The Strategy Codex

There is no one size fits all strategy but there is a strategy that fits you. Explore classic and modern investment approaches and learn how to build a plan that matches your goals, mindset and timeline.

What Makes a Strategy

1 of 10 topics

Strategy beats luck every time.


Great investors don’t wing it. They follow a clear plan that fits their goals, risk tolerance and mindset.


This skill shows why having a strategy beats chasing random trades, how to match your approach to your personality, and what it takes to stick with it when markets get rough.


You’ll learn:


  1. Why having a clear investing strategy beats emotional decisions, random trades or market hype
  2. How to match your strategy to your personality, risk tolerance and long-term financial goals
  3. What it takes to stay consistent and confident over time, even when markets test your patience