Financial Engineering

Portfolio Basics

Explore the essentials of building and managing investment portfolios.

Goal:

Learn how investments are combined.

3Lessons

6Micro-lessons

IntermediateDifficulty

Lesson 1

Analyze how risk and return interact in a portfolio.

Start2 Micro-lessons

Micro lesson 1

Balancing Risk and Reward

Micro lesson 2

Identifying Risk Factors

Lesson 2

Explore different strategies for asset allocation.

Start2 Micro-lessons

Micro lesson 1

Strategic Asset Allocation

Micro lesson 2

Tactical Asset Allocation

Lesson 3

Learn how to evaluate portfolio performance effectively.

Start2 Micro-lessons

Micro lesson 1

Measuring Portfolio Performance

Micro lesson 2

Adjusting for Market Changes