Building a Portfolio

Who this course is for:

-First time investors unsure of how to start building a portfolio

What you will receive:

-How to build a portfolio based on your investor identity

-Understanding of the different types of investors

-A plan to put in place to start and how to reconstruct your portfolio as your identity change.

Description:

This course will give you an introduction into how to identify the different type of investors, conservative, moderate, and aggressive. It will give suggestions on setting up a portfolio in a pie structure form.

Disclaimer:

The content of this video is strictly for educational and informational purposes. Nothing in this video shall be taken as financial advice, please consult with a Financial Advisor/Fiduciary where needed. The video contains the views of the teacher acquired by experience and research. The teacher disclaims any personal loss or liability caused by the utilization of information in this video. This video is a guide and should be utilized solely for obtaining basic information.

See student reviews:

Participating in the Infinite Winning Circle course was a very positive and enlightening experience. I’ve learned so much information, about financial literacy, including budgeting and setting financial goals. The recommended course materials were very beneficial in creating a culture for learning, asking questions and sharing with other members in our group. This course provided opportunities to learn about each of the 11 sectors in the stock market as well as identifying various ways in which I could invest. One very important part of this course included learning how to research a company and break down its financials by looking at 10K and quarterly reports to identify strengths and weaknesses in a company. 

Each class was well structured and provided meaningful and helpful content that help me grow and become more comfortable in my abilities to participate in investing in the financial markets.

Thank you so much for the opportunity."

"This beginners course, investment 101 taught by Ms. Hawkins was structured, thorough, and experiential; what new investors need to know. A college level course.

Ms. Hawkins was a consummate professional taking time and patience to ensure participants comprehended the principles taught. She was very clear that she was not a financial advisor and her intent was to introduce us to the market and provide information so we could make our own investment decisions.  Classes were held weekly, which included recommended readings, completion of assignments and class presentations.

I truly appreciated the time, effort and energy Ms. Hawkins invested in educating us and at no charge!  Clearly a course worth thousands of dollars."