STOCK MARKET 3

Learn what is involved in managing an investment portfolio that meets your goals overtime.

Course curriculum

1. What you should already know
2. What you should already have
3. What is in this course
1. Overview of the economy
1. What are macroeconomic factors?
2. What are economic sectors?
3. What are economic cycles?
1. What is the best way to understand risk and return?
1. What is an Investment Portfolio?
2. What are asset classes?
3. What is the best way to keep your Investment Portfolio aligned with your goals?
4. Test your knowledge
1. Financial math formulas
2. Online financial calculators
3. Risk tolerance assessment tools
4. Tools for loss mitigation
5. Rebalancing tools
1. Remember your investment goals
2. Understand how each asset class works
3. Apply financial math formulas to each asset class
4. Create a balanced and optimized portfolio to meet your goals
5. Analyze the performance of your portfolio overtime
1. Evaluate how your investment portfolio is doing in relation to your goals
2. Do you have enough investment capital to make this work?
3. Do you have enough time to make this work?
4. Do you have enough training and preparation to make this work?
5. Do you have enough patience to make this work?
6. What is the best way to celebrate success along the way?