Stage 10
Part Four · Lazy-Genius Path

Building Your First Portfolio

Stop picking instruments and start assembling — allocation, lazy portfolios, drift, rebalancing.

The act where you stop thinking about individual instruments and start assembling. Allocation, lazy portfolios, drift, rebalancing, goals. Eight lessons that turn knowledge into a real portfolio you can hold for decades. Capstone is your signed allocation.

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StartLesson 1 · What a Portfolio Actually Is
What you’ll learn & rewards8 lessons · Portfolio-Builder badge · 288 coins
  • How to build an allocation that fits your horizon
  • Three or four 'lazy portfolios' that work
  • Why your portfolio drifts and what to do about it
  • A rebalancing rule you can actually follow
  • How to backsolve: what monthly amount hits your goal
  • Your signed first portfolio
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