
Define your personal investment profile by clarifying why you invest, your investment horizon, and risk tolerance to shape an aligned portfolio and clear long-term direction.
Determine your risk tolerance before advancing to phase two. Explain low, medium, and high risk tolerance; emphasize honesty; and introduce a worksheet to determine your personal investment profile.
Own a piece of a company and share in its profits through dividends or stock price appreciation, while understanding risk, supply and demand, and the risk-return trade-off relative to bonds.
Learn the basics of real estate investing through REITs, enabling passive, computer-based exposure to properties like malls and data centers, with stock-like risk and potential high rewards.
Explore the risk versus return concept, the value of a long-term time horizon, and diversification across stocks, bonds, and real estate with low correlations.
Compare active vs passive mutual funds and show why low-cost index funds capture market returns with far less fees, avoiding underperforming active managers.
Discover the benefits of index funds: immediate diversification, low costs, and easy, passive investing. Understand the tradeoffs, including end-of-day trading and the goal to match rather than beat the market.
Large cap stock index funds deliver strong returns with lower volatility, forming a stable core for portfolios and showing long-term growth with quick crisis recoveries.
Analyze large-cap index fund holdings by geography and sector while prioritizing low fees and no-load options; diversify across developed markets to reduce risk and boost returns.
Large cap stocks defined as market cap over 10 billion offer strong returns with lower activity; suitable for many investors, with diversification and no-load funds under 0.30% expense.
Explore the benefits of mid-cap stocks, including strong growth potential and higher long-term returns than large-cap, high-dividend stocks, bonds, or REITs, along with a favorable risk-reward profile.
Mid-cap stocks offer higher long-term returns than large caps and a better risk-reward profile, especially in diversified funds with 50+ stocks, no-load, and expenses under 0.50% for a 10-year horizon.
Discover how small-cap stocks deliver very high long-term returns and outperform most other stock types. However, they carry higher volatility than bonds and other assets.
Explore the drawbacks of small-cap stocks, including high volatility, underperformance versus mid-cap stocks and real estate over long periods, and a weaker risk-reward profile indicated by the Sharpe ratio.
Explore why bonds offer the lowest long-term returns and are not risk-free. Know the main risks: interest rate risk and credit risk, and how shorter horizons help.
Evaluate how bonds fit a portfolio by their low volatility, low correlation with stocks, and steady returns, and decide allocation based on horizon and risk tolerance.
Invest in real estate and REITs to boost long-term returns and dividends in your portfolio, while benefiting from low correlation to other assets and minimal physical ownership.
Explore how to pick the best real estate investment trust by analyzing diversification across 50+ holdings, geographic and sector exposure, dividend yield, and a low 0.50% expense ratio.
Real estate belongs in a portfolio for returns and dividends with low correlation, without owning property, while noting tax drawbacks and higher volatility, and advocating up to 20 percent allocation.
Explore a life-cycle approach to building a low risk portfolio for long horizons. Tailor asset mixes—bonds, real estate, US large cap stocks, international stocks, and high dividend stocks—for growth.
Thank you for following the course! I hope you enjoyed it.
Don't forget to leave a review, it would help me enormously!
Kind regards,
Jari Roomer
Founder GetGo Investing
Join over 1,140+ students just like you who’re having massive success with Passive Investing using this exact course (and learning to earn a profit on autopilot right away!)
Student Reviews:
'This is by far the best course on investing on Udemy' - Hamid Mahmood
'What I have watched, this material is superb. No matter if you are a newbie which can grab this information for better use and more mature investor. The tips on fees and historical statistics pay the course.' - Diana Chan (5/5 Stars)
'Great comprehensive course for the basics of passive investing, definitely covers quite a bit! Helped me massively.. I have already opened an account and started investing.. Will look to now further my studies in this field. Thanks Jari' - Avinash Verma (5/5 Stars)
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How would you like to have your own passively managed stock portfolio, that takes a day to set up, constantly works for you, grows your money and costs only 10 hours a year to manage?
I know it may sound too good to be true, because the method of investing that most people attempt is to find a needle in a haystack. They try to find that one company that they think will outperform the market and they do so by spending weeks analyzing different companies before making a decision. The painful truth is:
For the majority of investors this turns out to be the wrong decision and they end up losing.
