5
Intermediate PremiumBuilding a Portfolio
Learn asset allocation, diversification, portfolio overlap, and the core-satellite strategy.
5 lessons
17 min total
What you'll learn
- How to allocate between equity, debt, and gold
- Why 2-3 funds beat 15 overlapping ones
- The core-satellite portfolio strategy
- When and how to rebalance
Premium Content
This module includes interactive AI explanations and advanced metrics. Upgrade to unlock all 37 lessons.
1
Asset Allocation Basics
Equity, debt, and gold — how to split your investments.
2
Diversification vs Diworsification
Why 2-3 funds is enough and 15 is counterproductive.
3
Fund Overlap
How to detect if your funds hold the same stocks.
4
Core-Satellite Strategy
Build a stable core with focused satellites for alpha.
5
When to Rebalance
Annual vs threshold rebalancing and tax implications.