Investment Strategy

Lesson 1

What Is an Investment Strategy?

Clarify the concept of investment strategy and the role of rule systems in generating sustainable returns.

Lesson 2

Value, Growth, and Quality

Compare three common investing styles based on valuation, growth, and business quality.

Lesson 3

Active vs Passive Investing

Analyze the pros and cons of active and passive investing in different market environments.

Lesson 4

Where Does an Investor's Edge Come From?

Identify sources of competitive advantage such as information, analysis, discipline, and time horizon.

Lesson 5

Winning Conditions for Each Strategy

Clarify the environments and market conditions where each strategy works best.

Lesson 6

Investment Strategy Selection Framework

Choose an investment strategy that fits your goals, personal edge, time horizon, and risk capacity.

Lesson 7

Concentrated vs Diversified Strategies

Understand when concentration or diversification fits an investor's edge and monitoring capacity.

Lesson 8

Position Sizing and Capital Management

Set each position size based on probability, volatility, and risk tolerance.

Lesson 9

Cycle-Based Investment Strategy

Adjust strategy across growth, recession, and recovery phases.

Lesson 10

Strategy for Busy Investors

Design a simple, low-maintenance investment system that can still support long-term results.

Lesson 11

Building a Personal Investment Playbook

Build a personalized rulebook for consistent decision-making and emotional control.