Udemy - Investor's Mental Math - Sip, Lump Sum and Recovery

Investor's Mental Math : Sip, Lump Sum & Recovery

https://WebToolTip.com

MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 2.21 GB | Duration: 1h 15m

Verify SIP projections, annualise returns & decide SIP vs lump sum — all in under 30 seconds, no calculator

What you'll learn
Annualise any return for 3-month, 6-month, and 2-year holding periods in under 10 seconds
Calculate exactly how much recovery a portfolio needs after any percentage fall
Verify any SIP corpus projection using the 5-number benchmark table
Scale the benchmark for any SIP amount using a single multiplication
Work backwards from any target corpus to find the required monthly SIP
Understand when lump sum mathematically beats SIP — and when SIP wins
Apply the 3-step SIP vs lump sum checklist to any extra income or windfall in 30 seconds
Identify and close the funding gap between your current SIP and your retirement target

Requirements
Basic familiarity with what a SIP is (no advanced finance knowledge needed)
ability to multiply and take square roots mentally (covered in course)