IntermediateFinance

Investing Essentials

From zero to building a real portfolio

Go from knowing nothing about investing to building a real portfolio. Covers how markets work, reading financial statements, constructing a diversified portfolio, retirement account strategy, real estate fundamentals, and tax-efficient investing.

6 chapters · 0 lessons
~10h total
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What you will learn

  • Understand how the stock market actually works
  • Read basic financial statements and valuation metrics
  • Build a diversified portfolio matched to your age and goals
  • Maximize retirement accounts with the right tax strategy
  • Evaluate real estate as an investment vs. renting
  • Implement tax-loss harvesting and asset location

Prerequisites

  • Basic understanding of budgeting and saving (Financial Foundations recommended)