Strategic Investing CORE: Position Management
COURSE
Strategic Investing CORE: Position Management
Learn how to manage your portfolio positions through position sizing, stop loss orders and more.
In this course we focus on how to mange your base portfolio through position sizing, stop loss orders, scheduled rebalancing and dollar cost averaging. We start this course by helping you understand the benefits how to use position sizing to help maintain diversification. Then we explore stop losses as a tool to help prevent your investments from dropping below acceptable levels… even when you are not watching. Losses are inevitable. What’s important is to understand how to manage those losses. In addition to stop losses, which cover short-term stock movements, regularly scheduled rebalancing and dollar cost averaging can help you course your investing goals and take some of the emotion out of your trading.
In this course, you will learn:
- How to balance your portfolio with appropriate position sizing
- The secret to protecting your trades with stop-loss orders
- Why it is critically important to maintain your desired levels of diversification with scheduled portfolio rebalancing
- How to add more money to your portfolio through scheduled contributions
Once you have completed this course you will:
- Feel comfortable taking a vacation knowing your investments are protected by stop-loss orders
- Be able to impress your high-school math teacher with your portfolio rebalancing abilities
More Information
| Difficulty Level: | Easy |
| Modules: | 4 |
| Lessons: | 16 |
Course Syllabus
Strategic Investing CORE: Position Management
| Module 1 | Balance Your Portfolio with Position Sizing | |
|---|---|---|
| Diversification in investments doesn't do you much good unless your money is thoughtfully distributed across those various investments. Putting 90 percent of your money in one investment and the other 10 percent in your remaining investments won't do you much good. | ||
| Lesson 1 | Reading: Balance Your Portfolio with Position Sizing, Not Dollar Cost Averaging | |
| Lesson 2 | Video: Position Sizing (8:41) | |
| Lesson 3 | Quiz: Position Sizing | |
| Lesson 4 | Assignment: Determine Position Size in a Portfolio | |
| Module 2 | Protect Your Portfolio with Stop Losses | |
| While it's never a fun prospect to think about, the fact is, sometimes your investments will lose value. The trick is to not let them lose too much value. Stop losses are an incredible tool to help prevent your investments from dropping below acceptable levels... even when you are not watching. | ||
| Lesson 1 | Reading: Protect Your Portfolio with Stop Losses | |
| Lesson 2 | Video: Stop Loss Orders (7:59) | |
| Lesson 3 | Quiz: Stop Losses | |
| Lesson 4 | Assignment: Set Up a Stop Loss Order | |
| Module 3 | Maintain Your Discipline with Scheduled Rebalancing | |
| While you don't have to be monitoring the base of your portfolio every day, you do need to check in on it on a regular basis to make sure you are maintaining an appropriate balance in your investments. Scheduled rebalancing helps you not only stay on track to achieve your investing goals but also take the emotion out of your trading. | ||
| Lesson 1 | Reading: Maintain Your Discipline with Scheduled Rebalancing | |
| Lesson 2 | Video: Scheduled Rebalancing (5:13) | |
| Lesson 3 | Quiz: Scheduled Rebalancing | |
| Lesson 4 | Assignment: Rebalance A Portfolio | |
| Module 4 | Add to Your Base with Scheduled Contributions | |
| Using scheduled contributions is a time-tested methodology for adding new funds to your current investments without having to deal with the anxiety-producing prospect of trying to time the market. Stay the course and put your money to work for you. | ||
| Lesson 1 | Reading: Add to Your Base with Scheduled Contributions | |
| Lesson 2 | Video: Scheduled Contributions (4:20) | |
| Lesson 3 | Quiz: Scheduled Contributions | |
| Lesson 4 | Assignment: Set Up A Contribution Schedule | |