Build, Grow, and Protect Your Assets: A Step-by-Step Guide

How to build, grow, and protect your IRA, 401(k), and investment portfolio in any type of economic climate.
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210 students enrolled
Instructed by Ronald DeLegge Business / Finance
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  • Lectures 26
  • Length 3.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 9/2015 English

Course Description

Begin your investment plan with a proven approach that you can easily understand and implement. Ron DeLegge's Udemy course has already been taken by more than 200 students in 15 different countries. 

LATEST UPDATE: This course was just updated with a new lecture about the danger or roboadvisors along with a case study on a $2.42 million portfolio owned by a student named W.S. 

Also included is a brand new Q&A session between students and Ron DeLegge. If you have ANY investing questions, this is the right place to ask them!

Do you want an investment portfolio that's easy to manage and helps you to reach your financial goals? To do this it's critical that you don't just build a portfolio of investments -but grow and protect it. And this course will help you to accomplish that!

Why do some people have impressive and very large portfolios that are built rock solid, while the vast majority don't? How did the successful investors get that way and what are they doing differently?

It's quite simple - and there's a few easy steps you can take...but let's be honest - Wall Street and your local financial advisor don't really care about you and besides that, they're not good at explaining things in plain English, right?

In this course, I take you by the hand and behind the scenes to show you step-by-step everything you need to know - teaching you proven investing strategies that are easy and simple to implement.

I put my 20+ years of hands-on experience in the financial services industry to work for you!

As the inventor of the Portfolio Report Report Card service, which has now been used to analyze and grade over $120 million in investment accounts, and as the Founder of ETFguide, I have personally helped thousands of investors just like you.

By the end of this course, you'll have the confidence to manage your own investments and you'll know exactly where to start and what to do.


...and you also get the unconditional Udemy backed 30 day money-back guarantee PLUS my personal promise that if you apply yourself, you will succeed.

How will I benefit from this course?

  • Learn how to instantly reduce the risk of your IRA, 401(k), and other investments
  • Learn how to immediately cut your investing fees and taxes in half
  • Learn how to be 100% in control of your money at all times
  • Eliminate worries about saving and investing for retirement, college for kids, etc.
  • Save time with 3 magic steps that makes your portfolio easy to manage and understand
  • Substantially increase your portfolio's value many times over
  • Find out why you don't have to be an investing guru to make profitable decisions
  • Find out which funds and ETFs are the right building blocks for your portfolio
  • Get proven money making strategies to instantly boost your portfolio's bottom line
  • Get amazingly simple techniques for protecting your money from crashing markets
  • See why you don't need to own lots of stocks and funds to have a healthy portfolio
  • Spend less time managing your money and more time with your family
  • Get more wealth with less effort

Who should take this course?

  • Anyone who owns stocks, bonds, real estate, mutual funds, and ETFs
  • Anyone with a 401(k), 403(b), 457, IRA, Roth IRA, or another retirement plan
  • Anyone who wants timely and practical strategies for their investments
  • Anyone who wants to grow and protect their investments

What am I going to get from this course?

  • 100% confidence for building and managing your investment portfolio
  • Knowledge of the correct portfolio management tools and techniques

Who is the target audience?

  • This course is for new and experienced investors. It is not for people who want to cheat with shortcuts.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Introduction: How to Get the Most out of this Course
Section 1: Constructing Your Portfolio from Scratch
3 Secret Elements of a Well-Built Portfolio

All investment portfolios - new and old, big and small - should have a margin of safety. But how do you do this? This lesson explains how to determine and implement a personal margin of safety inside your investments.


Determining your portfolio's asset mix or allocation is a crucial aspect of making sure your investments will deliver the results you want. In this lecture, Ron DeLegge gives you guidelines for choosing the right asset allocation.


Building a house with shoddy materials is bad engineering. And the same principle applies to the building blocks you choose for constructing your investment portfolio. This course will teach you how to make the right choices.

Section 2: Assembling the Parts

Stocks are a major asset class and in this lecture, Ron DeLegge gives you several exchange-traded funds or ETFs that are excellent building blocks for broad and diversified exposure to stocks.


Bonds are a major asset class and in this lecture, Ron DeLegge gives you several exchange-traded funds or ETFs that are excellent building blocks for broad and diversified exposure to bonds.


