Course: Investment Strategies

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Investment Strategy

This advanced course dives deep into investing strategies, including: Asset allocation, portfolio rebalancing, dollar costs averaging, to help you make the most of your investments.

This course aligns with the ‘Investing’ module of the Jump$tart National Standards in K-12 Personal Finance Education.

At the end of this course, you will be able to:

  • Appreciate the importance of asset allocation and the factors that influence it
  • Explain how to rebalance your portfolio and why it’s essential
  • Grasp the concept of Dollar Cost Averaging as a key investment strategy
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Course Content

What are Sectors and Industries?
What is Asset Allocation?
What is Portfolio Rebalancing?
What is Dollar Cost Averaging?
Dollar Cost Averaging – Pros and Cons
Quiz: Investment Strategies