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Foundations · Index investing
Index Investing & DCA
Grow your money on autopilot: a diversified, low-cost portfolio, contributing a little and often.
The course for anyone with idle savings who wants to invest without it becoming a second job. You learn index investing —buying the whole market instead of trying to pick winners— and the DCA method, following Elena, a 42-year-old teacher with a conservative profile, from her $6,000 and $300 a month, with exact figures in every module: the index, costs, DCA, a 60/40 portfolio, rebalancing, taxes, psychology and compound interest. Beginner-to-intermediate level, explained from scratch.
What you'll learn
- Tell active management from indexing and why cost rules
- Choose between index funds and ETFs with judgment
- Apply DCA with real numbers, without relying on timing the market
- Build and rebalance a conservative portfolio (equities + bonds)
- Control hidden costs and taxes, and dodge the psychology mistakes
- Project compound interest over 10, 20 and 30 years and leave with a plan
Course content
- What index investing is (vs. active management)
- How an index works: the IFLA 500
- Index funds vs. ETFs: costs and liquidity
- What Dollar-Cost Averaging (DCA) is
- The math of DCA: Elena's full case
- DCA vs. lump sum: Elena's $6,000 decision
- Building a conservative portfolio (equities and bonds)
- Periodic rebalancing: when and how
- Hidden costs and taxes of index funds
- The passive investor's psychology
- The power of compound interest
- Action plan: how to start this week