Beginner Long-Term Investing Framework

Upgrade your casual buy-and-hold approach into an engineered portfolio strategy by mastering the core models to evaluate fees, analyze assets, and diversify systematically. - **Evaluate index funds and ETFs** using expense ratios - **Compare individual stocks systematically** against low-cost index funds - **Build an automated, diversified portfolio** tailored for long-term growth - **Decode financial statements and fees** with clear mental models

4 sections ยท 9 lessons

Course outline

Core Basics

  1. Compounding
  2. Diversification

Evaluating Funds

  1. Index Funds
  2. ETFs
  3. Expense Ratios

Evaluating Stocks

  1. Stock Ownership
  2. Financial Basics

Portfolio Strategy

  1. Asset Allocation
  2. Rebalancing

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