Swoopr Academy
Portfolio Construction & Risk
How to build and maintain a portfolio deliberately: strategic versus tactical allocation, rebalancing and risk budgeting, stress testing against real scenarios, and measuring portfolio risk directly.
Intermediate
You will be able to
- Distinguish strategic asset allocation from tactical tilts and explain when each is used
- Explain rebalancing and risk budgeting as an ongoing discipline, not a one-time decision
- Describe how stress testing and scenario analysis reveal risks that historical averages hide
- Identify correlation, concentration, and drawdown as core dimensions of portfolio risk
Portfolio Construction & Risk is a 4-module Swoopr Academy course. How to build and maintain a portfolio deliberately: strategic versus tactical allocation, rebalancing and risk budgeting, stress testing against real scenarios, and measuring portfolio risk directly. Complete every module's knowledge check to finish the course.
This course is an educational guide only, not personalized investment or trading advice. See our Risk Disclosure.
Recommended before this course: Investing Foundations.
Your progress
Course Outline
Modules and knowledge checks
Module 1: Strategic and Tactical Asset Allocation
The long-term policy allocation versus shorter-term tactical tilts around it.
Knowledge Check
Module 2: Rebalancing and Risk Budgeting
Keeping a portfolio aligned to its targets over time and allocating risk deliberately, not just capital.
Knowledge Check
Module 3: Stress Testing and Scenario Analysis
Testing a portfolio against specific adverse scenarios rather than relying only on historical averages.
Knowledge Check
Module 4: Measuring Portfolio Risk Directly
Correlation, concentration, drawdowns, portfolio heat, and liquidity-adjusted position sizing.
- Portfolio Risk: Correlation, Concentration, Drawdowns, and Portfolio Heat
- Liquidity-Adjusted Position Sizing: Failure Modes and Warning Signs