Strategic Investing CORE: Diversification
COURSE
Strategic Investing CORE: Diversification
Learn how to build a strategically diversified portfolio for any market.
If you’re like most investors, your portfolio isn’t working nearly as hard as it should. In this course, we walk through the steps to customize a strategic portfolio that can help you accomplish your investing goals. Questions we consider: How diversified is your portfolio? Is your portfolio protected from the downside shocks that may hit it in the future? Are you diversified with stocks, bonds, commodities, real estate, precious metals and a little cash? Diversifying your portfolio horizontally among various asset classes is a great start to building a solid foundation for investing success. However, you also need to vertically diversify in each of those asset classes.
In this course, you will learn:
- The benefits of three different types of diversification: horizontal, vertical and strategic
- How to determine your own investment style and need – because no two investors are exactly alike
- How to implement our 4-step strategic portfolio process on your own terms
Once you have completed this course and implemented the concepts, you will:
- Have the confidence you need to take control of your own portfolio
- Feel the peace of mind that comes from having a plan that is tailor-made for you that you can implement on your own
More Information
| Difficulty Level: | Easy |
| Modules: | 3 |
| Lessons: | 12 |
Course Syllabus
Strategic Investing CORE: Diversification
| Module 1 | Spread Your Risk with Horizontal Diversificiation | |
|---|---|---|
| How diversified is your portfolio? Sure, you may own some stocks and some bonds in a couple mutual funds, but is that true diversification? Is your portfolio protected from the downside shocks that may hit it in the future? In today's hyper-connected financial world, if you don't own stocks, bonds, commodities, real estate, precious metals and a little cash, you aren't nearly diversified enough. Luckily, it's easy to make each one of these asset classes a solid part of your diversification strategy. | ||
| Lesson 1 | Reading: Horizontal Diversification | |
| Lesson 2 | Video: Horizontal Diversification (7:39) | |
| Lesson 3 | Quiz: Horizontal Diversification | |
| Lesson 4 | Assignment: Determine The Correlation Between Two Stocks | |
| Module 2 | Strengthen Your Portfolio with Vertical Diversification | |
| Diversifying your portfolio horizontally among various asset classes is a great start to building a solid foundation for investing success. However, if you really want to maximize your portfolio's performance, you also need to vertically diversify the investments you make in each of those asset classes. | ||
| Lesson 1 | Reading: Strengthen Your Portfolio with Vertical Diversification | |
| Lesson 2 | Video: Vertical Diversification (6:56) | |
| Lesson 3 | Quiz: Vertical Diversification | |
| Lesson 4 | Assignment: Identify the Unsystemic Risk in a Stock | |
| Module 3 | Boost Your Returns with Strategic Diversification | |
| Sometimes, buying and holding a diversified portfolio is all you have to do to make money in the markets. At other times, deploying a few diversified trading strategies in your portfolio is required to meet your investing goals. Whether you are looking to generate additional income or accelerate the growth in your portfolio, there is an investing strategy that will work for you. | ||
| Lesson 1 | Reading: Boost Your Returns with Strategic Diversification | |
| Lesson 2 | Video: Boost Your Returns with Strategic Diversification (4:25) | |
| Lesson 3 | Quiz: Strategic Diversification | |
| Lesson 4 | Assignment: Strategic Diversification Practice | |