First investment portfolio: how to build a balanced and profitable portfolio (Basic)

This course is designed for beginner investors who want to build their first investment portfolio and learn how to manage assets effectively. You will discover how to select financial instruments, assess risk levels, and develop a long-term strategy to grow your capital.

Investing is not just about buying stocks. Understanding asset allocation, risk management, and avoiding common pitfalls is crucial. This course provides the fundamental principles of long-term investing and helps you create your own investment strategy.

What’s included in the course?

Module 1: Fundamentals of investment portfolios

1. What is an investment portfolio, and why is it important?
2. The difference between active and passive investing
3. Major asset classes: stocks, bonds, ETFs, precious metals, cryptocurrencies
4. Economic factors affecting the market
5. Choosing a broker and opening an investment account

Module 2: Portfolio construction with risk and return in mind

1. Diversification principles: why you shouldn’t invest in just one asset
2. Balancing risk and return: how to develop an optimal strategy
3. Allocating assets across different economic sectors
4. Differences between high-risk and conservative investments
5. The impact of inflation and interest rates on investments

Module 3: Practical investment management

1. How to analyze stocks: financial indicators, valuation metrics, trends
2. Long-term vs. short-term investments: pros and cons
3. Portfolio rebalancing: when and why to adjust asset allocation
4. Using ETFs for simple and efficient investing
5. Common beginner mistakes: emotional decisions, excessive risk, lack of knowledge

What you will learn:
✅ Understand how investment portfolios work
✅ Select assets while considering risk and return
✅ Allocate capital wisely across different investment tools
✅ Use diversification to protect against losses
✅ Manage your investments independently

Who is this course for?
✔ Beginner investors looking to create their first portfolio
✔ Those seeking passive income from investments
✔ Individuals searching for alternatives to bank deposits and ways to protect capital from inflation

Format:

• Self-paced learning materials (PDF format)
• Practical case studies and portfolio examples
• No prior experience required