Excellence MoneyAT THE SUMMIT, YOU WILL BE ABLE TO
EXCELLENCE MONEY
Investing Fundamentals
0/18STARS
0/18 stars lit
Understand risk, diversification and time, and write an investing plan you can keep through a crash. General education, not investment advice.
3h 31m6 constellations
01Explain risk, return and time horizon with real data
02Build a diversified, low-cost mix you can hold through a crash
03Rebalance by rule and avoid the costliest behaviors
04Spot scams and write your own investing plan
Every lesson of Investing Fundamentals
18 lessons in 6 levels, about 4 hours. Level 1 is free.
Level 1Why InvestFree · 3 lessons
- Cash, bonds or stocks: 98 years of dataSee what cash, bonds and stocks have returned over the long run, and why the difference exists.11 min
- The price of higher returnsUnderstand how often and how deeply stocks fall, and why time horizon changes everything.12 min
- Checkpoint: ready to invest?Check the foundations, and tell risk capacity from risk tolerance.12 min
Level 2The Building BlocksMembership · 3 lessons
- Stocks: why not just pick winners?Understand what a share is, and why owning a few stocks is riskier than it feels.11 min
- Bonds: lending, and why prices moveUnderstand bonds, why their prices fall when rates rise, and how they usually (not always) cushion stocks.12 min
- Checkpoint: funds, ETFs and the fine printRead a fund's key facts, compare costs, and handle a sales pitch.13 min
Level 3Diversify and BalanceMembership · 3 lessons
Level 4Your Worst Enemy Is YouMembership · 3 lessons
- Trading is hazardous to your wealthSee what frequent trading did to real investors' returns, and why it happens.11 min
- Why checking often feels so badUnderstand myopic loss aversion and set a checking rhythm that keeps you invested.11 min
- Checkpoint: when the market crashesKnow how past crashes played out, and rehearse what you'll do in the next one.13 min
Level 5Invest RegularlyMembership · 3 lessons
- All at once, or bit by bit?Know what the evidence says about investing a lump sum versus spreading it out.11 min
- The cost of waitingSee what starting later costs, with your own numbers.12 min
- Checkpoint: speculation and scamsTell investing from speculating, and recognize the red flags of investment fraud.12 min
Level 6Your Investing PlanMembership · 3 lessons
- Use the right accountsKnow why tax-advantaged accounts and employer matches matter, and what to check in your country.11 min
- Write your investing rulesTurn everything into written rules you'll follow when emotions run high.11 min
- Capstone: your investing planAssemble your complete, written investing plan.14 min
AFTER THE CORE