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MODULE 07

Diversification & Portfolio Fundamentals

Explain why combining assets can change portfolio risk and why asset allocation matters.

TOPICS14 Lessons|DURATION~140 Mins

Module Topics

Master these foundational topics to complete this module

14 Lessons

Diversification & Portfolio Fundamentals

What Is a Portfolio?

Diversification & Portfolio Fundamentals

Why Investors Build Portfolios

Diversification & Portfolio Fundamentals

Diversification

Diversification & Portfolio Fundamentals

Why Diversification Can Reduce Risk

Diversification & Portfolio Fundamentals

Concentration vs Diversification

Diversification & Portfolio Fundamentals

Correlation — Basic Concept

Diversification & Portfolio Fundamentals

Positive, Zero and Negative Correlation

Diversification & Portfolio Fundamentals

Portfolio Risk — Basic Intuition

Diversification & Portfolio Fundamentals

Portfolio Return — Basic Intuition

Diversification & Portfolio Fundamentals

Asset Allocation

Diversification & Portfolio Fundamentals

Strategic Asset Allocation — Basic Concept

Diversification & Portfolio Fundamentals

Tactical Allocation — Basic Concept

Diversification & Portfolio Fundamentals

Rebalancing — Basic Concept

Diversification & Portfolio Fundamentals

Goal, Horizon, Risk and Allocation

System Infrastructure

Where This Fits

Core Concepts

Core Concepts are the foundational principles of money, value, time, inflation, risk, and portfolio theory.

Core Concepts Hub Personal Finance Hub

Prerequisites

No prior financial knowledge required! First principles approach:

Financial Literacy

Applied In

Conceptual foundation applied directly in:

Money Basics Banking & Cash Investing & Debt Stock Market

Related Infrastructure

Time Value of Money Inflation & Purchasing Power