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Build your fixed income portfolio

Overview

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In this course you’ll learn how to build a fixed income portfolio. A better understanding of different available strategies may help you make a well-informed decision regarding what may be right for your portfolio.

Objectives

When you complete this course, you will:

  • Be familiar with different techniques to build and diversify your portfolio
  • Know the potential benefits and risks of implementing various investment strategies
  • Determine the next steps when building your fixed income portfolio
Course Outline
Title Type Highlight
1. Diversify your portfolio Article
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Diversification is a technique that reduces risk by allocating investments among various financial instruments, industries and other categories. It aims to maximize return by investing in different areas that would each react differently to the same event.

Diversification is a technique that reduces risk by allocating investments among various financial... More
2. Bond investment strategies Article
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In this lesson we discuss the importance of being diversified across maturity dates when investing in individual bonds. Bond ladders, barbells and bullets are three strategies that may help you achieve this.

In this lesson we discuss the importance of being diversified across maturity dates when investing... More
3. Types of bond funds Article
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Building a portfolio of fixed income funds starts with identifying your investment goals, then understanding how different types of bond funds align with those goals.

Building a portfolio of fixed income funds starts with identifying your investment goals, then... More
4. Retirement income strategies Article
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This lesson will introduce the use of annuities as a tool in your portfolio. Please take special note of the pros and cons section.

This lesson will introduce the use of annuities as a tool in your portfolio. Please take special... More
5. Evaluating a bond fund Article
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Evaluating bond funds does not have to be complex. By using a few factors you will gain insight into risk and return, which will then give you a feel for the fund's future volatility and return.

Evaluating bond funds does not have to be complex. By using a few factors you will gain insight into... More

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