Course Description

Most new investors struggle with finding the right places to grow their money. 

This usually ends with investing in things that lose money or have higher fees. In fact, the average investor will lose more than $1,500 each year due to fees and bad investment selection. 

But how easy could investing be if you knew exactly what to buy and how much money to put in? 

The Perfect Portfolio Course is your answer! 

The Perfect Portfolio Course is designed to teach new investors how to choose their own investments and test their investment ideas before spending their own money. This course also helps investors reduce the fees you pay each year which helps put thousands of dollars back in your pocket. 

The course includes:

  • Perfect Portfolio Course ($1,000 value) - 1.5 hour training to teach you the fundamentals of the stock market and the different types of investments you can choose
  • Investing Test Toolkit ($200) - Gives you tutorials on two investing tools to test out your investment ideas
  • Investment Workbook ($5,000) - If you're looking to invest ASAP, the Portfolio Cheat Sheet can help you to invest in less than 10 minutes
  • Fee Analyzer Tool ($500) - This tool will help you save money with your investment choices and improve your overall performance
  • Investment Savings Guide ($2,000) - The ISG is designed to help you save your first $1,000 to start investing.

The total investment for the Perfect Portfolio Course is just $697 (or 2 payments of $375). 

What students are saying:
"I benefited from this course and the info provided. Now I can determine how much is needed for retirement and balancing paying off student loans back. This session is leading myself (and others) in the right direction" -B. Johnson, Rochester, NY

"I now have a road map to start my investment portfolio. Kevin was great!" -Tiffany G., Atlanta, GA

"Oh. My. Gosh...That class was amazing and the information was easy to digest! I’ve been so afraid of diving into investing because it seems so convoluted...Now I feel pumped and ready to go! Thank you Kevin!" A. Harrison, Charleston, SC

#1 Bestselling Author & Top 100 Financial Advisor

Kevin Matthews II

My name is Kevin L. Matthews II and I’ve been educating others about the stock market since 2010. More than a decade ago, I started BuildingBread to help first-time investors enter the stock market - not with confusion but with confidence - by implementing a simple easy-to-follow investing philosophy.

I got my start as a financial advisor in New York City where I managed more than $140 million in investments and became one of the Top 100 Most Influential Advisors in 2017.

From there, I went on to:

  • Teach more than 15,000 investors and create programs that have put thousands on the path to financial freedom and building generational wealth.

  • Be featured in Business Insider, The New York Times, Buzzfeed, Forbes, and more

  • Write bestselling books like Starting Point: How to Build Wealth That Lasts and From Burning to Blueprint: Rebuilding Black Wall Street After a Century of Silence

  • Win the Plutus Award for Best Investing Content

I decided to create this course after receiving hundreds of DMs and comments on my educational videos from people who wanted to know how to get started with investing and build wealth. My philosophy is that investors come from all backgrounds and anyone can learn how to master the stock market.

As a father, I understand that all of this is much bigger than me and want to build generational wealth for my family. Knowing that many of you have that same mindset, I encourage you to enroll in the course and start changing your financial family tree.

You can do this!

Course curriculum

  • 1

    Perfect Portfolio Course

    • What is a portfolio and how does it work?

    • Link to Risk Tolerance Questionnaire

  • 2

    How to use the FINRA Fund Analyzer

    • Using the Analyzer

    • Link to FINRA Analyzer

  • 3

    Testing your investments

    • Testing Toolkit

    • Links to testing sites

  • 4

    Investment Toolkit

    • How to use the Investment Workbook

    • Investment Workbook

    • Other Index Mutual Funds and ETFs

  • 5

    Investment Savings Plan

    • Investment Savings Plan

  • 6

    How to Use this Course With Your Retirement Accounts

    • Notes on Comparing Mutual Funds in Your Retirement Account

    • Using the PPC with Your Retirement Accounts

  • 7

    Understanding Your Statements

    • Statement Walk Through

Pricing options

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