- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Introduction
- Understand and Use the Priority of Money
- Describe the Phases of Successful Investing
- Explain the Investment Process and Learn How to Build Your Portfolio
- 1. Determine Your Initial Target Portfolio Monetary Goal
- 2. Determine Target Percentages for Each Asset Class
- 3. Calculate the Target Amount for Each Asset Class in Both Taxable Accounts and Retirement Accounts
- 4. Research Potential Candidates for Financial Assets and Select the Assets Most Likely to Help You Achieve Your Goals
- 5. Purchase the Assets and Compare the Actual Portfolio with the Target Portfolio
- Summary
- Assignments
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Explain the Investment Process and Learn How to Build Your Portfolio
Once you understand the principles of investing and develop your investment plan, you must learn the process of investing. The process of investing is a disciplined approach to building an investment portfolio. It provides a logical order for buying securities and helps you minimize transaction fees and taxes. There are many ways to approach building your investment portfolio; the process of investing that is outlined in this section is a consistent, logical, and principle-supported approach that can help you minimize transaction costs and taxes. This approach to building an investment portfolio will also teach you a logical order for purchasing securities and will help you set financial goals as you build your portfolio.
Once you have established your investment plan and understand how to build your portfolio, there is a five-step investment process that will help you build your portfolio:
