Lessons
- Sequence risk: why the order of returns matters Lesson 1, 7 minutes
- Tax-aware fund choice: how a fund's build shapes your tax Lesson 2, 7 minutes
- Concentration: see what you already own Lesson 3, 7 minutes
- Inflation and rates: when bonds stop cushioning Lesson 4, 7 minutes
- Evaluating a fund: fee, benchmark and promise Lesson 5, 7 minutes
- Write your own investment rules Lesson 6, 8 minutes
Your progress
Finish all 6 lessons and get 2 of 3 right on each quiz to earn the course certificate.0 of 6 lessons passed on this device.
What you learn
- Why the order of returns matters once you draw money, shown by replaying the same four real years in reverse
- How a fund's build (notes or index options) shapes when and at what rate its payouts are taxed, shown on two Nasdaq-100 income funds
- How to add up what several ETFs hold underneath, company by company and sector by sector, to find hidden concentration
- Why holding fewer stocks protects in some years and not others: the inflation and interest-rate regime decides whether bonds hold
- Three checks for any fund (cost, result against its benchmark, and whether it kept its category's promise), shown on two income funds
- How to write a one-page set of rules (purpose, loss limit, mix, upkeep, review) with numbers from the largest falls of ETFIQ's benchmarks