Research Investor Pro is an online masterclass that teaches self-directed investors how to build confident, evidence-based portfolios using the same systematic research process employed by hedge-fund analysts. Created by Norbert, a CFA charterholder and former hedge-fund analyst with 18 years of multi-asset portfolio management experience, the course distills professional-grade investment analysis into a practical framework anyone can follow.
Through 40+ HD video lessons, downloadable models, checklists, and decision-journal templates, students learn to move from macro trends to individual securities, apply valuation models with confidence, size positions using proven formulas, and construct diversified portfolios backed by solid research. The program covers everything from setting up an affordable research stack to tracking KPIs and setting exit triggers.
Ideal for DIY stock investors, crypto investors seeking discipline, engineers managing RSUs, small business owners growing retirement funds, and busy professionals with limited time. Students manage their portfolios with confidence, consistently beat their benchmarks, and sleep better knowing every position is backed by rigorous analysis rather than social-media hype or emotional impulses.
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Learn a complete macro-to-micro research process, from sourcing ideas through affordable data feeds and screeners to applying valuation models and deciding when price finally matters.
Master position sizing formulas used by hedge funds, design risk controls that balance conviction with prudence, and implement monitoring systems with clear exit triggers.
Use decision journals and structured checklists to fight cognitive biases, stay objective during volatile markets, and improve consistency across every investment decision.
Assemble cohesive, diversified portfolios using professional techniques, craft rebalancing schedules, and track KPIs to ensure every position aligns with your thesis.
Access downloadable models, templates, and case studies that cement the framework, plus lifetime membership in a private investor community with all future updates included.