Course checklist
A one-page recap of the whole course — the things to walk away understanding. Print it, check them off, and use it to spot what’s worth a reread.
Let's All Get Right
Income Investing
Build a portfolio that pays you while you hold it — dividend stocks, bonds, REITs, and cash, and how much of each belongs in the mix.
Income Portfolio Foundations & Dividend Stocks
- The Goals of Income Investing and Building Your AllocationWhat income investing is actually for, who it fits, the four asset classes it uses, and how to decide the mix before you buy anything.
- Dividend Stocks: Basics, Benefits, and RisksWhere dividend cash actually comes from, why a huge yield is usually a warning, and what a dividend fund trades away for its diversification.
- Screening Dividend Stocks: Dividend History and Financial StrengthHow to judge whether a dividend will still be paid in five years — what a payment record proves, what it hides, and which numbers actually carry weight.
- Building a Dividend Watch List and Managing the AllocationTurn your screening work into a short list of candidates, decide how much of your money each one gets, and write the rules before you own anything.
Bonds
- Bond Fundamentals: What a Bond Is, Bond Types, and RatingsWhat you actually own when you buy a bond, who issues them, what a rating is worth, and why your bond loses value when rates rise.
- The Yield Curve and the Benefits and Risks of BondsWhy lending for longer usually pays more, what the yield curve's shape is telling you, and the honest case for and against holding bonds.
- Reading a Bond Quote and Understanding Bond FundsWhy a bond priced at 98 costs $980, which of a quote's several yields tells you what you're paid, and why a bond fund never matures.
- Bond Ladders and Forming an Interest Rate OutlookHow staggered maturities let you stop guessing where rates are headed, what a rate outlook can and can't tell you, and how to pick the risk on each rung.
- Selecting Bonds and Bond Funds, and Setting Your RulesWhat to check before you buy a bond, what to check before you buy a bond fund, and why selling a bond is a different question than selling a stock.
REITs & Cash
- REIT Fundamentals: How REITs Work, Their Benefits and RisksHow to own income-producing property without being a landlord, why REIT earnings are measured differently, and what can go wrong.
- Analyzing a REIT: Leverage, Return on Assets, and Cash FlowHow much a REIT borrowed, whether its buildings actually earn, and whether the rent showed up — the three questions that decide if the dividend survives.
- Your REIT Watch List, Rules, and the Cash AllocationTurn your REIT analysis into a written list and a set of rules — then meet the last asset class, the one that exists so you never have to sell at a bad moment.
Educational recap only — not individual financial advice. Figures in the course may change over time; verify anything time-sensitive against a current official source.