VestU 201 - Investment Assets
What you'll learn
- You will learn key lessons from investment asset history, and understand the relative merits and risks among global stocks and bonds.
Requirements
- Most students would be well served to complete the "VestU 101 - Investment Principles" course prior to taking the "VestU 201 - Investment Assets" course.
Description
Certain assets have performed better than others over time, and some can cause angst as they fluctuate because of financial market behavior. Every investor needs to know enough about specific assets to make a judgment about their suitability for their personalized investment plan. Independent of whether an individual intends to self-guide their investments or work with an advisor, preparation for these decisions requires understanding the performance and behavioral characteristics of specific assets thru time. A wide array of different assets are examined to reveal their prospective ability to add value, enhance diversification, or control risk within a portfolio.
Upon completion of this curriculum, you will end up with a realistic menu of potential investment assets for consideration. Best of all you will understand the pros and cons of selecting them. The specific asset reviews will also serve as a handy reference when an individual considers modification of their investment plan.
Who this course is for:
- Anyone interested in improving their investment outcomes.
Course content
- Preview06:50
- Preview03:42
- 5 questionsWhat we know about Investment Assets Quiz
Instructor
![Michael & Ted Patrick](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.1 Instructor Rating
- 31 Reviews
- 101 Students
- 3 Courses
Michael Patrick holds two degrees from Harvard University (B.A. and MBA) and has been investing professionally for 30 plus years. He supervised large endowments as Executive Vice Chancellor for Asset Management at The University of Texas System and as Chief Investment Officer for The Meadows Foundation. He currently runs an investment consulting firm in Dallas advising foundations and charitable organizations.
He has served on the board of directors of numerous companies including Cameron International Corporation (NYSE:CAM), where he was Chairman of the Audit Committee for over 15 years. On April 1, 2016 Cameron International Corporation was acquired by Schlumberger Limited (NYSE:SLB). He served in the U.S. Navy as a diving and demolition officer with a final rank of Lieutenant.
Ted Patrick holds an engineering degree from Vanderbilt University and has been writing software professionally for over 25 years. He currently runs a software consulting firm in Austin, Texas. His employment experience includes Adobe Systems, Barnes & Noble, Sencha Inc. and several startups.