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Subject 4 of 11

Investment principles

The core ideas that apply to any investment, whatever the product.

5 topics · 15 lessons

1Risk and return

  1. Types of risk↗
  2. Measuring return↗
  3. Risk tolerance↗

2Portfolio

  1. Diversification↗
  2. Asset allocation↗
  3. Rebalancing↗

3The power of time

  1. The long term and compounding↗
  2. SIPs and regular investing↗

4Costs, tax and liquidity

  1. The effect of fees↗
  2. The effect of tax↗
  3. When you will need the money↗

5Investment styles

  1. Value↗
  2. Growth↗
  3. Dividend↗
  4. Passive and index↗