The Portfolio Playbook: Build Winning Investment Portfolios

Portfolios 100 Introduction

Our unique methods for translating complex investing statistics into an easy to follow portfolio building method.

Find out the basics of our research and testing. Learn what we coach and why.

Find out what you should consider when building a strategy for your portfolio.

Understand your risk profile and how to build portfolios that match it.

Portfolios 100 Recap

Find out how to get your risk aversion score from RiskAversionQuiz.com. The quiz is multiple choice and only 8 questions long.

Portfolios 200 Introduction

Learn more about the fundamental metrics and the math that makes them work.

Benchmarking indexes is important. Learn why to learn how to leverage them for yourself.

If you're going to invest directly in stocks, learning to manage the risk in your portfolio is important. Learn how portfolio grades work.

Investment managers don't just pick stocks. They learn how to arrange them in ways that put them in the best position to succeed. Many retail traders don't apply portfolio optimization and risk aversion techniques and that can be the difference between producing sustained returns and just getting lucky. 

Portfolios 200 Recap

Learn how to build a sample portfolio at PortfolioExaminer.com using some of the most traded stocks. Create an account for Free and gain access to our tools and all stocks traded on the NYSE and the Nasdaq. Build and track virtual portfolios to gain experience and build trust with our methods. Invite your friends to compete against them and see who can build the best portfolios.

Portfolios 300 Introduction

Financial statements are important. Learn more about the Income Statement and the Balance Sheet.

The Statement of Cash Flows is more than just another statement. It's the foundation for most Wall Street valuations. Learn how it's leveraged to value companies.

Learn the ins-and-outs of being a shareholder and what certain terms mean when it comes to your investments.

Publicly traded companies are required to submit regular reporting. Learn how to find it and what's shared.

Portfolios 300 Recap

Portfolios 400 Introduction

Learn about our strategies, how they've performed the last few years and how you can leverage them when selecting assets for your portfolio.

We take a look at the GameStop story and expand on day trading.

The marketplace is going to offer you a variety of ways to invest, here are a few other basic items you need to consider.

Learn about other types of investment products so that you're better prepared to manage market downturns.

Retirement is a goal for most but how do you get there and when you get there, what do you need to be aware of?

Once you have wealth, how do you live off of it and set it up so that you can leave a legacy for future generations?

Portfolios 400 Recap

Portfolios 500 Introduction

Basic definitions to better understand how to define what you're exploring.

Changes in monetary policy can impact your investments. Learn where to look and what to watch for.

Foreign exchange is the trading of currencies. By learning to monitor the strength of currencies you'll be more informed on where investment will flow and be able to select investments that are best positioned for growth.

Economics can help us better understand the greater marketplace. By attempting to look at trade through its lenses, it allows us to interpret how well systems produce desired outcomes.

Portfolios 500 Recap

Portfolios 600 Introduction

Helping you better understand the investing landscape before you get started.

Portfolio Degree Investments Training Program - Final Recap