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Course: Optimal Investment Strategies for You

 


From the other courses, we have been learning about investments and the different vehicles. It is now time to learn about you and your needs. This course focuses on what you must learn about yourself to be successful while investing. Interesting, right? Remember to ask your questions in the education section of the AssessWorth platform.

Optimal Investment Strategies for You

To get started with this course, here are the topics that match your needs:

1. Defining Who You Are: 5 Methods of Self-Reflection


Who really are you? What do you want? Why do you invest? The answer to these questions can give you the needed boost in your investment journey. Explore the five methods of reflecting on yourself by reading this article.

2. Understanding Your Financial Goals


As we have told you a million times, there is no "one-size-fits-all" approach when it comes to investing. Your financial goals are most likely significantly different from the goals of someone near you, even if they are your twin. To understand your financial goals, read this article.

3. Long-Term Vs Short-Term Investments


How you invest depends on your purpose of investing. Invest long-term if you are a passive investor and do not have the time to read the charts and news regularly. Invest short-term if you are willing to be readily involved in the market. Which strategy is right for you? Read this article to find out.

4. Diversifying Your Portfolio


Different people have different needs to diversify their portfolios. If you play safe, combine stocks that have low or negative price correlation to minimize your portfolio risk. If you care more for returns, go for portfolios with single highly profiting assets. Which strategy is right for you? Read this article to find out.

5. Portfolio Rebalancing and Reconstruction


After constructing your portfolio, things may head south. You have to prepare for such events as well as know what to do when they occur. While we've got your back and will not allow you to head south in your investment journey, you have to know what's happening and why certain measures were taken, right? To learn all you need to know, read this article.

Conclusion

You surely will be a pro at self-reflection in your investment journey by the time you are done with this course. Congratulations, as nothing is stopping you from starting your fruitful investment journey. Remember that if you get stuck along the way or have any questions to ask, you can always contact us and ask your questions in the education section of the AssessWorth platform.

Cheers

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