Creating a portfolio

Creating a portfolio

Learn how to create your own investment portfolio!

This course aims to empower the students with the knowledge and grounding principles to create their own portfolio. It is about looking at where you invest your money and how to break down your investments from a big picture point of view.

This course is particularly well suited to investors with a long-term mindset.

This course is divided into 5 lectures and a quiz:

1. Introduction to creating a portfolio

2. Why create a portfolio

3. Grounding principles for creating a portfolio

Quiz 1

4. Different assets classes

5. Putting it all together

Creating a Portfolio considers the 5 top reasons for creating a portfolio and how they can set you up for retirement. We analyse the best way to create a portfolio. This course will help you understand the meaning of assets classes and how to break them down in more specific subcategories. You will learn about the 4 grounding principles for creating a portfolio and the assumptions that are made when creating a portfolio.

There are additional resources (such as checklists and examples) available after some of the lessons to support your learning and to give you the tools to turn the concepts into actions.

This course is not financial advice, it's for education and information only.

Guiding principles to create your investment portfolio

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What you will learn

• You will have some grounding principles to create your own portfolio.

Rating: 0

Level: Beginner Level

Duration: 1.5 hours

Instructor: Women Investors Club