Course 101:
Steps to a Suitable Portfolio
In this course
1 Introduction
2 Create a Blueprint
3 Discover What You Already Own
4 Make Your Portfolio Fit Your Blueprint
5 Schedule a Time to Rebalance
6 Monitor Your Investments

There's more to successful portfolio building than picking good investments.

Putting together a portfolio of securities is like building a home. Even if a house is filled with beautiful rooms that may not be enough: All those rooms need to work together to form a pleasing and useful whole. Investment portfolios are the same way.

This track of the Investing Classroom will show you how to design a successful portfolio of investments that work together to help you reach your goals. In this course, we'll introduce the five essential steps to tailoring your portfolio and keeping it in good shape. We'll expand on these steps in subsequent courses.

Next: Create a Blueprint >>


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