Courses

The Advance Investing Course Part 1 provides a comprehensive foundation in investing, equipping you to compare various investment options with widely accepted benchmark strategies. You’ll start by mastering the essential building blocks of a strong portfolio, including an in-depth exploration of the popular 3-fund portfolio and techniques for analyzing and measuring risk effectively. As you progress, we’ll introduce strategies for diversifying your portfolio, such as incorporating TIPS, intermediate and long-term bonds, and varying stock types by value, growth, market size, and geography. You’ll also explore alternative assets, including gold and crypto. For short-term strategies, we’ll evaluate investment options against benchmark approaches covered in the Essentials of Investing Course.

The course then transitions to critical investment evaluation methods, covering fundamental and technical analysis, macroeconomic connections, and an introduction to crypto, derivatives, and short selling. Finally, you’ll gain a comprehensive understanding of the financial industry—examining central banks, asset management firms, venture capital, and fintech companies—and their impact on your passive investment strategy. It requires about 1 hour a week over the next 12 weeks to complete:

Module 1 - From Essentials to Advanced

Module 2 - Enhanced Long-Term Essentials Portfolio

Module 3 - Enhanced Short-Term Essentials Portfolio

Module 4 - Evaluations: Macro Economics, Fundamental Analysis, and Technical Analysis

Module 5 - Breakdown of Financial Industry

Continuing in Part 2: We’ll dive deeper into a comprehensive exploration of advanced investing strategies, blending proven frameworks with innovative approaches to help you optimize returns and effectively manage risks. Dive into renowned portfolio strategies such as the Warren Buffett, Ray Dalio, Bernstein, Bill Schultheis Coffeehouse, and Paul Merriman Ultimate Buy and Hold approaches, as well as other time-tested methods designed to build a balanced and efficient portfolio.

Additionally, the course delves into unique, research-backed strategies like dual momentum, tactical income, leveraged portfolios, and value averaging—empowering you to enhance growth while mitigating risks. Whether you're refining your investment approach or building a strong foundation, this course provides the insights and tools to achieve success as a passive investor.

Module 6 - Various Popular Portfolio Options

Module 7 - Unique Portfolio Options

Module 8 - Leveraged Portfolio Options

Module 9 - Conclusion + Bonus Technics

• Full course access with self-paced modules

• Optional live Course Support Q&A sessions for clarity and real-time help

• Access to recordings from past support calls and community discussions

• Forum participation for ongoing questions, shared learning, and accountability

• Additional live conversations and community content to explore alongside the course

• A supportive environment to stay consistent, apply concepts, and keep progressing

Community Access is designed to complement the course with ongoing guidance and connection. You can move through the lessons at your own pace while also having opportunities to ask questions, join live discussions, and engage with other DIY investors inside the community.

To explore membership options and community benefits, click the Community Access button above.