What Are the Best AI Skills for “portfolio construction”?

8 skills tagged “portfolio construction”, each forged from a YouTube creator's methodology.

Let's Talk Money! with Joseph Hogue, CFA

Hogue Portfolio Gap Fixer Framework

Identify which of three investor archetypes matches your portfolio, expose the hidden structural risk lurking inside it, and select the one index fund specifically engineered to fill that gap.

30 Sept 2026
John's Money Adventures

John's 3-Timeline Index Fund Retirement Framework

Calculate the exact daily contribution needed to reach $1 million in retirement using a tiered Fidelity index fund portfolio matched to your available time horizon, starting from $0.

26 Aug 2026
Let's Talk Money! with Joseph Hogue, CFA

Hogue & Vogel 5-ETF Forever Portfolio Builder

Build a diversified, set-it-and-forget-it ETF portfolio using the core-satellite methodology and quality-factor screening that Joseph Hogue and Mike Vogel apply to every fund selection.

25 Aug 2026
Nick Invests

Nick Invests Boring-on-Purpose Portfolio Framework

Build a tax-optimised, low-cost, globally diversified portfolio in the correct order of operations — and develop the behavioural discipline to leave it alone long enough for it to actually work.

25 Aug 2026
Nanalyze

Nanalyze Beginner Investing Blueprint 2026

Apply a tenured Wall Street professional's structured methodology to build a beginner investing plan — selecting the right assets, custodian, allocation, and strategy — from scratch.

11 Aug 2026
Martik Finance

Martik Finance ETF Selection Framework

Apply a structured, beginner-proof methodology to evaluate, categorise, and select ETFs that match your risk tolerance, timeline, and goals — without needing a financial adviser.

15 July 2026
Capital Flows

Capital Flows Macro Regime Framework

Map the global flow of capital across asset classes using interest rates as the master signal, identify asymmetric bets within the current macro regime, and construct coherent, conviction-weighted trades across any time horizon.

14 July 2026
Jerry Romine Stocks

Jerry Romine ETF Architecture Blueprint

Build a personalized ETF portfolio using a two-layer architecture of Stabilizers and High-Growth Engines so your capital is protected at the core while maximizing upside in targeted high-conviction themes.

7 July 2026