The Portfolio Blueprint: Smart Risk & Asset Allocation

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About Course

Go from Macro Analysis to Your First Diversified Portfolio. The Complete Guide to Risk Mitigation.

Most investors fail not because they bought the wrong stock, but because they built the wrong portfolio. They are ‘top-heavy’ in one sector, over-leveraged in one position, or they have no plan for when the market weather changes.

The Portfolio Blueprint is ShareNavigator’s proprietary framework for building a resilient, professional-grade investment portfolio. In this course, we move beyond the ‘charts’ and into the ‘architecture’ of wealth. You will learn the Core & Satellite model—a strategy used by institutional fund managers to balance the safety of global indices with the high-growth potential of individual stock picks.

We strip away the guesswork and replace it with mathematical rules: The 5% Rule, the Macro Weather filter, and the Rebalancing habit. Whether you are starting with €2,000 or €200,000, this blueprint provides the structural integrity your money deserves.

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What Will You Learn?

  • The Macro Weather Report: Learn how to identify if the overall market is in a "Buy, Hold, or Protect" phase before you ever place a trade.
  • The Core & Satellite Strategy: Master the art of using low-cost ETFs as your foundation while using EquityScan to find high-alpha "satellite" stocks.
  • The 5% Risk Guardrail: Implement the professional standard for position sizing to ensure one "Black Swan" event never ruins your account.
  • Sector & Asset Correlation: Understand why owning 10 different stocks isn't always "diversified" and how to find true balance across industries.
  • The Rebalancing Ritual: Learn the exact process for "harvesting" profits from your winners to fund the next great opportunity at a discount.
  • Execution with Confidence: Know exactly how to transition from your "Technical Edge" research to a live, balanced portfolio on the IG platform.

Course Content

1. The Macro View
Reading the Market Weather

  • Lesson 1.1: Market Cycles & Economic Weather
  • Lesson 1.2: The Correlation Secret
  • Lesson 1.3: Safe Havens vs. Growth Engines
  • 👨‍🏫 Mentor Insight: The “Tide” Analogy

2. Building the Foundation
The Core & Satellite Model

3. Risk Mastery
The 5% Rules of Survival The best technical setup in the world can still fail. Professional investors survive because they don't bet the farm on a single idea. We use mathematical guardrails to ensure that even a "Black Swan" event won't take you out of the game.

4. Maintenance & Rebalancing
The Long Game of Wealth A healthy portfolio is like a garden; it needs regular maintenance. In this final topic, we learn how to prune our winners and remove our losers without getting emotional. This is the difference between "Trading" and "Investing."

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