Table of contents
Eight lessons. Ends with your allocation rule.
- 01
Risk Tolerance vs Risk Capacity
Two different things people constantly confuse.
- 02
The Honest Risk Questionnaire
Stop guessing your risk profile. Find it.
- 03
Time Horizons: Short, Medium, Long
Why money with a date needs a different portfolio.
- 04
Your Investor Personality
The four honest archetypes.
- 05
What Drawdowns Actually Feel Like
The experience most investors underestimate.
- 06
Why Your First Portfolio Is Too Aggressive
The one mistake nearly every first-time investor makes.
- 07
Mapping Goals → Timelines → Allocation
The translation layer that makes everything work.
- 08
Red Flags Your Allocation Doesn't Match You
Capstone — write the allocation rule you'll actually follow.
Capstone
Ready?
Two kinds of risk. Only the lower one matters.
Four minutes. You'll leave with the one distinction that protects every allocation decision you'll ever make.
Begin Lesson 01 →Key terms
Plain-English definitions for every concept in this stage.