{"product_id":"long-term-portfolio-builder","title":"Long-Term Portfolio Builder","description":"\u003c!-- PASTE INTO SHOPIFY: Product \u003e Description \u003e click the \"Show HTML\" (\u003c\u003e) button \u003e paste this whole file --\u003e\u003c!-- Product title: Long-Term Portfolio Builder: 3-Book Bundle on ETF Investing, the 60\/40 Portfolio \u0026 Bonds, with AI Research Tools (570 Pages) --\u003e\u003c!-- SEO title: Long-Term Portfolio Builder | 3 Investing Books, 570 Pages --\u003e\u003c!-- Meta description: 3 guides on ETF investing, the 60\/40 portfolio, and bonds, with AI research workflows. 570 pages, instant download, lifetime access. $57. --\u003e\u003c!-- URL handle: long-term-portfolio-builder --\u003e\u003c!-- Tags: ETF investing, 60\/40 portfolio, bond investing, long-term investing, AI investing, portfolio building, investing for beginners, retirement planning, personal finance books, investing ebook bundle --\u003e\u003c!-- TODO: In Book 2, replace [CONFIRM: PDF \/ EPUB \/ MOBI] with the formats you actually deliver. --\u003e\n\u003cdiv style=\"font-family: Arial, Helvetica, sans-serif; font-size: 17px; line-height: 1.65; color: #000000; max-width: 720px;\"\u003e\n\u003ch2 style=\"font-size: 26px; margin: 0 0 6px;\"\u003e\u003c\/h2\u003e\n\u003cp style=\"margin: 0 0 16px;\"\u003e\u003cb\u003e3 books · 570 pages · instant digital download\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eBuilding 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.\u003c\/p\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLearn the pieces. Combine them. Review them on a plan.\u003c\/b\u003e\u003c\/p\u003e\n\u003chr style=\"border: 0; border-top: 1px solid #000000; margin: 28px 0;\"\u003e\n\u003ch3 style=\"font-size: 21px; margin: 0 0 12px;\"\u003eWhat is inside: 3 books\u003c\/h3\u003e\n\u003cp style=\"margin: 18px 0 4px;\"\u003e\u003cb\u003eBook 1: The AI Investor: How to Use Artificial Intelligence to Build an ETF Portfolio\u003c\/b\u003e\u003cbr\u003e192 pages · $30 value\u003c\/p\u003e\n\u003cul style=\"margin: 0; padding-left: 20px;\"\u003e\n\u003cli\u003eHow ETFs work: major types, key metrics, and how to read a fund fact sheet\u003c\/li\u003e\n\u003cli\u003eWhat AI does in financial markets, in plain language, including sentiment analysis and machine learning\u003c\/li\u003e\n\u003cli\u003eScreening and comparing ETFs with AI-powered tools\u003c\/li\u003e\n\u003cli\u003eBuilding a portfolio around your own risk tolerance, with sample allocations for conservative, balanced, and aggressive investors\u003c\/li\u003e\n\u003cli\u003eRisk management: volatility, drawdowns, and rebalancing\u003c\/li\u003e\n\u003cli\u003eExploring themes such as AI infrastructure, clean energy, robotics, and cybersecurity\u003c\/li\u003e\n\u003cli\u003eRobo-advisors, automated rebalancing, and tax-loss harvesting explained\u003c\/li\u003e\n\u003cli\u003eBacktesting a strategy before using real money\u003c\/li\u003e\n\u003cli\u003eThe behavioral biases that hurt investors\u003c\/li\u003e\n\u003cli\u003eA review of AI investing tools by budget, a 30-day action plan, and a glossary of 40+ terms\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp style=\"margin: 6px 0 0;\"\u003e \u003c\/p\u003e\n\u003cp style=\"margin: 24px 0 4px;\"\u003e\u003cb\u003eBook 2: The 60\/40 Portfolio Reimagined: How to Build Wealth with the Classic Strategy in the AI Era\u003c\/b\u003e\u003cbr\u003e220 pages · $37 value\u003c\/p\u003e\n\u003cul style=\"margin: 0; padding-left: 20px;\"\u003e\n\u003cli\u003eThe history of the 60\/40 portfolio and the idea behind it, from Markowitz's efficient frontier onward\u003c\/li\u003e\n\u003cli\u003eDecade-by-decade performance, including when and why the strategy struggled\u003c\/li\u003e\n\u003cli\u003eHow stocks and bonds work: indexes, dividends, bond pricing, yield vs. coupon, and credit ratings\u003c\/li\u003e\n\u003cli\u003eA practical comparison of AI research tools, with step-by-step workflows for reading earnings reports and SEC filings\u003c\/li\u003e\n\u003cli\u003eA source-verification framework for catching AI mistakes before they cost you money\u003c\/li\u003e\n\u003cli\u003eChoosing stock ETFs, bond funds, and account types, with worked examples at $1,000, $10,000, $25,000, and $100,000\u003c\/li\u003e\n\u003cli\u003eRebalancing methods, tax-loss harvesting, position sizing, and drawdown control\u003c\/li\u003e\n\u003cli\u003eBehavioral finance and a self-assessment exercise\u003c\/li\u003e\n\u003cli\u003eAlternatives such as 70\/30, 80\/20, risk parity, and glide paths, plus gold, REITs, and commodities\u003c\/li\u003e\n\u003cli\u003eRetirement planning ideas, including the 4% rule and sequence-of-returns risk\u003c\/li\u003e\n\u003cli\u003eFour portfolio case studies across life stages\u003c\/li\u003e\n\u003cli\u003eBonus library: 50+ AI prompts, ETF checklist, annual review template, rebalancing