Long-Term Portfolio Builder

3 books · 570 pages · instant digital download

Building a portfolio is not about finding one clever trade. It is about understanding the building blocks, putting them together in a way that fits your goals, and reviewing them on a schedule.

This 3-book bundle covers three of those building blocks: ETFs, the classic 60/40 stock and bond portfolio, and bonds. Each guide also shows how to use AI tools for research while keeping your own judgment in charge.

Learn the pieces. Combine them. Review them on a plan.

What is inside: 3 books

Book 1: The AI Investor: How to Use Artificial Intelligence to Build an ETF Portfolio
192 pages · $30 value

• How ETFs work: major types, key metrics, and how to read a fund fact sheet
• What AI does in financial markets, in plain language, including sentiment analysis and machine learning
• Screening and comparing ETFs with AI-powered tools
• Building a portfolio around your own risk tolerance, with sample allocations for conservative, balanced, and aggressive investors
• Risk management: volatility, drawdowns, and rebalancing
• Exploring themes such as AI infrastructure, clean energy, robotics, and cybersecurity
• Robo-advisors, automated rebalancing, and tax-loss harvesting explained
• Backtesting a strategy before using real money
• The behavioral biases that hurt investors
• A review of AI investing tools by budget, a 30-day action plan, and a glossary of 40+ terms

Book 2: The 60/40 Portfolio Reimagined: How to Build Wealth with the Classic Strategy in the AI Era
220 pages · $37 value

• The history of the 60/40 portfolio and the idea behind it, from Markowitz's efficient frontier onward
• Decade-by-decade performance, including when and why the strategy struggled
• How stocks and bonds work: indexes, dividends, bond pricing, yield vs. coupon, and credit ratings
• A practical comparison of AI research tools, with step-by-step workflows for reading earnings reports and SEC filings
• A source-verification framework for catching AI mistakes before they cost you money
• Choosing stock ETFs, bond funds, and account types, with worked examples at $1,000, $10,000, $25,000, and $100,000
• Rebalancing methods, tax-loss harvesting, position sizing, and drawdown control
• Behavioral finance and a self-assessment exercise
• Alternatives such as 70/30, 80/20, risk parity, and glide paths, plus gold, REITs, and commodities
• Retirement planning ideas, including the 4% rule and sequence-of-returns risk
• Four portfolio case studies across life stages
• Bonus library: 50+ AI prompts, ETF checklist, annual review template, rebalancing worksheet, risk tolerance questionnaire, and an Investment Policy Statement template

Book 3: Your Guide to Investing in Bonds: Build Wealth the Smart, Stable Way
158 pages · $30 value

• How bonds work and where they fit in a portfolio
• Bond types explained: municipal, corporate, high-yield, international, and inflation-protected (TIPS)
• Coupons, capital gains, and reinvestment
• Credit ratings, yield curves, and the price-yield-duration relationship
• Managing interest rate, credit, and liquidity risk
• Platforms and apps for buying bonds online
• Using AI tools and robo-advisors to analyze bonds and simulate portfolios
• Step-by-step guidance for building a beginner bond portfolio

How the 3 books work together

1. Start with Book 2 to learn the foundation: how stocks and bonds fit together and why allocation matters.
2. Use Book 3 to understand the bond side in depth.
3. Use Book 1 to build and review the ETF side with AI-assisted research and a 30-day plan.

You can also start with whichever book matches where you are today.

The details

Who it is for

• Beginners building a first long-term portfolio
• DIY investors who want to understand allocation, rebalancing, and risk
• People interested in ETFs, bonds, or the 60/40 approach
• Retirement planners who want clear explanations
• Readers curious about using AI tools responsibly for financial research

Important risk disclosure

All investing involves risk, including the loss of principal. Stocks, bonds, and ETFs can lose value, and diversification does not guarantee a profit or protect against loss. Bond prices can fall when interest rates rise. These books teach concepts, frameworks, and research workflows. They do not recommend specific investments and do not promise returns. Past performance does not guarantee future results. AI tools can make mistakes, so verify information from original sources. Educational content only. Not financial advice. Consult a qualified financial advisor before making investment decisions.

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