←Stage 16
Part Seven · Portfolio Construction & Management

Portfolio Construction

Turn a messy grab-bag of stocks into a clean, deliberate core-satellite portfolio.

From "I own stocks" to "I have a portfolio." You inherit a messy 14-position grab-bag and, across seven hands-on lessons, repair it into a clean, deliberate, core-satellite portfolio you actually built yourself.

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StartLesson 1 · How Many Positions Is Right
What you’ll learn & rewards7 lessons · Architect badge · 252 coins
  • A clean 8-position core-satellite portfolio
  • Diversification across stocks, bonds, real estate, commodities
  • Coverage of at least three regions, not just the US
  • A 10% per-position cap you can defend
  • A written core / satellite split layered on top
  • A foundation that carries forward into Stage 20's IPS
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All lessons

  1. 01How Many Positions Is Right
  2. 02Position Sizing Basics
  3. 03Real vs Fake Diversification
  4. 04Correlation Basics
  5. 05Sector Allocation
  6. 06Geographic Allocation
  7. 07Core-Satellite Structure

Key terms in this stage