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Investing in stocks : Step-by-step to the optimal portfolio
Rating: 4.6 out of 5(95 ratings)
3,935 students

Investing in stocks : Step-by-step to the optimal portfolio

en/es/fr Learn as a beginner to utilize Modern Portfolio Theory, get optimal risk-return and succeed on the stock market
Created bydr Jonas Birch, C programming ninja
Last updated 4/2025
English
EnglishSpanish

What you'll learn

  • You learn the most important secret of Wall street investors, in the first 3 minutes of the course.
  • Learn Modern Portfolio Theory.
  • Learn how to balance your portfolio for high returns with an optimized level of risk.
  • Learn how to make money, long term, on the stock market.
  • Learn in a step-by-step tutorial how to find out the best distribution of your different stock, to achieve an optimized risk-return.
  • Learn by watching the instructor invest his own money, according to the theories taught in this course.

Course content

1 section • 11 lectures • 1h 58m total length

  • Intro0:34

    Follow along as Dr. Jonas Birch uses his own money to invest in stocks, applying modern portfolio theory and showing week-by-week stock performance.

  • The stock market2:23

    Learn to make money on the stock market by building a portfolio of several stocks and following the professional buy-and-sell rules used on Wall Street.

  • Risk2:58

    Explore how risk means uncertainty and price fluctuations in stocks, and how portfolio diversification through stock quantity and inter-stock correlations limits loss and enhances returns.

  • Distribution8:32

    Implement modern portfolio theory to optimize stock distributions, achieving the same returns with lower risk through diversification across 30 stocks, potentially down to about 2% risk.

  • Selection 18:21

    Diversify across markets and cap sizes, starting with large-cap U.S. stocks. Build a 30+ stock portfolio through a selection process within modern portfolio theory, emphasizing long-term growth and low risk.

  • Selection 28:31

    Build a long-term, low-risk stock portfolio using a color-coded selection that highlights positive performance over 3 months, 1 year, and 3 years, then save tickers to a US portfolio file.

  • Statistics 17:13

    Explore collecting daily historical stock prices for a year from Yahoo Finance, building a multi-stock Excel sheet, and downloading CSV data to support modern portfolio theory.

  • Statistics 212:13

    Learn to consolidate multiple stock CSV files into a single multi-column workbook of adjusted close prices, using text-to-columns, a mac/linux script, and table naming for easy return calculations.

  • Returns15:12

    Learn to calculate daily stock returns from adjusted close prices, format the data as a table, compute average daily returns, and prepare a summary sheet for excess returns.

  • Variance-Covariance matrix24:55

    Explore how to compute excess returns, standard deviation, variance, and the variance-covariance matrix in Excel, using array formulas and the modified Sharpe ratio.

  • Portfolio risk27:21

    Explore how to compute portfolio returns and risk with weights, a variance-covariance matrix, and solver to optimize diversification and maximize the sharpe ratio.

Requirements

  • No previous knowledge needed. Everything will be explained step-by-step.
  • You need some tool in order to perform calculations (MS Office, Pages, Google Sheets or at least pen/paper and a hand-held calculator).

Description

EN The course is in English with High quality English subtitles available.

ES Los subtítulos en español están disponibles. (Por favor, desplácese hacia abajo para obtener información en español)

FR Les sous-titres français sont disponibles.


Investing in Stocks : Step-by-step tutorial to the optimal portfolio

How do you make money, long term, on the stock market? Is it a gamble?

No, it's all about increasing your probabilities to succeed. A very small percentage of higher returns, or lower risk, will accumulate over time and turn into real money.


You do need to avoid the "don'ts" though and learn to optimize your stock portfolio with regards to risk. You learn all this in a short, practical crash course where you step by step will learn how to calculate your distribution of stock according to Modern Portfolio Theory, the ruling financial theory of Wall Street investors, and the likes.


You will also be following me along when I invest my own real money, according to the theories taught in this course. And you will see, on a week by week basis, how my stock portfolio is doing.


Welcome to this course, you will not be disappointed. Enroll now or try out the free sample previews.


Course contents:


  1. Intro

  2. The stock market

  3. Risk

  4. Distribution

  5. Selection 1

  6. Selection 2

  7. Statistics 1

  8. Statistics 2

  9. Returns

  10. Variance-Covariance matrix

  11. Portfolio risk

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Invertir en acciones : Tutorial paso a paso para la cartera óptima

¿Cómo se gana dinero, a largo plazo, en bolsa? ¿Es una apuesta?

No, se trata de aumentar tus probabilidades de éxito. Un porcentaje muy pequeño de mayor rentabilidad, o menor riesgo, se acumulará con el tiempo y se convertirá en dinero real.


Sin embargo, debe evitar lo que no debe hacer y aprender a optimizar su cartera de acciones en lo que respecta al riesgo. Todo esto lo aprenderás en un breve y práctico curso intensivo en el que paso a paso aprenderás a calcular tu distribución de acciones según la Teoría Moderna de Carteras, la teoría financiera dominante entre los inversores de Wall Street y similares.


También me seguirás cuando invierta mi propio dinero real, de acuerdo con las teorías enseñadas en este curso. Y verás, semana a semana, cómo va mi cartera de acciones.


Bienvenido a este curso, no le decepcionará. Inscríbase ahora o pruebe las vistas previas de muestra gratuitas.


Contenido del curso:


1. Introducción

2. El mercado de valores

3. Riesgo

4. Distribución

5. Selección 1

6. Selección 2

7. Estadísticas 1

8. Estadísticas 2

9. Devuelve

10. Matriz de varianza-covarianza

11. Riesgo de cartera



Who this course is for:

  • This course is for people who want to make money long-term on the stock market.

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