Responsible Investing from Zero to Hero

Learn how to Invest Responsibly like a Professional - Start from the basics all the way to trading Stock Options

Created by: Davide De Micco
Product Lead

What Will I Learn?

• How to think about your personal finances like a Hedge Fund Manager.
• Build a balance sheet of your personal wealth and net worth in Google Sheets. Learn how to update it over time and see how it is growing and why.
• Learn why today’s financial advice for individuals does not work and how sophisticated investors manage their personal finances.
• Learn about different types of investments (asset classes) and their role in a balanced portfolio.
• Develop an understanding on how to pick the proper ETFs to use in your portfolio and why.
• Learn about Returns, Risk and Diversification like an Investment Professional.
• Calculate Historical Returns and Volatilities in Google Sheets with freely available data for any ETF you are interested in adding to your portfolio.
• Learn how Modern Portfolio Theory works and build a 60/40 Asset Allocation model in Google Sheets.
• Learn how Risk Parity works, why it is a better approach for a balanced portfolio.
• Build step by step a Risk Parity portfolio in Google Sheets.
• Trade your own Risk Parity portfolio in a simulated environment.
• Learn about Stock Options! How they work and how they can be used to achieve leverage in your Risk Parity portfolio.
• Really Invest like a professional , by adding leverage to your Risk Parity portfolio by using Stock Options.
• Step by step practical walkthrough on how to trade Stock Options in a simulated environment.
• Understand how taxes can impact your returns and how to harvest your losses year over year.
• Bonus Material: Cryptocurrencies! Learn how to add Crypto to your balanced portfolio and how to farm attractive yields in a 0% interest rate environment.

Requirements

• High school level math.
• An open mind.
• A little bit of Grit!

Target audience

• Anyone interested in Investing responsibly their personal savings.