Mastering Diversified Portfolio Strategies
The purpose of this course is to educate financial professionals on the principles and benefits of building diversified, multi-asset portfolios for long-term success. The course emphasizes the importance of spreading risk across uncorrelated asset classes, such as stocks, bonds, real estate, and commodities, to manage volatility and enhance returns. Key topics include the 7Twelve portfolio model, the impact of portfolio costs, the necessity of rebalancing, and the role of low-correlation assets in stabilizing portfolios. Attendees also learn how to align portfolio strategies with client goals and set realistic expectations by using appropriate benchmarks. The course provides actionable insights to help advisors construct portfolios that balance risk and return effectively over time.