A2· Preview
Financial Statement Analysis — Portfolio Construction with Fundamental Analysis
Building a fundamentally-driven stock portfolio requires combining conviction with discipline: position sizing based on quality and volatility, sector allocation capped at 20-25% per sector, correlation management so holdings don't collapse together, and 20-30 positions to achieve 90%+ of diversification benefit. This module walks through a real-world model portfolio with entry criteria, rebalancing rules, and a sell discipline that removes emotion from exit decisions.
⏱ 18 minModule A2.8
// What you'll learn
- Building a fundamentally-driven stock portfolio requires combining conviction with discipline: position sizing based on quality and volatility, sector allocation capped at 20-25% per sector, correlation management so holdings don't collapse together, and 20-30 positions to achieve 90%+ of diversification benefit.
- This module walks through a real-world model portfolio with entry criteria, rebalancing rules, and a sell discipline that removes emotion from exit decisions.
// Full access
Sign up free for full access