Build a balanced investment portfolio: diversification, asset allocation, measuring risk and risk-adjusted return, and money management rules.
Course Curriculum
| 1. Portfolio Theory | |||
| 1.1 Why diversify Details | 00:06:00 | ||
| 1.2 Correlation between assets Details | 00:07:00 | ||
| 1.3 Modern portfolio theory and efficient frontier Details | 00:09:00 | ||
| 2. Measuring Risk | |||
| 2.1 Standard deviation and volatility Details | 00:07:00 | ||
| 2.2 Beta and systematic risk Details | 00:07:00 | ||
| 2.3 Drawdown and Value at Risk Details | 00:08:00 | ||
| 3. Risk-Adjusted Performance | |||
| 3.1 Sharpe ratio Details | 00:06:00 | ||
| 3.2 Treynor and Sortino ratios Details | 00:06:00 | ||
| 3.3 Benchmarking a portfolio Details | 00:06:00 | ||
| 4. Building the Portfolio | |||
| 4.1 Investor profile and risk tolerance Details | 00:07:00 | ||
| 4.2 Strategic and tactical asset allocation Details | 00:08:00 | ||
| 4.3 Building a portfolio in Excel Details | 00:10:00 | ||
| 4.4 Rebalancing Details | 00:06:00 | ||
| 5. Managing the Portfolio | |||
| 5.1 Money management rules Details | 00:07:00 | ||
| 5.2 Hedging basics Details | 00:07:00 | ||
| 5.3 Portfolio reporting Details | 00:06:00 | ||
| 5.4 Final project: build and report a model portfolio Details | 00:15:00 | ||
Course Reviews
No Reviews found for this course.
Related Courses
STUDENTS ENROLLED
