Cohort meets Tues and Thurs 6:30-8:00pm EST

Cohort 12b - Evening

Your stock investment portfolio should be as unique as your fingerprints. Create yours in just 10 weeks. Own your financial future.


Andy Gupta

Anyone Can Invest Now

Goldman Sachs

Harvard University

Create a ready-to-invest portfolio YOU have designed to meet YOUR unique needs. 🎯&nbsp; Gain clarity on your money goals and hit that buy button with confidence. 🧭 Start building long-term wealth for your family. 💰

Go from novice to confident stock market investor 🚀

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.&nbsp;

You want to steward your wealth with confidence, keeping it simple and with a reasonable time commitment, not spending more than an hour/wk.

Who is this stock market investing course for?

After taking this course you’ll ….

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.

Be ready to invest your portfolio 🌱

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.

Go from confusion to clarity 🎉

You'll learn how to use the tools provided to make ongoing adjustments to your portfolio.&nbsp;Having mastered key investment concepts, you'll stop second-guessing yourself and getting spooked when markets get rough.

Own an investment toolkit 🛠️

﻿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.

Have a close-knit community of fellow investors  👩🏻👨🏼🧔🏾

﻿Because you’ve applied a Nobel Prize-winning approach to reducing risk, you no longer worry yourself awake.

Sleep better at night 😴

﻿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.

Spend only an hour per week monitoring ⏰

﻿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”.

Clarify your money goals and stop self-sabotaging your returns

﻿Successful investing is not mysterious. 🎩It hinges on mastering a small number of key concepts. In this session, you'll:<ul><li>demystify the vocabulary of investing</li><li>learn to use compounding to your advantage</li><li>understand the power of correlation, and</li><li>grasp the power of asset allocation.</li></ul>You'll embrace, not fear, the market's volatility.

Understand the key principles of investing

﻿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.

Build version 1.0 of your custom portfolio

﻿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.

Master my proprietary tool to zero in on the best funds for you

﻿A random list of funds does not make a portfolio.&nbsp;📈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.

Build version 2.0 of your custom portfolio

Enhance your portfolio even further.&nbsp;✅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.

Optimize version 3.0 of your portfolio for the risk you’re willing to take

﻿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.

Test drive version 4.0 of your portfolio to sleep better at night

Congratulations!&nbsp;🚀﻿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.&nbsp;

Run through our “pre-flight” checklist and launch

Course syllabus

Your 10-week Expedition Map 🧗🏼‍♀️

Graduation Celebration 🎉

As featured by Tony Robbins & Dean Graziosi at a global event with 15,000 people

Student transformations 🎉

Brandi shares how this course "changed my life" (3 mins)

From overwhelmed after a divorce to empowered...

Meet your coach

Hi, I'm Andy!

Brooke shares her transformation.

Join our live workshops, where you'll learn, apply and practice in small breakouts. Plus I host an afterparty after class to answer your questions.

Live Tuesdays & Thursdays

Learning is best when there's a specific action item after class. There will be some pre-reading for certain weeks.

Guided self-paced action items

The secret sauce to your success is your expedition team of 3-5 other women.

Course schedule

More student transformations 🎉

How Selah invested her portfolio in 10 weeks (5 mins)

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.

Active learning, not passive watching

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.

Learn with a cohort of peers

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.&nbsp;

Personalized guidance and feedback

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.

Community engagement

Learning is better with cohorts, personalized guidance and expert feedback

The Top 10 Reasons to Take a Course with Andy

Selah shares why it's hard to learn from free YouTube videos and books (2 mins)

Frequently asked questions

Cohort 5 Graduation Celebration 🥳

I’m so confident this program I've created will deliver value to you that I’m comfortable derisking the purchase for you.&nbsp;If you're not satisfied and have been attending the workshops, just call me within 30 days of the first class for a full refund. Simple as that.

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