VestU 301 - Portfolio Implementation
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
- Preview06:49
- 3 questionsYour Investment Plan 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.