Your investment portfolio should be as unique as your fingerprints. Create yours in just 10 weeks. Own your financial future.
Create a ready-to-invest portfolio YOU have designed to meet YOUR unique needs. 🎯
Gain clarity on your money goals and hit that buy button with confidence. 🧭
Start building long-term wealth for your family. 💰
You’re a savvy professional who wants to build wealth in the stock market, but is confused how to start or have dabbled with mixed results.
You want to learn from an expert (20+ year Wall Street veteran), who is no B.S., speaks human, not jargon, and makes investing fun.
You want to steward your wealth with confidence, keeping it simple and with a reasonable time commitment, not spending more than an hour/wk.
You'll have built your portfolio, custom-designed for your investment goals, timeframe, and risk tolerance.
After 30 days, through hands-on activities in small groups, and a lot of guidance from me, you’ll be ready to smash that buy button with confidence.
Shift from fear and scarcity to abundance. Push through what's held you back from investing well in the past.
Investing now brings you peace of mind because you know what to do, how to do it, and why you're doing it.
You'll learn how to use the tools provided to make ongoing adjustments to your portfolio.
Having mastered key investment concepts, you'll stop second-guessing yourself and getting spooked when markets get rough.
Classmates can become your “Investment Committee” with which to share new investment ideas or parse the markets. You'll build friendships working in breakouts, and find 2-3 "thought partners" you'll want to continue discussing investments with after the course.
Because you’ve applied a Nobel Prize-winning approach to reducing risk, you no longer worry yourself awake.
It’s not over when you hit that buy button. You'll continue to monitor your portfolio with confidence. All it takes is an hour a week.
Anyone Can Invest Now
Kurt S., PhD.
I help women to take control of your financial life by learning how to invest and start building your version of financial freedom, without overwhelm.
This is more meaningful to me than having invested billions over my 20+ year Wall Street career.
The difference between losing money or making money is whether you speculate (fruitless short-term trading) or invest (sticking to a long-term strategy).
I made my way as a scholarship kid from India to Singapore, Lafayette College, and Harvard Business School. My years at Goldman Sachs and other Wall Street firms helped me hone my time-tested investment philosophy and strategy.
The purpose of this course is to teach busy professionals who are rockstars in their world but investment amateurs or novices. This course is for those who want to grow their wealth with confidence, ease, and a manageable time commitment.
Clarify your money goals and stop self-sabotaging your returns
Your money beliefs impact your investment returns. 🧠
Assess where you are financially, visualize where you want to go, and learn how to avoid the psychological pitfalls that can cost you a fortune over a lifetime of investing.
Discover your deepest, truest motives for stewarding your wealth. Learn to conquer your “inner villain”.
Understand the key principles of investing
Successful investing is not mysterious. 🎩
It hinges on mastering a small number of key concepts. In this session, you'll:
You'll embrace, not fear, the market's volatility.
Build version 1.0 of your custom portfolio
Build a portfolio suited to your risk tolerance, investment goals, and time horizon. 💰
In this session, using prescreened data, you'll apply the investment concepts you just learned and create a rough draft of your portfolio. We'll build your prototype in real-time, as a group.
Master my proprietary tool to zero in on the best funds for you
Now that you can easily sling data around, I’ll show you how to narrow down your investment choices from thousands of funds. 🎯
In this session, you’ll learn how to use my proprietary screening tool to find the handful of funds that meet your criteria. No need to overthink or overanalyze your choices -- My tool keeps things simple.
Build version 2.0 of your custom portfolio
A random list of funds does not make a portfolio. 📈
In this hands-on session, you’ll play with the funds you screened in session 4 to build a portfolio that is tuned for your investment objectives, timeframe, and risk tolerance.
You’ll understand why you're choosing each fund, and what role it will play in your portfolio.
Optimize version 3.0 of your portfolio for the risk you’re willing to take
Enhance your portfolio even further. ✅
In this session, you’ll learn to use a powerful tool well-known to investment professionals to squeeze out a bit more potential return without taking on more risk.
It’s a simple but effective technique that most amateur investors don’t know about.
Test drive version 4.0 of your portfolio to sleep better at night
You’ll sleep better at night after you test drive your portfolio through your worst-case scenario. 🏁
In this session, I will teach you to run Monte Carlo simulations to estimate how much money you could lose should all hell break loose.
Don’t like what you found out? Tweak your portfolio.
Run through our “pre-flight” checklist and launch
You are now ready to hit the buy button and start populating your brokerage account with your hand-picked ETFs and mutual funds.
In this session, I will address any lingering questions/fears/doubts, review key concepts as needed, and make sure that you are off to a confident start as an investor.
12:30 - 1:30 PM ET or 6:30 - 7:30 PM ET
You'll pick either the afternoon or evening cohort for our live workshops, where you'll learn, apply and practice in small breakouts. Plus I host an afterparty after class to answer your questions.
1 - 2 hours per week
Learning is best when there's a specific action item after class. There will be some pre-reading for certain weeks.
Active learning, not passive watching
Live workshops and hands-on projects make learning fun. Unlike lecture courses, I'll teach a concept, show you an example, give you a prompt, and then you’ll do it in a small breakout group.
You learn by doing, not by watching.
Learn with a cohort of peers
Surround yourself with like-minded people who want to grow alongside you. Working and helping each other with the group exercises ensures that no one gets left behind.
Make new friends with people who share your interests.
Personalized guidance and feedback
In this course, you will create four iterations of your portfolio. Because I’m not a financial advisor I won’t guide you on specific funds to buy or which asset categories to choose.
But I can teach you to think about the composition of your portfolio and how to choose funds that meet your investment criteria.
I'll also provide personalized feedback after every portfolio submission.
We'll have a private Slack channel for our cohort to get to know each other, post questions and answers, homework assignments, or anything else that helps us learn and grow as investors.
The community aspect of cohort-based courses has become my favorite part of online learning.
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