Mission
Build a rigorous investing foundation, evaluate stocks and index funds, construct diversified portfolios, and develop evidence-based long-term strategies. The sequence moves from financial principles and market mechanics to valuation, portfolio design, risk management, and investor behavior.
Become an expert at investing (stocks, index funds, portfolio construction, long-term strategies).
~23 hours · 8 courses
Course 1 · ~150 min
Explain how major investment vehicles function, compare their risks and costs, calculate compound growth, and interpret basic market and fund information.
A clear understanding of investment mechanics is necessary before evaluating securities or selecting a portfolio strategy.
Course 2 · ~180 min
Use the three core financial statements to assess a company’s revenue, profitability, cash generation, debt, liquidity, and operating trends.
Financial statement literacy provides the evidence needed to distinguish durable businesses from companies with weak economics or excessive financial risk.
Course 3 · ~210 min
Estimate a stock’s value using at least two valuation methods, test assumptions with sensitivity analysis, and identify when price differs materially from estimated value.
Valuation connects business analysis to investment decisions and helps prevent relying solely on narratives, headlines, or recent price movements.
Course 4 · ~150 min
Compare index funds and ETFs by objective, diversification, expense ratio, tracking difference, liquidity, tax characteristics, and unintended factor exposure.
Low-cost diversified funds are central to many long-term strategies, and selecting them well requires more than comparing headline returns.
Course 5 · ~180 min
Design a written portfolio allocation matched to a stated time horizon and risk capacity, explain its diversification logic, and define objective rebalancing rules.
Portfolio construction determines how individual investments work together and is often more important than selecting a single winning security.
Course 6 · ~180 min
Calculate and interpret core risk and return measures, select an appropriate benchmark, and separate allocation effects from security-selection and market effects.
Accurate measurement prevents misleading conclusions about skill, risk, and performance during different market conditions.
Course 7 · ~180 min
Write an investment policy statement covering goals, constraints, allocation, contributions, rebalancing, liquidity, taxes, and decision rules for market stress.
A documented strategy turns investing principles into repeatable behavior and reduces costly changes driven by short-term events.
Course 8 · ~150 min
Identify common investing biases, evaluate market claims using base rates and probabilities, and apply a decision process that records assumptions, evidence, risks, and review criteria.
Long-term results depend not only on analysis but also on resisting impulsive decisions during uncertainty, volatility, and market excitement.