VestU 301 - Portfolio Implementation
4.9 (2 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
27 students enrolled

VestU 301 - Portfolio Implementation

Guides an individual through the process of developing a personalized investment plan including asset selection
4.9 (2 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
27 students enrolled
Last updated 5/2018
English
English [Auto-generated]
Current price: $13.99 Original price: $19.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • You will learn how to develop and maintain a personalized investment program tailored to your need for portfolio growth and tolerance for risk.
Requirements
  • Most students would be well served to complete the "VestU 101 - Investment Principles" and "VestU 201 - Investment Assets" courses prior to taking "VestU 301 - Portfolio Implementation" course.
Description

Portfolio Implementation uses knowledge gained from the previous courses, and guides you through the process of designing a personalized investment plan. You will develop a strong personal sense for the primary decision of how much to allocate to stocks and bonds. You will also be positioned to make specific asset selections, and understand how to mix different assets to diversify and potentially improve your long-term investment returns. The curriculum uses a methodology that provides structure and realism to assist your decision making.

This course takes you from the "practice field" to the "game". You will be capable of self-guiding your investments, but if you use an advisor or broker, you will experience improved interactions and outcomes.

Who this course is for:
  • Anyone interested in improving their investment outcomes.
Course content
Expand all 34 lectures 02:14:48
+ What Percent in Stocks?
8 lectures 21:01
Introduction
01:19
Growth and Drawdown - The Dilemma
06:00
Controlling Growth and Drawdown
03:44
Asset Mix and Reward
01:11
Real Growth and Inflation
02:26
Asset Mix and Drawdown
02:45
Risk/Reward
02:29
Summary
01:07
What Percent in Stocks Quiz
7 questions
+ Allocating Stock Components
2 lectures 12:52
Conceptualizing Stock Allocation
04:31
How Many Funds to Use?
08:21
Allocating Stock Components Quiz
5 questions
+ U.S. Stock Component Selection
6 lectures 24:14
Components for Consideration
01:12
Large-Cap Stocks
04:17
Total Stock Market Funds
04:13
Small-Cap Stocks
05:47
REITs
03:36
Market's Stock Allocation
05:09
U.S. Stock Component Selection Quiz
5 questions
+ Enhancing and Diversifying U.S. Stocks
3 lectures 15:26
Allocation Structures and Components
07:23
Assembling the Stock Allocation
04:27
Summary
03:36
Enhancing and Diversifying U.S. Stocks Quiz
3 questions
+ International Stock Allocation
5 lectures 13:51
Rationale
01:03
Allocation Size Decision
04:45
Component Assessment
03:46
Mixing International Components
03:42
Summary
00:35
International Stock Allocation
3 questions
+ Bond Component Selection
1 lecture 03:28
Bond Component Selection
03:28
Bond Component Selection Quiz
5 questions