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Introduction to Creating a Portfolio

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This course will help you think about what your investment goals are, how much risk you tolerate, and how much money you might invest.

What you will learn

  • Allocating Assets for Short, Intermediate, and Long-Term Goals
  • Allocating Resources for Investment
  • Asset Allocation Based on Your Risk Tolerance
  • Asset Allocation and Investment Risk
  • Allocating Assets for Efficiency
  • Diversification through Mutual Funds

What do you know?

Introduction to Creating a Portfolio

Building a portfolio entails combining different investments to work toward your financial goals. You certainly want to get the highest return, but how much risk are you willing to take, and how much risk can you take to achieve those goals?

Asset allocation does not assure a profit or protect against a loss. Therefore, you should consider factors such as your risk tolerance, risk aversion, and available and future resources, as well as inflation and taxes to create just the right mix of investments. You also need to know what types of investments meet your needs.