Strategic Investing: Risk, Value, and Portfolio Construction
Move beyond basic stock picking to master the mechanics of valuation, risk management, and institutional-grade portfolio construction.
Like Duolingo, but for Strategic Investing: Risk, Value, and Portfolio Construction. Tomo turns the whole topic into a game you play five minutes a day, until it actually sticks.
79 levels across 8 sections, about 158 minutes end to end, roughly 32 days at five minutes a day. It moves through Refining Your Core Strategy, The Art of Valuation, Fixed Income and Alternatives, Managing Risk and Volatility, Market Cycles and Macro Drivers, Advanced Portfolio Theory, Behavioral Mastery, and The Professional's Toolkit. It assumes you already know the basics.
Free forever · No credit card · iPhone & Android
Key ideas in Strategic Investing: Risk, Value, and Portfolio Construction
- Adding more assets with high correlation lowers the chance of beating the market index
- Expense ratios are annual fees expressed as a percentage of assets under management
- Excessive diversification increases management complexity and transaction costs without reducing risk
- Identifying diworsification where excessive holdings dilute performance
- A small fund's high fee impacts the total portfolio less than a large fund's fee
- Calculating the weighted average expense ratio of a portfolio
- Individual stocks often move in tandem with other companies in the same industry sector
- The Sell-to-Sleep test uses emotional stress as a proxy for exceeding your actual risk capacity
- Sector concentration can lead to massive losses if that specific industry faces a downturn
- Portfolios should be adjusted until the investor no longer feels the urge to panic-sell during volatility
- Mapping stocks to sectors to find hidden overlaps
- Paper wealth is an unrealized increase in value that is not taxed until the asset is sold
- Selling or exchanging an asset 'locks in' the profit and creates a capital gains tax liability
- Applying the Sell-to-Sleep test for risk tolerance
- Distinguishing between realized gains and paper wealth for tax planning
- Broad-market index funds capture 'beta' or the general market return
You've tried the other tabs
Thirty open tabs. Four facts you actually kept.
You watched. You nodded. By Sunday it was gone.
One answer, then back to scrolling.
Eight weeks. You meant to finish. You didn't.
Tomo gives Strategic Investing: Risk, Value, and Portfolio Construction the Duolingo treatment: levels, streaks, and quick quizzes that test what you just learned. That game loop is what the tabs above never had, so it's the one you actually finish.
Here's what playing it feels like
A real question from this course. Take your best guess.
How are the management fees for a mutual fund or ETF typically expressed to investors?
Get it right to open this lesson and 78 more in the app.
Where Strategic Investing: Risk, Value, and Portfolio Construction takes you
- 1
Refining Your Core Strategy
- Auditing Your Current Holdings
- The Core-Satellite Framework
- 2
The Art of Valuation
- Discounted Cash Flow (DCF) Fundamentals
- Relative Valuation and Multiples
- Analyzing the Economic Moat
- 3
Fixed Income and Alternatives
- The Mechanics of Bonds
- Real Estate and REITs
- Commodities and Hard Assets
- 4
Managing Risk and Volatility
- Standard Deviation vs. Tail Risk
- Hedging with Options
- Correlation Breakdown
- 5
Market Cycles and Macro Drivers
- The Business Cycle and Sector Rotation
- Central Banks and Interest Rates
- 6
Advanced Portfolio Theory
- Modern Portfolio Theory (MPT) and Beyond
- Factor Investing
- Strategic Rebalancing
- 7
Behavioral Mastery
- Overcoming Cognitive Biases
- The Contrarian Mindset
- 8
The Professional's Toolkit
- Tax-Loss Harvesting and Location
- Portfolio Maintenance and Longevity
8 sections · 20 units · 79 levels. Built to play, not to enroll.
Tomo is in ChatGPT
Tomo is also a ChatGPT plugin: the same playable courses, built and played inside your chat.
Add Tomo to ChatGPT- What to ask
- “Make me a Tomo course on black holes.” “Turn this chat into a Tomo course.”
- What you get
- Quick questions with instant feedback, hearts and stars, ready to play in about a minute.
- Where it goes
- No sign-up to start. Connect your Tomo account and your streak carries on in the app.
You pick the voice
Strategic Investing: Risk, Value, and Portfolio Construction is taught in the Professor style: clear, structured, thorough. Want a different feel? In the app you can spin up the same topic in any of Tomo's teaching styles. Same facts, totally different vibe.
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