Bulletproof Personal Finance Expert Asset Allocation

How to Build an Asset Portfolio
Bulletproof Personal Finance Expert Asset Allocation
File Size :
2.02 GB
Total length :
3h 31m

Instructor

Joe Withrow

Language

Last update

1/2022

Ratings

4.7/5

Bulletproof Personal Finance Expert Asset Allocation

What you’ll learn

Construct and implement a personalized asset allocation model
Learn how to spread capital across several different asset classes to create antifragility
Determine a proper cash allocation
Acquire precious metals for home and overseas storage
Acquire real estate with advantageous financing terms
Build a stock portfolio utilizing expert risk management tools
Analyze and acquire low-risk bonds at a discount to par
Effectively manage an asset portfolio using a customized spreadsheet
Buy, sell, and trade Bitcoin using proper security practices
Understand what Bitcoin is… And why it is here
Learn how to make money in the markets, even when stocks fall
Learn the fundamentals of options trading
See why options are not the high risk asset most think
Implement advanced option strategies to generate extra income every month

Bulletproof Personal Finance Expert Asset Allocation

Requirements

This course is designed to convey both fundamental concepts and advanced strategies, thus no previous knowledge or experience is required.

Description

***Now with over 50% more course content. Get explosive information on market strategies… options… Bitcoin… and more, all for the same price.Throughout the developed world there is an invisible glass ceiling above the middle-class… Keeping average people from getting ahead.Mortgage debt… Auto debt… Credit card debt… Student loan debt… Rising costs of living… Exploding health care costs… Stagnant wages… Artificially low interest rates… Globalization… Automation… Robotics… Artificial intelligence…It all conspires to keep the glass ceiling just overhead.But there is a way out. Financial independence is more possible than ever in the Information Age.You won’t shatter the glass ceiling playing their game, however. To achieve financial freedom, you need a new game… a new set of rules.You need a new perspective.Simply contributing to a 401(k) or buying a basket of mutual funds just isn’t going to cut it. Not in today’s world.You see, most of the conventional wisdom is dangerous when it comes to personal finance. There may be nuggets of truth in the mainstream messages… But they approach finance as if it were a static institution.They do not explore money and monetary history. They do not analyze macroeconomic trends. They certainly don’t cover the intricacies of the capital markets with central bank interventions.Most conventional sources still parrot the same message:Buy term and invest the difference… earn 6-8% a year in low-fee mutual funds… stop buying lattes… retire rich.It sounds nice. And it sells books. But it doesn’t work.For one, you can’t earn 6-8% a year in mutual funds anymore. You will be lucky to break even. And you may even lose your shirt if you own the wrong assets.And saving $5 a day by dropping Starbucks amounts to a whopping $1,825 per year. Do that for twenty years and you’ll have $36,500… Which won’t even fund one year of retirement.You see, generalizations are deadly in the world of finance. There are just too many moving pieces.You need a targeted investment strategy if you want to shatter the glass ceiling and achieve financial freedom.At Bulletproof Personal Finance, there are two layers to this…First, we want to spread our capital across a number of asset classes according to a targeted allocation ratio. Think of these asset classes as “buckets”.Cash… Precious Metals… Real Estate… Stocks… Bonds… and Bitcoin – we want to build strategic exposure to each asset class.And this course will cover everything you need to know to build your own asset allocation model.Next, we want to employ the best strategies within each asset class. We want to fill our buckets with strategic investments according to the financial climate.That’s where our advanced strategies come in. This course series presents strategies that will succeed in both bull markets and bear markets.So, we want to build a strategic outer layer of asset buckets. Then we want to hone in on targeted investments to put into those buckets.In his book titled Antifragile: Things That Gain From Disorder, Nassim Taleb defined antifragility as: the ability to benefit from shocks; the ability to thrive and grow when exposed to volatility, randomness, disorder, and stressors. Our two-layer approach is all about building antifragility.We want to build an asset portfolio that will protect our capital… benefit from existing macroeconomic trends… and generate big returns with a few key investments.The goal is to gain financial independence – the ability to choose our own course regardless of what life throws at us.And that means we need to be able to thrive as the world around us changes. After all, this universe is irrefutably marked by change and paradox. Nothing stays the same forever.Bulletproof Personal Finance accounts for this with our two-layer strategy. The outer layer is all about fundamentals. The inner layer is all aboutdynamic strategies that work in any market and economic climate.But it all starts with the fundamental principles.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Money: How to Get It and How to Keep It

Section 2: Bulletproof Asset Allocation

Lecture 3 Asset Allocation

Lecture 4 Asset Allocation Spreadsheet Screencast

Section 3: Cash

Lecture 5 Cash

Section 4: Precious Metals

Lecture 6 Asset Allocation: Precious Metals

Lecture 7 Precious Metals Specifics

Lecture 8 How to Buy Precious Metals Online

Lecture 9 How to Store Precious Metals Overseas

Section 5: Real Estate

Lecture 10 How to Finance Residential Real Estate Properly

Section 6: Stocks

Lecture 11 Stocks

Lecture 12 Stocks Spreadsheet Tracker

Lecture 13 How to Buy Stocks on TD Ameritrade

Lecture 14 How to Buy Stocks on Interactive Brokers

Section 7: Bonds

Lecture 15 Asset Allocation: Bonds

Lecture 16 More on Bonds

Section 8: Bitcoin

Lecture 17 Bitcoin

Lecture 18 Quick Note About the Following Screencast

Lecture 19 How to Use Bitcoin – Screencast

Lecture 20 The Beauty of Bitcoin

Lecture 21 Bitcoin as a Disruptive Technology

Lecture 22 Bitcoin and the Blockchain

Lecture 23 Make Money Mining Bitcoin

Lecture 24 Bitcoin’s Monetary Policy

Lecture 25 Practical Applications

Lecture 26 Bitcoin Q&A

Section 9: Advanced Strategies

Lecture 27 How to Make Money When Stocks Fall: An In-Depth Guide to Short Selling

Lecture 28 The Basics of Options

Lecture 29 Call Options

Lecture 30 Put Options

Lecture 31 Options Primer

Lecture 32 Covered Call Canter

Lecture 33 Covered Call Screencast

Lecture 34 Naked Put Promenade

Lecture 35 Naked Put Promenade Screencast

Section 10: Conclusion

Lecture 36 Conclusion

Lecture 37 Bonus Lecture: Finance for Freedom Coupon Code

Tired of the same old “personal finance for dummies” advice? This course will show you how to build an asset portfolio like the experts!,Looking to integrate advanced risk management techniques into your financial plan? This course will deliver!,Are you well-versed in personal finance but looking for advanced strategies? This course will show you how to leverage prominent macroeconomic trends to scale your income and build wealth.,Are you a young professional just getting started in your career? This course will show you exactly how to master your finances and start planning for retirement.,Are you worried about how artificial intelligence and automation will impact your job? This course will give you the tools you need to thrive in the economy of tomorrow. More importantly, this series will impart the mindset you need to overcome all obstacles you face.,Are you a professional approaching retirement? This course will show you how to secure your finances, structure your assets in a conservative way, and set yourself up for a worry-free retirement.

Course Information:

Udemy | English | 3h 31m | 2.02 GB
Created by: Joe Withrow

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