you have intermediate financial literacy, you can create and manage a portfolio of quality companies without relying on anyone, using a simple approach and a systematic method.

In any field, being trained and more equipped always provides an advantage. As you will see in this course, forming a portfolio by selecting quality companies rather than chasing stock prices always benefits the investor. When an investor creates a qualified portfolio independently and gains returns, their confidence grows, they remain calmer amid market fluctuations, and they can see opportunities more clearly. With more knowledge and better preparation, you will know what to do in the Stock Exchange, opening doors to making the right decisions.