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Private: Programs
Quarterly Portfolio Review
by
Isaac Jonas
Last updated: November 6, 2025
Requirements
Internet connection
Notepad or writing material
Laptop/Computer or Mobile phone
Pen or pencil
Curriculum
4 Sections
12 Lessons
15 Weeks
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Program Objective
To provide high-level, structured portfolio oversight for investors who manage their own assets but want objective quarterly analysis and macro guidance.
0
Focus Areas:
5
2.1
Portfolio diagnostics (sector, region, asset mix)
2.2
Risk / reward assessment and hedging opportunities
2.3
Macro-economic and policy outlook.
2.4
Performance benchmarking vs index.
2.5
Quarterly report + action notes.
Deliverables:
4
3.1
Personalized quarterly portfolio report (PDF).
3.2
Asset-allocation matrix and risk table.
3.3
Quarterly market insight brief.
3.4
Priority scheduling for ad-hoc consults.
Expected Outcomes:
3
4.1
Improved strategic allocation decisions.
4.2
Clearer risk-exposure awareness.
4.3
Confidence managing independently with structured oversight.
Instructor
Isaac Jonas
0 Students
11 Courses
$600.00
per quarter
Student:
7 Students
Lesson:
12 Lessons
Duration:
15 Weeks
Quiz:
0 Quizzes
Level:
All levels
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