This unit explores a broad range of investment vehicles—stocks, bonds, funds, real estate, business ownership, lending instruments, and precious metals—and the portfolio, tax, and risk-management decisions that surround them. Students build on foundational investing concepts to evaluate opportunities, construct diversified portfolios, and prepare tax-aware investment plans in preparation for advanced application and capstone work in the final unit.
Learning Objectives
- Analyze and compare characteristics of major investment vehicles (stocks, bonds, mutual/index funds, cash equivalents, real estate, business equity, lending investments, and commodities) with respect to risk, return, liquidity, and tax treatment
- Apply asset-allocation principles and fund selection criteria to construct diversified portfolios for retirement and non-retirement accounts, incorporating cash equivalents and appropriate fund type choices
- Evaluate real estate and business purchase opportunities by assessing property type, location, valuation metrics, financing, tax consequences, and development of a basic business plan or acquisition strategy
- Demonstrate tax-aware and ethical investing practices by identifying common tax strategies for non-retirement accounts, recognizing problematic trading behaviors and derivatives risks, and calculating basic tax implications of buy/sell decisions
Curriculum
- 1 Section
- 30 Lessons
- 30 hours
Expand all sectionsCollapse all sections
- Unit 3 — Investment Vehicles and Portfolio Strategies30
- 1.1Deciding Which Ones Are Keepers20 mins
- 1.2View Major Declines as Sales20 mins
- 1.3Considering Cash Equivalents20 mins
- 1.4Funding Your Retirement Accounts20 mins
- 1.5Spotting the Right Times to Buy and Sell20 mins
- 1.6Getting Ready to Invest in Stocks20 mins
- 1.7Buying Bonds20 mins
- 1.8Creating Your Fund Portfolio with Asset Allocation20 mins
- 1.9Selecting Your Property Type20 mins
- 1.10Evaluating Direct Property Investments20 mins
- 1.11Selling Real Estate20 mins
- 1.12Drawing Up Your Business Plan20 mins
- 1.13Finding and Keeping Customers20 mins
- 1.14Focusing Your Search for a Business to Buy20 mins
- 1.15Giving Up When Things Look Bleak20 mins
- 1.16Tuning In to the Tax Consequences20 mins
- 1.17Identify Your Portfolio’s Problems20 mins
- 1.18Steering Clear of Futures and Options20 mins
- 1.19Taming Your Taxes in Non-Retirement Accounts20 mins
- 1.20Avoiding Problematic Stock-Buying Practices20 mins
- 1.21Considering Other Lending Investments20 mins
- 1.22The Best Stock Funds20 mins
- 1.23Finding the Right Property and Location20 mins
- 1.24Deciding Where and What to Buy20 mins
- 1.25Setting Up Shop20 mins
- 1.26Considering a Franchise or Multilevel Marketing Company20 mins
- 1.27Refusing to Accept a Loss20 mins
- 1.28Figuring Out What Shares Cost20 mins
- 1.29Avoid Growth Stocks If You Get Queasy Easily20 mins
- 1.30Mulling Over Precious Metals20 mins
Instructor
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