worksheet, risk tolerance questionnaire, and an Investment Policy Statement template\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp style=\"margin: 6px 0 0;\"\u003e \u003c\/p\u003e\n\u003cp style=\"margin: 24px 0 4px;\"\u003e\u003cb\u003eBook 3: Your Guide to Investing in Bonds: Build Wealth the Smart, Stable Way\u003c\/b\u003e\u003cbr\u003e158 pages · $30 value\u003c\/p\u003e\n\u003cul style=\"margin: 0; padding-left: 20px;\"\u003e\n\u003cli\u003eHow bonds work and where they fit in a portfolio\u003c\/li\u003e\n\u003cli\u003eBond types explained: municipal, corporate, high-yield, international, and inflation-protected (TIPS)\u003c\/li\u003e\n\u003cli\u003eCoupons, capital gains, and reinvestment\u003c\/li\u003e\n\u003cli\u003eCredit ratings, yield curves, and the price-yield-duration relationship\u003c\/li\u003e\n\u003cli\u003eManaging interest rate, credit, and liquidity risk\u003c\/li\u003e\n\u003cli\u003ePlatforms and apps for buying bonds online\u003c\/li\u003e\n\u003cli\u003eUsing AI tools and robo-advisors to analyze bonds and simulate portfolios\u003c\/li\u003e\n\u003cli\u003eStep-by-step guidance for building a beginner bond portfolio\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr style=\"border: 0; border-top: 1px solid #000000; margin: 28px 0;\"\u003e\n\u003ch3 style=\"font-size: 21px; margin: 0 0 12px;\"\u003eHow the 3 books work together\u003c\/h3\u003e\n\u003col style=\"margin: 0; padding-left: 20px;\"\u003e\n\u003cli\u003eStart with Book 2 to learn the foundation: how stocks and bonds fit together and why allocation matters.\u003c\/li\u003e\n\u003cli\u003eUse Book 3 to understand the bond side in depth.\u003c\/li\u003e\n\u003cli\u003eUse Book 1 to build and review the ETF side with AI-assisted research and a 30-day plan.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003eYou can also start with whichever book matches where you are today.\u003c\/p\u003e\n\u003chr style=\"border: 0; border-top: 1px solid #000000; margin: 28px 0;\"\u003e\n\u003ch3 style=\"font-size: 21px; margin: 0 0 12px;\"\u003eThe details\u003c\/h3\u003e\n\u003ctable style=\"border-collapse: collapse; width: 100%; font-size: 16px;\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eBooks\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e3\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eTotal pages\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e570\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eTotal value\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e$97\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eBundle price\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003e$57\u003c\/b\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eYou save\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e$40 (about 41%)\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eDelivery\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003eInstant digital download\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eAccess\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003eLifetime, one-time payment, no subscription\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003e\u003cb\u003eWorks on\u003c\/b\u003e\u003c\/td\u003e\n\u003ctd style=\"border: 1px solid #000000; padding: 8px;\"\u003ePhone, tablet, laptop, desktop, and e-readers\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003chr style=\"border: 0; border-top: 1px solid #000000; margin: 28px 0;\"\u003e\n\u003ch3 style=\"font-size: 21px; margin: 0 0 12px;\"\u003eWho it is for\u003c\/h3\u003e\n\u003cul style=\"margin: 0; padding-left: 20px;\"\u003e\n\u003cli\u003eBeginners building a first long-term portfolio\u003c\/li\u003e\n\u003cli\u003eDIY investors who want to understand allocation, rebalancing, and risk\u003c\/li\u003e\n\u003cli\u003ePeople interested in ETFs, bonds, or the 60\/40 approach\u003c\/li\u003e\n\u003cli\u003eRetirement planners who want clear explanations\u003c\/li\u003e\n\u003cli\u003eReaders curious about using AI tools responsibly for financial research\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003chr style=\"border: 0; border-top: 1px solid #000000; margin: 28px 0;\"\u003e\n\u003ch3 style=\"font-size: 21px; margin: 0 0 12px;\"\u003eImportant risk disclosure\u003c\/h3\u003e\n\u003cp style=\"font-size: 15px;\"\u003eAll 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.\u003c\/p\u003e\n\u003cp style=\"font-size: 14px;\"\u003e© 2026 The Berg Codex. All rights reserved.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"BERG CODEX","offers":[{"title":"Default Title","offer_id":54001990435105,"sku":null,"price":57.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0952\/8685\/3921\/files\/Construireunportefeuillealongterme.png?v=1792659559","url":"https:\/\/www.thebergcodex.shop\/products\/long-term-portfolio-builder","provider":"THE BERG CODEX","version":"1.0","type":"link"}