General Course Information
What Will You Learn?
In this course, students will learn how to build a portfolio that meets their needs.
The course starts with strategies on how to build a portfolio and analyze risk.
Thereafter, it moves to understanding how to select investments for your portfolio using techniques such as SWOT and Porter's 5 Forces. Once stocks have been selected, we do a deep dive into a company's financial & cash flow statements, and their ESG score (Environmental, Social and Governance).
We then look at forces impacting the whole market, such as inflation & hyperinflation, and get a good sense of the macroeconomic impacts on the whole market and on the company you have selected.
A strong lesson on the need for liquidity follows, which talks about the need to have really available cash. This is then followed with a solid understanding of how to calculate simple and compound interest.
Finally, we go beyond traditional stock market investing to look at real estate and REITS to create a unified custom portfolio.