Udemy
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
Development
Web Development Data Science Mobile Development Programming Languages Game Development Database Design & Development Software Testing Software Engineering Development Tools No-Code Development
Business
Entrepreneurship Communications Management Sales Business Strategy Operations Project Management Business Law Business Analytics & Intelligence Human Resources Industry E-Commerce Media Real Estate Other Business
Finance & Accounting
Accounting & Bookkeeping Compliance Cryptocurrency & Blockchain Economics Finance Finance Cert & Exam Prep Financial Modeling & Analysis Investing & Trading Money Management Tools Taxes Other Finance & Accounting
IT & Software
IT Certification Network & Security Hardware Operating Systems Other IT & Software
Office Productivity
Microsoft Apple Google SAP Oracle Other Office Productivity
Personal Development
Personal Transformation Personal Productivity Leadership Career Development Parenting & Relationships Happiness Esoteric Practices Religion & Spirituality Personal Brand Building Creativity Influence Self Esteem & Confidence Stress Management Memory & Study Skills Motivation Other Personal Development
Design
Web Design Graphic Design & Illustration Design Tools User Experience Design Game Design Design Thinking 3D & Animation Fashion Design Architectural Design Interior Design Other Design
Marketing
Digital Marketing Search Engine Optimization Social Media Marketing Branding Marketing Fundamentals Marketing Analytics & Automation Public Relations Advertising Video & Mobile Marketing Content Marketing Growth Hacking Affiliate Marketing Product Marketing Other Marketing
Lifestyle
Arts & Crafts Beauty & Makeup Esoteric Practices Food & Beverage Gaming Home Improvement Pet Care & Training Travel Other Lifestyle
Photography & Video
Digital Photography Photography Portrait Photography Photography Tools Commercial Photography Video Design Other Photography & Video
Health & Fitness
Fitness General Health Sports Nutrition Yoga Mental Health Dieting Self Defense Safety & First Aid Dance Meditation Other Health & Fitness
Music
Instruments Music Production Music Fundamentals Vocal Music Techniques Music Software Other Music
Teaching & Academics
Engineering Humanities Math Science Online Education Social Science Language Teacher Training Test Prep Other Teaching & Academics
AWS Certification Microsoft Certification AWS Certified Solutions Architect - Associate AWS Certified Cloud Practitioner CompTIA A+ Cisco CCNA Amazon AWS CompTIA Security+ AWS Certified Developer - Associate
Graphic Design Photoshop Adobe Illustrator Drawing Digital Painting InDesign Character Design Canva Figure Drawing
Life Coach Training Neuro-Linguistic Programming Personal Development Mindfulness Personal Transformation Meditation Life Purpose Coaching Emotional Intelligence
Web Development JavaScript React CSS Angular PHP WordPress Node.Js Python
Google Flutter Android Development iOS Development Swift React Native Dart Programming Language Mobile Development Kotlin SwiftUI
Digital Marketing Google Ads (Adwords) Social Media Marketing Google Ads (AdWords) Certification Marketing Strategy Internet Marketing YouTube Marketing Email Marketing Retargeting
SQL Microsoft Power BI Tableau Business Analysis Business Intelligence MySQL Data Analysis Data Modeling Data Cleaning
Business Fundamentals Entrepreneurship Fundamentals Business Strategy Online Business Business Plan Startup Freelancing Blogging Home Business
Unity Game Development Fundamentals Unreal Engine C# 3D Game Development C++ 2D Game Development Unreal Engine Blueprints Blender
30-Day Money-Back Guarantee

This course includes:

  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
Finance & Accounting Investing & Trading Investing

VestU 301 - Portfolio Implementation

Guides an individual through the process of developing a personalized investment plan including asset selection
Rating: 3.6 out of 53.6 (3 ratings)
28 students
Created by Michael & Ted Patrick
Last updated 5/2018
English
English [Auto]
30-Day Money-Back Guarantee

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

13 sections • 34 lectures • 2h 14m total length

  • Preview06:49
  • Your Investment Plan Quiz
    3 questions

  • Preview04:07

  • Preview02:43

  • 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

  • Conceptualizing Stock Allocation
    04:31
  • How Many Funds to Use?
    08:21
  • Allocating Stock Components Quiz
    5 questions

  • 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

  • Allocation Structures and Components
    07:23
  • Assembling the Stock Allocation
    04:27
  • Summary
    03:36
  • Enhancing and Diversifying U.S. Stocks Quiz
    3 questions

  • 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

  • Thoughts on Bonds Today
    07:52

  • Bond Component Selection
    03:28
  • Bond Component Selection Quiz
    5 questions

Instructor

Michael & Ted Patrick
VestU - Unbiased Investment Education
Michael & Ted Patrick
  • 4.2 Instructor Rating
  • 29 Reviews
  • 95 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.

  • Udemy for Business
  • Teach on Udemy
  • Get the app
  • About us
  • Contact us
  • Careers
  • Blog
  • Help and Support
  • Affiliate
  • Terms
  • Privacy policy
  • Cookie settings
  • Sitemap
  • Featured courses
Udemy
© 2021 Udemy, Inc.