How to Fix Hidden Flaws Inside Your Portfolio

Course Content

Introduction to Fixing a Broken Portfolio

How this class will help you

Identifying Problems

Symptoms of a Sick Portfolio

3 Steps to Getting Back on Track

Common Trouble Spots

My Portfolio Costs Too Much

My Portfolio isn’t Correctly Diversified

My Portfolio is Too Risky

My Portfolio Has No Margin of Safety

My Portfolio is Built Upon the Wrong Foundation

My Portfolio is Overtaxed

My Portfolio’s Performance Stinks

My Portfolio Has no GPS

My Financial Advisor isn’t Executing My Plan

Other Remedies & Tips

Beware of Robo Advisors

Conquering Your Self-Destructive Manias

Error on the Side of Simplicity

Important Documents for Your Portfolio's Organization

Investment Policy Statement (Template)

Margin of Safety Worksheet