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Home /  Courses And Programs / Money Essentials: Your Investment Portfolio: Crafting Your Strategy

Retirement accounts. 401ks and personal savings – All assets within your personal portfolio.  Learn how seasoned investors are generating investment returns to grow their wealth over time. Gain a framework of understanding and craft an investment strategy for yourself.
A portfolio is nothing more, and nothing less, than a collection – a collection of assets.  To have a winning portfolio, you need a clear understanding of fundamental investment principles and concepts.  In this course, you will learn how to:

  • Understand asset classes and how to classify assets by type
  • Evaluate asset allocations and diversification
  • Establish time horizons
  • Measure return and performance
  • Whether, when, and how to rebalance
Handouts will be distributed. Time included for discussion. 

Learning Outcomes:

Gain an understanding of the landscape of investment choices. Compare and contrast characteristics of major asset classes; review a portfolio and classify assets by type; evaluate level of diversification; interpret key measures of investment returns and performance; understand the concept and importance of time horizon.

Course Number: BUSA-80054
Credit: 0.00 unit(s)