Course 2 · Public preview
Portfolio Practice
Allocation, rebalancing, and stress testing
Move from theory to practice. Construct allocations for real client profiles and pressure-test them through historical and Monte Carlo scenarios.
Course 2 moves from vocabulary to portfolio construction. You size a digital-asset sleeve inside a real multi-asset allocation, rebalance it under live market events, and stress the result until you can state a defensible downside case.
What you'll be able to do
- Risk-budget a crypto sleeve against a client's drawdown tolerance
- Choose and justify a rebalancing policy for a volatile sleeve
- Run scenario and Monte Carlo stress tests and interpret the tails
- Document allocation reasoning for an investment committee
Format. Two applied labs — portfolio allocation and rebalancing, and scenario/Monte Carlo stress testing — run over eight simulated quarters with scripted market events.
Simulators in this course
- Tier 2
Portfolio Allocation & Rebalancing
Quarterly rebalancing across 6 asset classes with live market events.
- Tier 2Coming soon
Stress Test Lab
Run historical scenarios and Monte Carlo on your allocation.
Simulators run in a fully sandboxed environment — no real funds, no real client data. Create an account to begin working through them at your own pace.