This course is a great match for me. I’m learning quite a bit about measuring risk and returns of stocks. While I’ve been using these tools in my own investing, I’ve been merely using them without understanding how they are calculated and what they really mean. The presentation of the information is excellent. It’s not too fast and not too slow. The teacher really knows what he is talking about and it shows in his ability to relay that information to the viewer.

Upon completion of the course, I’d like to compare it to another Finance course I took from a different learning platform. This course is such much more applicable to investing. The layout of the course flows perfectly; it doesn’t seem as if anything is missing in the presentation. The teacher, Vash, is absolutely excellent in his enagagement with the student. I’m looking forward to taking a couple of more courses from Fervent.

This course is an introduction to portfolio management. Students will learn how to estimate the expected returns and risks of assets based on historical data and forecasts using some classical models, and then assemble a diversified portfolio. The authors of the course outline the basic steps of the portfolio management “pipeline” and give references which facilitate further familiarisation with the subject.

The course does not require any preliminary knowledge in mathematics. As a corollary, presented models are the most simple. In particular, portfolio optimisation problem is not considered at this point. However, the course administrator kindly provided convenient references on this subject by request.

I advise this course to everybody who is interested in a gentle introduction to portfolio management.

Clear , easier and rish

I have fully understand the investment basic information,

Amazing course! The explanations are clear and the content is easy to follow, even if you are a beginner. The quizzes after every lesson help a lot to understand the presented concepts. However, it would be nice to see some real world examples too.

As a side note, the intros throughout the course are a bit too loud compared to the content.

I was looking for a course exactly like this one. It lived up completely to my expectations. In fact, it exceed my expectations.

The instructor warned that this is a challenging course and I agree completely. But it’s doable if you do the work. You should have the necessary prerequisites. If not, I believe you’ll struggle with the course.

Most courses describing portfolio techniques don’t validate whether the techniques are statistically significant. That means using the techniques without such knowledge could be a waste of time, or more specifically, you’ll lose money.

The instructor presented the materially well and if you do the work, you will learn from this course. It may present some surprises along the way, but that is what should happen with real-world results. This is a refreshingly honest and eye-opening course.

Whenever courses end with “see you in the next video, it leaves a bitter taste in my mouth, as it invariably indicates incompleteness.

The content presented might be mathematically challenging for some, but it is pretty basic from a portfolio management point of view. It ends with the (mathematically sound) conclusion that you minimise the risk of a portfolio by getting rid of risky stocks.

Thus the course ends exactly where portfolio management becomes interesting and useful – by balancing risk and reward. How do you minimise risk at a given reward expectation.

Maybe that was planned for the missing video(s) ?! As is, I am very disappointed, albeit the content up to where it abruptly ends is rather well done.

Hi Team,

I had been following stock markets from past 15 years with various sort of analyses for forecasting(an unsuccessful I must admit). I had been a keen Technical Analyst(Pursuing CMT level 2) after dismissing Fundamental Analysis as something very abstract,complex and unnecessarily dense.

But after looking at this course I found a way to actively add a new dimension to my studies. In the short while I have been able to find out importance of many valuation techniques which help me understand the price movement thanks to this course.

Thank you team for designing this wonderful course.

Regards
Raj Sheth