What are the lectures in the goal-based portfolio management course?

Contents of goal based portfolio management lecture series

Published: January 11, 2020 at 9:05 pm

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Did you know more than 1200 people have already signed up for the course, many have already finished it and engaging in discussions!  If you are curious about what the lectures actually are about, here is the contents.

Buy the course (Rs. 2570)  Enter the email used in the Facebook Group Answer Box
Outside India: Buy via this link 
(35 USD after 11:45 pm 12th Jan 2020) Enter the email used in the Facebook Group Answer Box

Screenshots of the Facebook group on goal based portfolio management
Screenshots of the Facebook group on goal-based portfolio management. Now it is 1200+
  • Lecture 1: What is Goal-Based Portfolio Management? An introduction
  • Lecture 2: What is a sequence of return and why is it important.
  • Lecture 3: Managing Risk for a 20Y Goal. Here different methods to manage risk and attain a target corpus is discussed.
  • Lecture 4: Why we need to look beyond India Stock Market History. The limitations of our market history and why we need to learn risk management with S &P 500 history is explained.
  • Lecture 5 How different equity allocations work for a 20Y goal. Strategies that work for a 20Y, 10Y and 5Y goals are explained.
  • Lecture 6: What if I started investing late and have a huge fixed income allocation?
  • Lecture 7: How practical is the strategy we discussed so far?
  • Lecture 8: Basics of Retirement Planning
  • Lecture 9 Testing Retirement Strategies with the worst sequence of returns
  • Lecture 10: Testing success and risk for retirement strategies
  • Discussion: What are your takeaways?
  • Lecture 11: How to use Excel Goalseek to convert annual return to monthly return
  • Lecture 12: How to create your own monthly portfolio tracker!
  • Additional content coming up in the coming weeks!

Need further clarifications? Consult this FAQ

Buy the course (Rs. 2570)  Enter the email used in the Facebook Group Answer Box
Outside India: Buy via this link 
(35 USD after 11:45 pm 12th Jan 2020) Enter the email used in the Facebook Group Answer Box

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