Intro to Portfolio Management

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This course will progressively guide you through the different investment options and how to use them to your advantage.

We will discover how to create a portfolio and what the right allocation can do for you. Then, we will take a look at the best ways to measure investment performance and risk.

Who is the course for?

This course is perfect for people interested in learning how to create an investment portfolio from the ground up. It builds upon the basic foundations of our Basics of Investing course, which starts from the very basics.

It can also be a great refresher for people that have some investing experience and need to jog their memory about the basics of asset classes, allocation and portfolio management.

If you are an experienced investor, this may work for you as well. It is always good to go back to the basics!

Completing this course will help you:

  • Discover how to build a portfolio
  • Learn all the different asset classes and how they work
  • Understand what diversification is and how to achieve it 
  • Learn the best ways to measure asset performance and risks
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