Diversify & Rebalance In 7 Days is a short course that walks you through one concrete rebalancing decision on the portfolio you already own. By the end of the week you’ll have reviewed your allocation, checked your fees, and made one adjustment on paper or in your brokerage.
The mini-course is built from five recorded video lessons drawn from the Financial Prosperity Module 2 curriculum, paired with a simple worksheet you fill in as you watch. Plan for roughly 25-40 minutes of viewing per day across the week, plus a short action step at the end of each lesson — pulling your current holdings into a single view, sorting them by asset class, checking the expense ratios, and noting your tax wrapper. By Day 7 you bring the worksheet together and make one rebalancing call: shift a percentage, swap a high-fee fund, or rotate a position into a more tax-efficient account.
This is built for founders and self-employed operators who already have money invested somewhere — an old pension, an index fund, a brokerage account, some crypto — but have never actually run a structured review on it. Generic investing content assumes you’re starting from zero; you aren’t. You need a framework that respects the messy, multi-account reality of someone who has been earning irregularly for years.
What’s inside
- The Principle Of Capital Preservation (FP M2)
- Building Your Automatic Wealth Machine: Diversifying & Rebalancing (Part 1) (FP M2)
- Diversifying & Rebalancing (Part 2) (FP M2)
- The Principle Of Minimal Investment Fees (FP M2)
- The Principle Of Minimal Taxation (FP M2)
What you’ll be able to do: Execute one documented rebalancing decision on your existing investments within seven days of starting the course.
How you get it: Lifetime access inside the Abundance GPS community on Skool. Instant access on signup. Mobile and desktop. 30-day satisfaction window.
