Skip to content

LIVE Sat Oct 10, 8 AM ET — STS + indicators (free)

The Edge — free letter every Monday

nexural
Start learning free

Academy course · $25/month

Portfolio Automation And Long-Term Investing Systems

  • 12 lessons
  • 3 modules
  • about 4 h 36 min
  • level: beginner
  • a quiz after every lesson
Join the waitlistStart the free course

Part of Academy — $25/month (paid plans open to the founding list first).

What you'll learn

Most long-term investors don't lose money because they picked the wrong funds. They lose because they picked reasonable holdings and then sabotaged them — panic-selling a crash, chasing last quarter's winner, forgetting to contribute, tinkering on a headline. This course builds the discipline machine that stops the leak: an Investment Policy Statement written like source code, allocation and rebalancing rules a computer can execute, tax-aware and concentration guardrails, drawdown monitoring, behavioral friction, and a single review dashboard — assembled into one auditable Personal Portfolio Operating System.

Course outline

Lesson titles and estimated times. Lessons open inside the Academy. List as of 2026-10-02.

Module 1Learn — Foundations

  1. Portfolio Automation Is Decision Hygienequiz23 min
  2. Investment Policy Statement As Source Codequiz24 min
  3. Asset Allocation Rulesquiz23 min
  4. ETF/Fund Screening Without Hypequiz23 min
  5. Rebalancing Bands And Calendar Rulesquiz21 min

Module 2Practice — Apply the read

  1. Tax-Aware Decision Basicsquiz22 min
  2. Exposure Overlap And Concentration Checksquiz24 min
  3. Drawdown And Stress Monitoringquiz25 min
  4. Cash, Contributions, Withdrawals, And Time Horizonquiz24 min
  5. Behavioral Guardrails For Long-Term Investorsquiz23 min

Module 3Prove — Defend the decision

  1. Portfolio Review Dashboardquiz22 min
  2. Capstone: Personal Portfolio Operating Systemquiz22 min

Part of the Academy

Part of Academy — $25/month (paid plans open to the founding list first). The Academy is every course in the catalog, not just this one. Academy and Pro are separate plans. Take one or both.

Join the waitlistStart the free course

Not sure yet? The first course, How To Learn Markets, is free with a free account. Already a member? Log in to open the lessons.

Education only. Not financial advice; not a broker. Trading is risky. All sales are final; there are no refunds.