Part 12: Portfolio & Risk
Chapters 85–92 · Allocation, sizing, rebalancing, wealth machine
Practice Lab (Hands-On)
| Resource | Description |
|---|---|
| 00-practice-lab | Diagrams, Indian market examples, 13+ practice questions with answer key |
| assets/diagrams | SVG visuals used across this part |
| 00-printable-worksheet.html | Print-friendly worksheet — Ctrl+P to save as PDF |
Complete the Practice Lab after finishing all chapters in this part.
Chapters in this Part
- 85-asset-allocation-pro
- 86-diversification
- 87-position-sizing
- 88-risk-management-pro
- 89-portfolio-rebalancing
- 90-behavioral-biases
- 91-long-term-wealth-machine
- 92-portfolio-building
Read in order for best learning flow.
Chapters
85Asset Allocation Pro — Strategic Mix and RebalancingExplain: The secret of long term wealth creation often lies not in stock picking but in asset allocation Explain how asset allocation is the foundation of…86Diversification — Correlation and ConcentrationConnect: A great portfolio is not the one that delivers the highest return, but the one that keeps the investor in the game for the long term Explain how…87Position Sizing — Kelly, Caps, and ConvictionExplain: Surviving in investing is often more important than earning large returns Explain how position size is the foundation of risk management Explain…88Risk Management Pro — Drawdown and SizingExplain: Staying in the game for the long term is the secret to success Explain how risk and volatility are different Explain: Capital preservation is…89Portfolio Rebalancing — Mechanical DisciplineConnect: Portfolio construction is not an event — it is a process Explain how rebalancing controls risk Explain how asset allocation shifts over time…90Behavioral Biases — Portfolio Decision TrapsExplain: Over the long term, the greatest competitive advantage is not knowledge — it is discipline and emotional control Explain: Emotions play a major…91Long-Term Wealth Machine — Compounding and Financial FreedomLong Term Wealth Machine — Compounding and Financial92Portfolio Building — From Allocation to Exit StrategyApply: Allocation is the portfolio foundation. Diversified allocation improves crash survival. Set a risk framework before chasing returns Apply Portfolio…93Swing Trading Rules — Tactical Entry and Exit FrameworkCFA-grade swing trading rules for NSE stocks: eight entry rules, eight exit rules, price action, dual verdicts (strict ENTER vs SETUP+), and cost-adjusted back…