Freedom
to Invest
“I never thought I would feel confident talking about my investments. Now I'm the one people are calling to learn more.”
Norah Thompson, NM
WELCOME
Portfolio Degree
We started Portfolio Degree to help our members learn how to manage their portfolios like professionals. We want you to have better conversations with bankers, investors, and your friends and family about investments.
We're not trying to teach you how to day trade or time the market. We're here to help you understand decades old academic methods that value stable wealth creation and help you minimize risk.
We're here to teach you about the metrics investment professionals use when constructing their portfolios and how they make their decisions. We're also going to show you our research and what actually works so you can better understand how to define your path based on the strategies that are available to you.
How can you get started? We offer two paths: 1) Video-based training program and 2) Live virtual group training sessions. From there you can join a Power Hour to get a good overview or sign up for the full training program to get access to over 4.5 hours of training material.
We're glad you're here! Today's the day you finally take that step towards knowing more about your investments.
Introductory Videos
Introductory Videos
Portfolio Degree - Ad Trailer
Investments Program Preview
Portfolio Degree - Freedom to Invest
Learn How to Invest
What's unique about Portfolio Degree?
Asset Grades, Portfolio Grades & Weekly Research Reports backing our methods.
Search through over 7K assets available on the Nasdaq and the NYSE.
View our test funds and learn how to read them to understand what's working.
Test Funds
How many assets to include in your portfolio.
Which metrics work best for stock selection.
How much return history to use. Short-term vs Long-term
How often to rebalance your portfolio.
We maintain and update 1,225 test funds that we update weekly.
Results are posted for members with full access.
Investment Training Topics
Learn how to select stocks using Expected Return, Alpha, Sharpe's Measure & Treynor's Measure.
Understand how to apply Portfolio Optimization and Risk Aversion strategies.
Leverage custom tools that help reinforce core investing principles.
Build and manage your portfolio like it's a personal hedge fund.
Invest in the assets you want while learning how to balance risk.