Complete Guide to Create an Investment Portfolio

Complete Guide to Create an Investment Portfolio

This Udemy course will give you the necessary knowledge to create your personal portfolio strategy for stock market investments. It outlines the importance of diversification, and with a practical example, it constructs an aggressive portfolio for a young investor and a conservative portfolio for an older adult in retirement.

Creating an investment portfolio helps investors distributed their asset allocation by diversifying in different assets, sectors, or individual stocks to reduce risks and maximize returns. Every investor has different objectives, and that's why it's essential to calculate the risk before even constructing an investment portfolio. If your objective is to buy a house in the next ten years, your level of risk might be different from if you were just at retirement trying to beat inflation and obtain a passive income from your holdings' dividends and interest.

That's why this course will give you an introduction to the necessary knowledge you need for creating your portfolio. For that I will;

· Teach how to use Portfolio Visualizer and run backtesting.

· Introduce the different types of investment vehicles that are available for retail investors.

· Explain how can diversification limit unsystematic risks

· Illustrate how to use a tax-loss strategy

· Discuss the differences in results between lump sum and a dollar-cost average approach

· Use different metrics like the Sharpe ratio to analyze risk vs. reward

At the end of the course, you will have the necessary skills to conduct research and create your personal investment portfolio depending on your risk and personality.

I hope that I can help you save your time and leverage with my knowledge, see you at the course,

Financial Hints :)

Get the necessary knowledge to create an investment portfolio strategy that accommodates to your risk level

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What you will learn

• Create a Investment Porfolio Strategy
• Understand the different risk reward ratios for every asset class and economic sector
• Importance of diversification

Rating: 4.5

Level: Beginner Level

Duration: 2.5 hours

Instructor: Financial Hints