Module 4: Understanding Risk & Building a Diversified Portfolio

Lessons

Lesson 1.1 – Risk, Time Horizon & Building the Right Asset Mix

Many people think risk is just about picking the ‘right’ investments, but it’s really about how your goals, timeline, and emotions interact. This lesson explains how time horizon and emotional tolerance shape investment risk, and how these factors guide the right mix of assets for a portfolio you can stay invested in long term.

Download the workbook

Lesson 1.2 – Choosing Where and What to Invest In

Some investors don’t realise that choosing where they invest matters as much as how much risk they take. This lesson explains how global, US, UK, and emerging market exposure work, how sectors and company sizes affect risk, and how to build a diversified portfolio without unnecessary complexity.

Download the workbook

Scroll to Top