Asset Management 101 for Office Workers

Realistic asset management for office workers! 😎
Step by step, create your own investment strategy.

[ Lecture Renewal Notice]

In June 2025, the asset management course for office workers was completely renewed. The main updated parts are as follows.

• Supplemented the content on dividend investing and added a section covering covered calls.
• Added information on how to use leverage wisely in investing, and related product introductions.
• Supplemented the content on real estate investment decision-making and loan interest rate components.
• Many reference books that you can refer to for studying investment have been updated.
• The portfolio rebalancing template and the balance sheet/income statement template for individual investors have been updated.

🌱 Asset Management 101 for Ordinary Office Workers

Usually, lectures on 'how to make money' are given by people with long careers in the financial sector or people who have achieved great financial success. However, contrary to expectations, listening to these people's stories is often not very helpful to us.

• There are many people who have great abilities or are just very lucky.
• Ordinary people cannot follow the process exactly. It is impossible to reproduce.
• For these people, it's more important to protect their money than to save it.
• A portfolio that suits the wealthy and a portfolio that suits a working person are completely different.

🎯 I feel anxious even if I invest, and I feel anxious even if I don't invest.

People who make safe deposits and those who take risks and invest in stocks are all anxious. If you do not have systematic knowledge about which financial products to use or do not have a big picture of portfolio investment, you will always feel anxious even if you are making profits. Asset management is an area that requires both study and practice, and if you do not know, you cannot help but feel anxious.

🙌 The goal of asset management for office workers

Is it necessary for every office worker to spend 3 hours a day reading corporate reports, studying accounting and financial statements, and following macroeconomic trends? How can we make sustainable investments that are suitable for office workers without spending too much time and effort? This lecture aims to provide effective asset management that ordinary office workers can realistically do.

• Based on numbers, we need to be able to predict and prepare for a very specific future.
• It has to be at a level that is achievable for a working person.
• We should not let too much of the precious resource called 'time' be taken away.
• You should be able to invest with peace of mind and sometimes even enjoyment.

🙋🏻‍♂️ What you will learn in this lecture

In this lecture, we will study a wide range of knowledge about financial products and investments so that ordinary office workers can manage their own assets. We will minimize difficult economic terms and detailed corporate analysis, and discuss how to allocate assets according to each individual's investment tendency, and how to make alpha investments that can be effective while spending less time and effort. After taking the lecture, you will be able to create your own specific investment strategy and portfolio.

The story we cover

An ordinary office worker
When you start investing
At least you need to know

Must know
Financial products and
Investment Methodology

A specific future
Based on numbers
Attitude to prepare

Please check!
Specific items, products
I don't recommend it

Main Curriculum

Provides various asset management templates

🌈 For safe and enjoyable investment

Investing without any study is dangerous, but not investing at all is just as dangerous. Well-designed investments put time on your side, allowing you to expect stable returns while minimizing risk. Remember, if you don’t study and prepare in advance, you will have no choice but to start investing later when you are not prepared!

This course won't make everyone rich, but I think it can at least give you a good baseline for how to manage your own assets. If you study step by step without any preconceptions, you will realize that asset management doesn't require as much knowledge as you thought.

I wish all office workers healthy investment and asset growth :)

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