Build, Grow, and Protect Your Money: A Step-by-Step Guide

Course Content

Introduction: How to Get the Most out of this Course

Getting the Most Out of This Course

Constructing Your Portfolio From Scratch

The Secret Elements of a Well-Built Portfolio

How to Determine Your Portfolio’s Margin of Safety

Selecting Your Portfolio’s Asset Mix

Choosing the Right Building Blocks

Assembling the Parts

Finishing Touches

Cut Your Tax Bill Instantly with These Strategies!

5 Essential Traits of a Strong Portfolio

Keeping Your Portfolio Current

Get Out of Your Own Way

Summary: Apply What You’ve Learned!

Bonus Lectures

How to Beat 95% of Wall Street’s Overhyped Money Managers

CASE STUDY: The Virtues of a $2.42 Million Portfolio owned by W.S.

Beware! Chasing Historical Performance is a Losing Strategy

Q&A with Ron DeLegge

Should I Still Own REITs if I own a Home?

Lump Sum Investing vs. Dollar Cost Averaging: Which is Better?

Portfolio Management & Building Tools

3 Cornerstones of a Well-Built Portfolio

27 Model ETF Portfolios

Investment Policy Statement (IPS) Template

Margin of Safety Worksheet

Important Financial Research

2020 Study: S&P Indexes Beat Active Managers

2019 Study: Past Performance Doesn’t Predict the Future

2018 Active/Passive Barometer

2016 Berkshire Hathaway Shareholder Letter

2010 Berkshire Hathaway Shareholder Letter

2005 Berkshire Hathaway Shareholder Letter

A Message from Warren Buffett on Protecting Your Money

A Message from Warren Buffett on the Danger of High Fees