Course Overview


By signing up for a free trial, you will also get access to a free 3 part educational video course.

The course covers several topics related to diversification and efficient portfolio construction.

Creating a well diversified and efficient stock portfolio requires more than simply opening multiple positions.

Learn what it takes to create a better performing stock portfolio and why it is so important to know how to diversify correctly.

Course Details

Part 1 DIVERSIFICATION

  • Characteristics of a good equity curve
  • Improve the performance of your portfolio resulting in a better equity curve
  • The typical approach for creating and managing a stock portfolio
  • A better approach for creating and managing a stock portfolio
Part 2 CORRELATION

  • What is correlation
  • Important points to be aware of
  • Correlation as it applies to stocks
  • Visualizing correlations: Heatmaps and Cluster Charts
  • Probabilistic outcomes based on correlation
  • The effect of correlation on risk and return
  • Why correlation is important and what you should be aiming for
Part 3 EFFICIENT PORTFOLIOS

  • What is the goal
  • What is an efficient portfolio
  • The 3 qualities of an efficient portfolio
  • A practical example of improving an inefficient portfolio
  • Metrics that can be used to quantify portfolio diversification
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