InvestingBuild Your First Portfolio
Instructor
CH
Reviews
Course Overview
What You'll Learn?
- Learn how to build your first investment portfolio from scratch
- Understand asset allocation and how to balance risk and potential returns
- Choose investments based on financial goals and investment time horizons
- Calculate portfolio weightings and individual position sizes
- Build a diversified portfolio using stocks, ETFs, bonds and cash
- Identify concentration risk and overlapping investments
- Learn how to rebalance and maintain your portfolio over time
- Track investment performance and understand portfolio drawdowns
- Stress-test your portfolio against hypothetical market downturns
- Complete a hands-on portfolio-building challenge using a fictional $20,000 investment budget
- Develop the confidence to make more informed investment decisions
- Complete beginners who want to learn how investment portfolios work
- New investors looking to build their first diversified portfolio
- Crypto enthusiasts interested in expanding into traditional investments
- Young adults wanting to develop long-term investing skills
- Self-directed learners who want to understand investment risk
- Anyone interested in stocks, ETFs, bonds and asset allocation
- Individuals who want to manage and monitor investments more confidently
- Students progressing through the CryptoHolder Academy Base Investing pathway
- No previous investing experience required
- A computer, tablet or smartphone with internet access
- Basic mathematics skills for simple percentages and calculations
- A calculator or spreadsheet application for practical exercises
- Willingness to learn and complete hands-on portfolio activities
- No brokerage account or real money required
- An interest in long-term investing and financial education
- 4 structured learning modules
- 16 beginner-friendly investing lessons
- Practical portfolio construction examples and calculations
- Illustrative asset allocation and position-sizing tables
- Diversification and portfolio risk assessment exercises
- Portfolio performance tracking examples
- Portfolio rebalancing and maintenance exercises
- Hypothetical market crash and stress-testing scenarios
- Final hands-on $20,000 portfolio-building challenge
- 10-question final knowledge assessment
- Self-assessment checklist and final project grading rubric
- Access to the course's online educational content