Role of Market Risk and Momentum in Stock Returns

​Welcome to Session 9/10 in Helix's Global Financial Education Course

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Tools Needed:

1. ​​​​​Trading View

2. ​​​​​Notebook LM

3. ​​​​​Google Gemini

​​​​​Pre-requisite Learning:

1. ​​​​​Factors affecting stock returns

2. ​​​​​Backtesting & forward testing of returns

3. ​​​​Assessing the Revenue to Cash Flow, Moat, Business Model, and Debt in Listed Stocks

4. ​​​Impact of the Macro Environment & Industry Structure on Stock Returns

5. ​​Impact of Valuations and Greenwashing on Stock Returns

6. ​Impact of KPIs and Forward Look, on Stock Returns

7. ​Who Owns this Stock, and What They Do With It?

8. ​The Role of Sentiment in Stock Returns

​​​​​If you require access to the recordings for these pre-requisites, please email [email protected] to request an invoice for the same. Once the invoice is paid, we will provide you with the link to the respective recording.

​​​​​In this session, we will be assessing the impact of market risk, and momentum. Remember that we have already assessed the impact of institutional and insider holding, so this session brings it all together.

​​​​​By the end of session 9, you would be able to explain the stock returns, for your own portfolio, using:

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Market Beta (Market Risk)

​​​​​Momentum (Volumes)

​​​​​Size

​​​​​Value

​​​​​Investment
Eco-Efficiency

​​Profitability

​​Integrity & Health