Elegant Strategic Investor

299 EUR*
An advanced self-paced course designed for people who already understand the basics of investing and want to build a well-structured portfolio composed of different financial instruments. The program includes presentations, quizzes, and additional materials that can be completed independently at a convenient time. The course explains the role of different asset classes and how to create a target portfolio structure based on financial goals and investment horizon. It covers advanced diversification, including global portfolio construction, currency risk, and the hidden concentration that can exist within seemingly broad market indexes. It also shows how to maintain a chosen portfolio structure over time through rebalancing, and how market declines together with the sequence of returns can influence overall portfolio outcomes. The result is a professional and comprehensive approach to managing a global investment portfolio, in which both portfolio structure and risk level are shaped by conscious decisions informed by an individual's financial situation and long-term investment horizon.

*Course available to investors with Elegant Alumni status or to investors with a basic knowledge of investing. Learn more>