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Create Your Ideal Asset Allocation

Plan out what funds you'll invest in and in which accounts for maximized diversification and tax-efficiency.

Intermediate Difficulty

1-2 hours Duration

Join Minafi for free to start

What to Expect From This Course

Plan out what funds you'll invest in and in which accounts for maximized diversification and tax-efficiency.

This course consists of:

  • 5 Articles (about 1 hour)
  • 1 Activity (about 1 hour)

You can complete it in about 1-2 hours, or you can spend an hour a week for 2 weeks.

About the Author

By Adam

Hi, I'm Adam! I help millennials invest to reach financial independence sooner than they ever thought possible. Want to see what you could do to reach FI sooner? You're in the right place!

Reviews

So far 1 person has reviewed this course, with an average rating of 10.0 out of 10 .

10 Informative

This course builds on the previous information. It helped me understand the effect complexity has on the portfolio. The section on retirement and dynamic bond tent was insightful.

By By Vitaliy Vitaliy on May 15, 2020. Vitaliy completed 100% of the course when they wrote this review.