Course 501: Why Bother with Investment Theory?
What Goes Where: The Art of Asset Location
In this course
1 Introduction
2 Efficient Markets Theory
3 Modern Portfolio Theory
4 The Investing Pyramid
5 What Goes Where: The Art of Asset Location
6 Factor Investing
7 Behavioral Pitfalls
8 The Bucket Approach to Retirement Allocation
9 What’s the Right Foreign Allocation?

“Don’t let the tail wag the dog.”

That well-worn expression applies to so many things in life – including investing. Specifically, you’ll hear some investing “experts” say that you shouldn’t let taxes drive your investment decisions. Others, meanwhile, will argue the exact opposite.

Portfolio 505offers some guidelines for how to think about tax matters in the investment process.

Next: Factor Investing >>


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