About the Course
Learn how to build a strong portfolio using diversification, risk profiling, CAPM, DCF, Screener.in, and market analysis for better financial decisions.
Course Structure
- Price: FREE
- Duration: 60 minutes
- Format: On-demand video lessons
- Mode: Self-paced
- Certificate: Yes, with completion
- Where: Available on the Juno School mobile app (Android & iOS)
What You’ll Learn
- Portfolio Diversification Strategy: Understand why it’s essential to diversify across asset classes (stocks, bonds, gold, crypto, real estate, IPOs, mutual funds) to manage risk effectively.
- Investor Profiling & Risk Appetite: Align portfolio choices with age, income, responsibilities, and risk appetite—classifying portfolios into aggressive, moderate, and conservative approaches.
- Liquidity, Time Horizon & Taxation: Evaluate investment options based on liquidity (ease of exit), investment time horizon, and tax implications (LTCG, STCG, etc.) for goal-based planning and real returns.
- Fundamental & Technical Analysis Frameworks: Use tools like Screener.in for fundamental analysis (P&L, balance sheet, cash flows, ratios), and understand technical analysis (candlestick charts, price patterns) to time entries.
- Financial Models Explained: Learn about Beta, Alpha, CAPM (Capital Asset Pricing Model), and DCF (Discounted Cash Flow) to assess return potential vs. opportunity cost.
- Portfolio Construction & Evaluation: Build and review a portfolio, starting from macroeconomic trends, sector analysis, company research, to portfolio revision, including ongoing rebalancing and monitoring.
- Alternative & Hybrid Investments: Explore alternative investments like collectibles, private equity, and various mutual fund types to expand beyond conventional instruments.
Course Format
This course is delivered through on-demand video lessons, allowing you to learn at your own pace. You can access the course anytime, anywhere using the Juno School mobile app.
Who It’s For
This course is designed for:
- Beginner investors looking to build a diversified portfolio.
- Individuals interested in understanding risk profiling and aligning investments with their risk appetite.
- Anyone seeking to learn about fundamental and technical analysis for better financial decisions.
Why Take This Course
By taking this course, you will:
- Gain practical knowledge of portfolio diversification strategies.
- Understand how to assess your risk profile and make informed investment choices.
- Learn to use tools and frameworks for fundamental and technical analysis.
- Receive a certificate of completion to showcase your new skills.