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Course Description

Asset allocation, or how much to invest in stocks, bonds, and other assets, is only the first piece of portfolio management. To balance risk and return, you will also need to carefully determine which individual equities to hold. In this lesson, you will examine how to select these investments then utilize the provided spreadsheet to determine how to take bets on your favorite stocks while balancing sector and style.

Benefits to the Learner

  • Explore the role of sector and style when choosing stocks
  • Investigate correlation of assets and diversification to limit risk 
  • Practice creating and balancing a portfolio of individual equities
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Type
self-paced (non-instructor led)
Dates
Mar 31, 2023 to Dec 31, 2030
Total Number of Hours
1.0
Course Fee(s)
Regular Price $0.00
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