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How to Design a Killer Portfolio
Maintaining peak performance
Setting up your rebalancing schedule

Portfolio Design

Setting up your rebalancing schedule

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Course Lessons

Mindset: Getting your head straight

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Situational Awareness

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Portfolio Theory

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Building a solid foundation.

The Building Blocks

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How to tilt your portfolio

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Types of Securities

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Step by Step Portfolio Design

Figure out your Minimum Rate of Return (MRR)

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Set up your asset allocation table

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Set up a list of eligible securities for inclusion in your portfolio

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Setting up your Plan B.

Examples of a Plan B.

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Maintaining peak performance

Setting up your rebalancing schedule

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Choosing your performance benchmarks

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Writing your trading rules

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Final Course Exam

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Teacher

Erik Conley

Former head of equity trading, Northern Trust Bank, Chicago. Teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.

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