The Complete System. Self-Paced. Built For Investors Who Already Know The Basics.

Six modules. The exact methodology I use to construct, test, and rebalance my own portfolio. No “what is an ETF” content. Just the framework.

Format

Video + PDF + Workbook

Prompts

~4 hours total

Works with

Self-paced · Lifetime access

$197

One-Time CAD

Bundle: includes the Workbook ($97) at launch — total value $244.

The Mini Course

A structured diagnostic for portfolios under management

Stock Analysis

Tab 1

Concentration Heatmap

Tab 2

Hurdle-Rate Test

Tab 3

ETF Overlap Scanner

Tab 4

Drift & Rebalance

Tab 5

Drawdown Stress Test

Tab 6

Quarterly Report

Tab 7

Tested on real holdings

🎓

6 Modules

~4 Hours Total

📘

Workbook Included

$97 Value

∞

Lifetime Access

All Future Updates

🎯

Real Methodology

Tested on Real Capital

— The Mid-Career Investor’s Gap

Most courses teach you what an ETF is. You already know.

If you’ve been investing for a decade, you don’t need another beginner curriculum. You need methodology — the part nobody packages because it’s hard to teach.

You've outgrown the YouTube tier of investing content

The basics are saturated. The frameworks for $500K+ portfolios are not.

You've never written down your own methodology

It lives in your head. That’s fine — until you need to test it, defend it, or pass it to your spouse.

You want a complete system, not 20 articles

One framework, end-to-end, tested on a real portfolio. That’s what this is.

— Curriculum

Six modules. End-to-end.

Each module pairs a video walkthrough with a PDF reference and a worksheet from the Workbook. Watch, read, then apply to your own portfolio.

— Module 01 —

Foundation: What Are You Actually Solving For?

Goal-setting beyond “more money.” Time horizon, withdrawal phase, capital base, and the math that turns a goal into a CAGR target.

22 min video + PDF 1 worksheet

— Module 02 —

Portfolio Construction: The W1 / C1 Framework

The two-portfolio approach I use. Strategic asset allocation, sleeve sizing, factor decisions, and how international and bonds actually fit.

38 min video + PDF 2 worksheets

— Module 03 —

The Hurdle Rate Test

Setting your number. Testing every holding against it. What to do when half your portfolio doesn’t clear the bar.

22 min video + PDF 1 worksheet

— Module 04 —

Risk Architecture

Concentration limits, drawdown tolerance, currency exposure, and the role of metals and bonds in a real portfolio.

38 min video + PDF 2 worksheets

— Module 05 —

Rebalancing Without Tax Pain

Trigger-based rebalancing. Tax-aware sequencing. Using contributions and distributions instead of sales when you can.

36 min video + PDF 1 worksheet

— Module 06 —

The Annual Review Ritual

The single page that captures what changed, what worked, and what to do differently next year. The discipline that compounds everything else.

39 min video + PDF 1 worksheet

— What You Walk Away With

A written methodology. Yours.

1

Personal investment policy statement

The document professional advisors charge $2K to write. You’ll have your own.

7 tabs

Filled-in workbook

Your portfolio analysed across every dimension that matters.

∞

Lifetime access & updates

No broker recommendations. No referral fees. Just tools.

— Built by an investor —

This is the course I wish existed ten years ago.

I’ve spent 25 years building this methodology — through dot-com, the financial crisis, COVID, and 2022. It’s been refined on real money I can’t afford to lose. And I could never find a course that taught it without dumbing it down for beginners or upselling me into managed accounts.

So I built one. The Mini-Course is the methodology, the worksheets, and the discipline — packaged so you can adapt it to your own portfolio in a few weekends.

— Wayne

— Early Access

Join the launch list.

First 50 subscribers receive lifetime access at $147 — a 25% discount off the full price.

$147

Launch Price · 50 Spots

No spam · Unsubscribe anytime · Education only · Not financial advice

DeliberatelyWealthy