Foundations

Your First Portfolio: Turning Savings Into Investments

What to do before you invest, how to set your first allocation, lump sum versus regular buying, the invisible costs, and the behavioral discipline of the first year. The first two lessons are free.

BaşlangıçPro6 ders1 sa 1 dk3 bölüm
Kursa başlaEğitmen · Alvest
Müfredat
01

Before you begin

Get the order right

2 ders
  1. 01Three things to do before you investStarting in the wrong order costs more than picking the wrong asset.Ücretsiz9 dk
  2. 02How much do you need to start?The starting amount matters less than you think. Something else decides the outcome.Ücretsiz9 dk
02

Build your first portfolio

Allocation, regular buying, cost

2 ders
  1. Set your first allocation: simple and defensibleA good first portfolio is not complex. It should be as simple as you can defend.11 dk
  2. Lump sum or DCA? The math and the psychologyEach method wins at something different. Which is right for you depends on your capacity to hold.11 dk
03

The first year

Discipline and measurement

2 ders
  1. The invisible enemy: costsReturn is uncertain; cost is certain. That makes cost the most valuable variable you control.10 dk
  2. First-year discipline: when not to touch itIn the first year the biggest threat to your portfolio is not the market - it is your own reflex.11 dk