I do things differently..
I putt the odds of winning in my favor as I approach my finances by this creed:
"Invest your time actively and your money passively. It's the best kept secret in the world." - Michael LeBoeuf, Ph.D., author of The Millionaire In You
That's solid advice. And more and more people are heeding this advice because passive index investing has gained MASSIVE popularity over the past half a decade.
Why is this?
It's very simply because of money and time.
Passive investing earns more money.
Passive investing costs almost ZERO time.
More and more investors are waking up to the fact that, for years and years now, passively managed funds have outperformed active investors across the board.
Even the most popular ACTIVE investor in the world, Warren Buffett, encourages investors to switch to a passive way of investing their money.
He said: ''most investors would be better off investing their money in a low-cost index fund''.
And that's because he knows that most people aren't him.
Most people just don't have the time and skill to perfect the art of value investing like Warren Buffett has..
And a passive investing strategy provides a nearly perfect answer. It requires a lot less effort and time than an active strategy and earns much more money in the end. Total win-win.
With that being said, you will need to take certain specific steps in order to set up the best possible portfolio for your personal situation. And those steps are perfectly laid out in this course.
AFTER COMPLETING THE COURSE YOU WILL:
Have your own automated, highly profitable money-making machine (stock portfolio) that will earn you money 24/7
Have the ability to earn money while you sleep. Literally.
Radiate financial confidence
Have the ability to pass on your knowledge to your children or other people YOU want to see financially well off
Have the ability to construct Passive Portfolios for those you want to grant some financial security in the future
and much, much more.
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Student Reviews:
'I am a newbie to investing. I read some other books and articles but I couldn't understand the essentials as easy as I did with this course. the tips and recommendations are very helpful.' - Tammy Cheung
'A detailed look at investing that was just the right for me. I learned a lot and will go back to review to keep learning. An excellent course - worth a look.' - Frank DeSwart
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If you watch all 3 hours of the course and take bold action as you follow the steps in the course you WILL have your own portfolio and you WILL be outperforming 90% of all investors in the most relaxed and low-effort way possible.
"The evidence is clear that the vast majority of individual investors would improve their outcomes if they adopted the passive strategy." - Larry Swedroe, author of Think, Act, and Invest Like Warren Buffett
The Benefits of Passive Investing :
High Returns : Did you know that the average individual earns only 2.9% per year? That’s ridiculously low. Passive investing earns 3X that amount.
Time Efficient : You don’t need to put in a lot of time. Spending only a couple of hours per year is enough.
Automation : Passive investing = automated investing. You can basically earn money while you sleep (or do something more productive, for that matter)
Low Costs : The costs of passive investing are much lower compared to other strategies. This will literally save you thousands of dollars in the end.
Accessibility : You can already start investing with a hundred dollars, you don’t have to put in a lot of time and you don’t have to be a rocket scientist to start. It's and everyman's strategy.
“Most investors beat themselves by engaging in mistaken stock market strategies rather than accepting the passive buy-and- hold indexing approach (..). The way most investors behave, the stock market becomes a loser’s game.” - Burton Malkiel, author of A Random Walk Down Wall Street
A small selection of the topics covered:
The power of compound interest
The essentials of Index funds
The essentials of ETF’s
How to use large-cap stocks
Effective Diversification
How to use REITs
How to use mid-cap stocks
A bit of personal finance
Evaluating your risk tolerance levels
Determining your investing time horizon
Full automation (investing automatically)
How to use small cap stocks
Effective broker selection
Cost minimization
Self-awareness & characterization
More
More
More
I'll also give you:
A list of my best performing index funds
A list of recommended brokerage firms/investing platforms
A personal finance template
Look over my shoulder as I walk you through all of this and more in a step-by-step way so you can follow along and have a passive portfolio working for you in less than a day!
I'll see you on the inside!
Jari Roomer
Investor and Entrepreneur
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Student Reviews:
'Very thorough, exceeded my expectations. Great explanations of the various asset classes, including their risks and rewards.' - Chris Ross
'A detailed look at investing that was just the right for me. I learned a lot and will go back to review to keep learning. An excellent course - worth a look.' - Frank DeSwart