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.