| Course
2: Building Your Core Mutual Funds Portfolio
All well designed portfolios
will have a “core” of broadly diversified mutual funds.
These are your “buy and hold” investments. They will be
relatively low risk and require little of your attention. But you do not need to settle for market
average returns. As a graduate of this course you will be able to put together a
portfolio of Core Funds that has the potential to significantly
out-perform market averages without exceeding your risk tolerance
limits. With your Core Funds Portfolio Segment in place, you can then consider
adding other Portfolio Segments, as discussed in Courses 3, 4 and 5 of
the NAOI Certification Program.
| New
for 2009: The year 2008 showed us that perhaps
"buy and hold" is not the best strategy in current
market conditions if you have a relatively short investing
time horizon. Therefore, for the updated Core Segment course
we explore the use of Exchange Traded Funds (ETFs) to buy entire
markets. These are essentially mutual funds that trade like
stocks so we can implement an automated trading plan for them
that limits losses and takes profits. We also look at
"bear" ETFs that go UP when markets go DOWN. One
such ETF with the symbol of SDS that shorted the S&P 500
actually earned + 61% in 2008! To earn the targeted return for
the Core Segment you must think "outside the box".
Updated material in this course shows you how. |
Target Return from
this Portfolio Segment: 12%+
|
Course
Specifications:
- Course
Format: Multi-Media
- Hardcopy Book + Online Component
- Hardcopy
Book Pages: 178
- Lessons: 16
- Tests:
7
- Questions:
72
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