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Building Your Investment Portfolio
Create, manage, and rebalance an investment portfolioPreview the first lesson free — get full access to all 6 lessons.
Essential Provider : Matthew Johnston 6 Lessons · 21m in Arabic, English, Spanish
Course Description
Do you have financial goals in mind for your future? Whatever they may be, investing is a great way to work toward meeting these goals. But you have many different options to consider when you want to enter the world of investing. How do you craft a successful investment strategy? It can be daunting to think about potential risks and threats to your investments, but the investment choices you make play a pivotal role in determining how efficient and successful your investment strategy is. With your investment goals in mind, you can look at your time horizon, tax situation, and financial goals to understand what kind of returns you can get over time. So how do you begin this investment journey?
In Building your Investment Portfolio, you’ll learn about establishing clear goals for an investment portfolio and how to make investment decisions that align with these goals. You’ll explore how to determine your risk tolerance, and you’ll learn about common assets used to build portfolios, including stocks, bonds, funds, alternative investments, and cash or cash alternatives. By the end of this course, you’ll be able to rebalance and monitor your portfolio to stay aligned with your goals.
What You'll Learn
- Identify and understand different types of investment portfolios
- Establish clear goals and determine your risk tolerance
- Choose an investment account that aligns with your goals
- Select and allocate assets across stocks, bonds, funds, alternative investments, and cash alternatives
- Review and rebalance your portfolio to stay aligned with your goals
- Explain the benefits of asset allocation
Key Takeaways
- The investment choices you make play a pivotal role in determining how efficient and successful your investment strategy is.
- Establishing clear goals for an investment portfolio guides investment decisions that align with those goals.
- Considering your time horizon, tax situation, and financial goals helps you understand what kind of returns you can get over time.
- Portfolios can be built from common assets including stocks, bonds, funds, alternative investments, and cash or cash alternatives.
- Routine portfolio assessments and adjustments, including rebalancing, help keep a portfolio aligned with your goals.
Frequently Asked Questions
What will I learn in this course?
You'll learn about establishing clear goals for an investment portfolio, determining your risk tolerance, choosing an investment account, selecting and allocating common assets such as stocks, bonds, funds, alternative investments, and cash or cash alternatives, and reviewing and rebalancing your portfolio to stay aligned with your goals.
Who is this course for?
It is for people who have financial goals for their future and want to use investing to work toward them, and who want to understand how to craft a successful investment strategy.
What asset classes does the course cover?
The course covers common assets used to build portfolios, including stocks, bonds, funds, alternative investments, and cash or cash alternatives.
How is the course structured?
The course includes lessons on an Introduction; Establishing Goals and Determining Your Risk Tolerance; Choosing an Investment Account That Aligns With Your Goals; Selecting and Allocating Assets; Reviewing and Rebalancing Your Portfolio; and a Test Your Knowledge assessment.
What skills will I gain from this course?
You'll build skills in asset management, diversification (investing), financial management strategy, and portfolio investment.
