Progressive Sub-Goals
Introduction
Reads and understands basic investment statements showing gains/losses
Developing
Calculates total return, annualized return, and compares against benchmarks (S&P 500)
Mastery
Analyzes risk-adjusted returns, understands Sharpe ratio, and tracks portfolio performance over time
Learning Resources
Warren Buffett: A Story of Investing, Giving, and Dreaming Big by Nicole Damon
View on AmazonUSA
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