Commodities are a major asset class and in this lecture, Ron DeLegge gives you several exchange-traded funds or ETFs that are excellent building blocks for broad and diversified exposure to commodities.


Real estate are a major asset class and in this lecture, Ron DeLegge gives you several exchange-traded funds or ETFs that are excellent building blocks for broad and diversified exposure to real estate.


Cash is a major asset class and in this lecture, Ron DeLegge gives you several choices that are excellent building blocks for exposure to cash.

Section 3: Finishing Touches

Many people mistakenly ignore the tax consequences of their investment decisions. In this lecture, Ron DeLegge shows you several easy and legal strategies for reducing your tax bill.


Why do some investment portfolios do better than others? Ron DeLegge explains the factors influencing investment performance along with a real life case study. After watching this lecture, you'll know how to build a healthy and strong portfolio.


After you've built your investment portfolio now you need to maintain it. In this lecture, Ron DeLegge shows you to do that along with other portfolio maintainence tips.


All investors - big, small, new and old - should have a written investment policy statement or "IPS." Ron DeLegge explains to you what an IPS is, why you should have one, and what it should contain.


Why do so many investors fail to reach their goals? In this lecture, Ron DeLegge teaches you the importance of self-discipline and how to avoid turning yourself into a major roadblock toward investment success. This final lecture includes a bonus report titled "Becoming a Proactive Investor."

Summary: Apply What You Learned!
Section 4: Q&A With Ron DeLegge

In this Q&A session, Ron answers a student question about the value of owning REITs for people that are homeowners and rental income property landlords.


Ron explains the differences of dollar cost averaging and lump sum investing and explains the advantages of each.

Section 5: Bonus Lectures - More from Ron DeLegge

So you want to beat Wall Street at its own game? Here's the secret formula!


Complexity is the enemy of execution and your investment plan is no different. In this lecture, Ron DeLegge analyzes the virtues of a recent Portfolio Report Card he did on a $2.42 million investment account for W.S. The results may surprise you. 


You just found a hot performing stock, ETF, or mutual fund. Now what? Before you dive in, this lecture will show you the real world (poor) results of chasing hot performance.


Wall Street and Silicon Valley have conspired to offer the investing public an allegedly better investment solution known as "RoboAdvisors." In this lecture, Ron DeLegge explains what these systems are and how they work. Ron also warns you about the dangers of putting your financial future under the control of these faceless and unaccountable software systems. 

Section 6: Important Investment Research Data
18 pages

This is the latest historical performance data from Standard & Poor's (updated through JAN. 2016) on how active fund managers are performing vs. key market indexes.

Message From Warren Buffett on the Importance of Protecting Your Money
1 page
Message From Warren Buffett on the Danger of High Cost Fund Managers
1 page
1 page

This valuable worksheet will help you to calculate the exact amount of your portfolio's margin of safety. Print and complete!

Section 7: Course Quizzes
1 question

What are the mandatory attributes of your portfolio's core building blocks?

REITs are publicly traded real estate companies.
1 question
1 question

After your investment portfolio is built, you'll never have to check it or change it.

1 question

What is one benefit of keeping cash inside your portfolio?

What types of stocks should a diversified portfolio own?
1 question
1 question

To cut your portfolio's tax bill, you need to be a CPA or hire one.

Which of these is NOT one of the five core asset classes?
1 question
Which of these factors should impact your portfolio's asset mix?
1 question
1 question

Which of these items IS NOT among the elements of a well-built portfolio?

1 question

People with a large investment portfolio do not need to have a margin of safety.

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Instructor Biography

Ronald DeLegge, Lead Investor and Teacher

Financial Professional, Author, Founder @ ETFguide, and Podcast Host.

Today's uncertain investment climate requires a strategy that's truly remarkable, executable, and proven. Nobody knows this better – and no one can teach this better – than Ron DeLegge.

Ron has analyzed and graded more than $150 million in investment portfolios and he knows the essential ingredients for building, growing, and protecting a portfolio of investments. In addition to being the founder of one of the most popular ETF investing websites in the world (ETFguide) Ron is also the inventor of the Portfolio Report Card grading system and host of the Index Investing Show.

With more than 25 years in the financial services industry, Ron's real-world investing experience is what makes him the ideal teacher for those who want to build and manage their own investment portfolios.

Ron has joined Udemy's roster of talented instructors to share his wealth of knowledge and experience with people who are already investing or who want to get started.

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