The purpose of this presentation on Advanced Investing is to help you understand the principles and application that leads to successful investment portfolio. This lesson discusses why most investors underperform versus their benchmarks, and gives a process for building investment portfolios.
Please allocate between 45 minutes to an hour for each chapter reading, and an hour to watch the video. We recommend you do these lessons in order and build your own Investment Plan (or investment policy statement) in the process.
Click here for the free online manual for these lessons (PDF).
The video for each section can be found in its respective chapter.