8. Investments 7: Building Your Portfolio

Investments 7: Building Your Portfolio

Learning Outcomes

There are three objectives for this section:
 
A. Understand and Use the Priority of Money
B. Describe the Phases of Successful Investing
C. Explain the Investment Process and Learn How to Build Your Portfolio
 

Chapter Reading

Please read the chapter on "Investments 7: Building Your Portfolio" (PDF)

 

Slide Presentation

Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

NOTE: Information for this chapter is included as part of the video used in the chapter on Investments 5: Stock Basics.

 

Assignments

Here are the assignments for "Investments 7: Building Your Portfolio"

 

Tools

The following learning tools may be helpful with this chapter:

Investment Process Spreadsheet

Roth Versus Traditional: Which Is Better for You?

 

Additional Materials