Intermediate Investing

Intermediate Investing

Once you know the basics of what it means to invest (what is a Stock, how to look up quotes, and some of the other basics), you can begin to think about building a Portfolio, which means understanding what it means to diversify and how to build an investing strategy.

This unit will introduce ETFs and Mutual Funds – packaged investments that group together many different assets into one unit, plus bonds. We will also cover what it means to develop an investing strategy, and some of the nuts-and-bolts of building a portfolio and making trades.

About Kevin Smith

Kevin is the content manager for Personal Finance Lab and is from Chicago, Illinois. He has a Master's Degree in Economics from Concordia University in Montreal, Canada. In addition to an economics background, he has also built training manuals to prepare finance companies for licensing requirements in mortgage loan origination and insurance sales.