This course adds to the solid wealth foundation built during Part 1 of the Strategic Investor course. You will learn how to manage a total view of your wealth, including cash, stocks, bonds, commodities, real estate, and gold. It explores a deeper understanding of market fundamentals, market demographics, investment choices, asset allocation, fees and taxes. The benefits, opportunities and pitfalls of each asset class are explained, and you will receive hands on instruction on how to apply various options strategies to build and manage wealth, while also minimizing risk.
Beyond asset and investment selection, this course teaches you very specific simple rule-based options strategies designed to help maximize your overall annualized rate of return. The course also empowers you with the skill and confidence to read price charts in any market. This key skill allows you to better identify market turning points in advance, which can help you time and prepare for the market’s next move, which is key to lower risk and higher opportunity investing. This includes many interactive scenarios and exercises to reinforce what you're learning — how to hedge against inflation, benefit from currency fluctuations, and strategies aimed at growing and preserving capital in any market condition. Diversify beyond familiar stocks and mutual funds, plus be ready to rebalance your portfolio as conditions change. You'll leave the class with a self-directed portfolio strategy that is based on your personal investing timeframe, risk tolerance, skills and goals. This course is highly recommended for anyone who is serious about optimizing their investing performance and learning new strategies for effective portfolio management.