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Portfolio ManagementMembers Only

Portfolio Risk Management

Position sizing, diversification, correlation and drawdown control.

Catherine Brooks, CFPCatherine Brooks, CFPWealth Strategist, Brooks Family OfficeIntermediate 14 lessons 2h 20m 4.0 (1)
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Members-only course. This course is included with club membership.

About this course

Returns are what you hope for; risk is what you manage. Learn position sizing, correlation, rebalancing, drawdown limits and how to evaluate risk across stocks, options, real estate and private investments together.

What you will learn

  • Size positions by risk, not conviction
  • Measure diversification and correlation
  • Set drawdown and rebalancing rules
  • View risk across all asset classes you own

Curriculum

8 modules · 14 lessons · 2h 20m

  1. Module 1

    Introduction

    2 lessons

  2. Module 2

    Core Principles

    2 lessons
    • What You Own When You Own a StockVideo · 12 min
    • How Orders and Exchanges WorkWritten lesson · 8 min

  3. Module 3

    Market Structure

    2 lessons
    • Trends, Timeframes and Market CyclesVideo · 12 min
    • Support and ResistanceWritten lesson · 8 min

  4. Module 4

    Financial Analysis

    2 lessons
    • Reading Financial StatementsVideo · 12 min
    • Relative StrengthWritten lesson · 8 min

  5. Module 5

    Risk Management

    2 lessons
    • Position SizingVideo · 12 min
    • Stops and InvalidationWritten lesson · 8 min

  6. Module 6

    Real-World Examples

    1 lessons
    • Example: Planning a Trade with Defined RiskVideo · 12 min

  7. Module 7

    Case Study

    1 lessons
    • Case Study: A Year of Rules-Based InvestingCase study · 13 min

  8. Module 8

    Final Assessment

    2 lessons
    • Final AssessmentQuiz · 5 min
    • Applied AssignmentAssignment · 10 min

Your instructor

Catherine Brooks, CFP

Catherine Brooks, CFP

Wealth Strategist, Brooks Family Office

Catherine advises families on multi-asset portfolios that balance income, growth and liquidity. She teaches the frameworks that connect individual investments into a plan.

Wealth BuildingPortfolio ManagementAlternative Investments
All courses by Catherine

Downloads included

  • Portfolio Allocation WorksheetXLSX · included with the course

Member reviews

  • “Solid course. I would have liked one more real-world example.”

    RBRaymond Brennan · May 29, 2026