Module 3: Investment Portfolio

Master Investment Strategy

Investment Basics

Fundamentals

  • Capital Growth
  • Passive Income
  • Compound Interest
  • Market Cycles

Asset Classes

Stocks 📈

High growth potential

Bonds 📊

Stable income

Cash 💰

Safety & liquidity

Risk & Return

Risk Levels

  • Conservative: Low risk
  • Moderate: Balanced
  • Aggressive: High risk

Level 3 Challenge

  • Allocate $10,000
  • Balance risk & return
  • Meet minimum allocations
  • Optimize performance

Strategy Tips

  • Diversify holdings
  • Regular rebalancing
  • Long-term focus
  • Monitor performance

Start Investing

Ready to build your portfolio?

Start Level 3 →