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)
Related Certificate Programs: Healthcare Financial Analysis
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4/27/2023 - 5/18/2023
$105
Live Online
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CLASS TYPE:
Synchronous web-based class meetings that are scheduled to meet online at published times (time/date).
INSTRUCTOR:
Campbell, Janet
Janet L. Campbell is Abunda Financial's lead advisor for wealth management and investment counsel. After years of experience as a securities analyst, portfolio manager and consultant for leading national firms, Ms. Campbell became a registered investment advisor (RIA) in 2001 and launched her private financial services firm, subsequently named Abunda Financial, LLC. Before launching the firm, Campbell worked as an Analyst and Portfolio Manager with various money management firms that served both individual and institutional clients. Her professional history also includes having been a sell-side securities analyst providing research coverage of lodging, office/industrial and retail real estate investment trusts (REITs) and corporations; and, an investo...Read More
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POLICIES:
No refunds after: 4/28/2023.
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NOTE:
Save $25 off the regular enrollment fee.
Enter Discount Code: early25sp
For more info: AcctgTaxProgram@ucsd.edu.
| DATE | DAY | START | END | LOCATION |
|---|
| 4/27/2023 | Thu | 6:00 p.m. | 7:30 p.m. | |
| 5/4/2023 | Thu | 6:00 p.m. | 7:30 p.m. | |
| 5/11/2023 | Thu | 6:00 p.m. | 7:30 p.m. | |
| 5/18/2023 | Thu | 6:00 p.m. | 7:30 p.m. | |
There are no sections of this course currently scheduled. Please contact the Business, Professional & Legal Programs department at 858-534-8131 or unexbusa@ucsd.edu for information about when this course will be offered again.