Step by Step Portfolio Design

Module 3

In this module we will take the choices you've made about asset allocation and investment vehicles and create a finished portfolio.

Module Structure

Figure out your Minimum Rate of Return (MRR)

Set up your asset allocation table

Now that we have our short list of asset classes it’s time to drill down into the specifics of which investment products will give you the most bang for your buck. At the end of this process we should have a list of 10 to 20 products for you to put on your shopping list. Only 5 to 10 of them will ultimately end up in your portfolio, but we want to have choices.

Step by Step Portfolio Design

Module Structure

Figure out your Minimum Rate of Return (MRR)

Set up your asset allocation table

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

Module 3 Quiz