When it comes to designing your investment portfolio, Wall Street takes an assembly-line approach.
They profile you for age, risk tolerance, and income needs.
It’s a standard procedure, and a robot would probably do a better job at this part of the process.
Next, they put you in a category along with hundreds of other investors. The final step is to recommend a cookie-cutter portfolio that will probably fit you like an off-the-rack suit, without taking into consideration things like size, color, or fabric.
This course goes well beyond the cookie-cutter approach and shows you how to design a well-tailored portfolio that actually fits you.
I think I have completed module 2. is there a module 2 quiz?
Hi Thomas, I am in the process of adding a few more questions to the Module 2 quiz. It should be ready to go within the next 24 hours.
Erik
Do module 4 and 5 have quizzes. I did not see any?
Module 5 quiz is up and running, but I’m going to add a few more questions to it in the next few days. Module 4 quiz is a work in progress, so I ask for patience for a few days before I finish it.
Thanks Erik for free access to this short, but insightful, course.