Modern Portfolio Theory and the Efficient Frontier. video. 14 minutes.
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Personal Investing: Portfolio Construction
Portfolio theory: Modern Portfolio Theory, efficient frontier, factor investing (value, momentum, quality), bond laddering, tax-loss harvesting, rebalancing strategies, and evaluating fund managers.
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10 LessonsFinancial Literacy
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Factor Investing: Value, Momentum, and Quality. video. 13 minutes.
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Fixed Income: Bond Ladders and Duration Management. video. 12 minutes.
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Tax-Loss Harvesting and Rebalancing Strategies. video. 13 minutes.
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Evaluating Fund Managers and Active vs. Passive. video. 12 minutes.
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Portfolio Risk Management and Drawdown Analysis. video. 11 minutes.
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Mid-Module Check: MPT, Factors, and Bonds. quiz. 10 minutes.
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Alternative Investments and Portfolio Integration. video. 11 minutes.
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Mid-Module Check: Tax, Rebalancing, and Risk. quiz. 10 minutes.
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Final Assessment: Portfolio Construction. quiz. 15 minutes.
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