How long is the course?

6 chapters · 55 minutes · level: Intermediate

Yes. The course is part of Phase 1 — AK1A's foundation education, which is free forever.

AKM1 · Practical Cases

From stock to portfolio — the 5×5×4 ecosystem in practice

Hur enskilda aktieanalyser vägs samman till en portföljsamlad bild med vågprofil per horisont.

📖 6 chapters⏱ 55 min⚡ 220 XP⚖ Weight: CRITICAL🏷 Practical Cases

Why this variable is decisive

Portföljen — inte aktien — är beslutsenheten. Fem bra aktier kan bilda en sårbar portfölj; ekosystem-analysen synliggör samspelet.

Course overview

1From a single stock to the whole — why the portfolio is the unit of analysisA perfect stock analysis can become a bad portfolio. The chapter shows why the whole weighs more than the part…9 min
2The five time horizons in your portfolioMicro, short, medium, long and mega — the same five windows as in the advanced analyses, now applied to the EN…9 min
3The five theories — independent voices, not truthsElliott waves, Fibonacci, GANN, Lucas cycles and volume analysis. Each theory is an independent perspective on…9 min
4The numbers behind the waves — Python and the independent sourcesHow is raw price data transformed into wave classification? The chapter shows the engine's measures: momentum …9 min
5Risk and concentration — the portfolio's weak pointsWeighted volatility, the largest holding's share, sector spread and analysis coverage. You learn the four risk…9 min
6Read your portfolio report — from cells to decisionsThe final exercise: you open your own deep analysis and interpret it step by step — the 25-cell matrix, the wa…9 min
Total55 min

Chapter	Focus	Time
1. From a single stock to the whole — why the portfolio is the unit of analysis	A perfect stock analysis can become a bad portfolio. The chapter shows why the whole weigh…	9 min
2. The five time horizons in your portfolio	Micro, short, medium, long and mega — the same five windows as in the advanced analyses, n…	9 min
3. The five theories — independent voices, not truths	Elliott waves, Fibonacci, GANN, Lucas cycles and volume analysis. Each theory is an indepe…	9 min
4. The numbers behind the waves — Python and the independent sources	How is raw price data transformed into wave classification? The chapter shows the engine's…	9 min
5. Risk and concentration — the portfolio's weak points	Weighted volatility, the largest holding's share, sector spread and analysis coverage. You…	9 min
6. Read your portfolio report — from cells to decisions	The final exercise: you open your own deep analysis and interpret it step by step — the 25…	9 min
Total		55 min

Sample — the first two chapters

From a single stock to the whole — why the portfolio is the unit of analysis

Chapter 1 of 6 · 9 min

A perfect stock analysis can become a bad portfolio. The chapter shows why the whole weighs more than the parts: correlation, concentration, and how five good companies can still form a fragile portfolio. We introduce the ecosystem way of thinking: the portfolio is a system, not a list.

The portfolio's risk is not the sum of the stocks' risks — it is their INTERPLAY. Two companies in the same sector with the same customers do not share two risks but almost one. Institutional managers therefore always start at the portfolio level: which risks am I carrying IN TOTAL, not which stocks do I like.

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AK1A's portfolio analysis follows the same principle: each stock is analyzed on its own (AKM1 + waves) and is then weighted together into the portfolio's combined picture — weighted AKM1, weighted volatility, wave profile per horizon.

Next: The five time horizons in your portfolio

The five time horizons in your portfolio

Chapter 2 of 6 · 9 min

Micro, short, medium, long and mega — the same five windows as in the advanced analyses, now applied to the ENTIRE portfolio. You learn the difference between having 80 % impulse waves on micro and 80 % on medium — and why the latter is what should actually govern your saving.

A portfolio can look bullish on micro (a temporary rally) while being in a correction on the medium term. The beginner confuses the windows and acts on the wrong signal; the analyst keeps them apart. The deep analysis in AK1A's portfolio system calculates the wave profile per horizon — weighted by how large each holding is — so that you see exactly where the portfolio has momentum and where it is waiting.

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Micro = weeks, short = 1-3 months, medium = 3-12 months, long = 1-5 years, mega = 5 years+. Your time horizon as a human being determines which row is YOUR row.

Next: The five theories — independent voices, not truths

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Three perspectives

Peter Lynch

Peter Lynch hade få innehav och djup kännedom för varje bolag — men hans portfölj var medvetet koncentrerad till det han förstod bäst. Ekosystem-analysen formaliserar den intuitionsbaserade helhetsblicken: koncentration är inte fel, okänd koncentration är fel.

Benjamin Graham

Benjamin Graham förespråkade spridning som skydd mot det okända — 20-30 positioner minskar enskild bolagsrisk dramatiskt. Portföljrapportens sektors- och koncentrationsmått är Grahams principer i sifferform: spridning är ett mått, inte en känsla.

AK1A's interpretation

AK1:s tolkning: portföljen är ett system av vågor. AKM1-poängen per aktie vägs till portföljens viktade kvalitet; vågklasserna vägs till vågprofilen per horisont; och 25-cellers-matrisen aggregeras till en enda bias-dom. Systemet beräknas ur oberoende datakällor och varje steg är granskningsbart — det är ekosystemets kärna: en bild, hundra datapunkter, noll magi.

Exercises

Three exercises to anchor the variable — unfold each one for guidance.

Exercise 1. Explain in your own words: what does From stock to portfolio — the 5×5×4 ecosystem in practice measure, and wh…

Explain in your own words: what does From stock to portfolio — the 5×5×4 ecosystem in practice measure, and why does it carry CRITICAL weight in AKM1?

Guidance: Hur enskilda aktieanalyser vägs samman till en portföljsamlad bild med vågprofil per horisont.

Exercise 2. Application: find one company where From stock to portfolio — the 5×5×4 ecosystem in practice is strong — and …

Application: find one company where From stock to portfolio — the 5×5×4 ecosystem in practice is strong — and one where it is weak. What separates them?

Guidance: Guidance: see chapter 3 ("The five theories — independent voices, not truths").

Exercise 3. Reflection: how would your portfolio be affected if your largest holding failed precisely on From stock to por…

Reflection: how would your portfolio be affected if your largest holding failed precisely on From stock to portfolio — the 5×5×4 ecosystem in practice?

Guidance: Test it in My Portfolio (/min-portfolj) or discuss it in the lab.

Continue the curriculum

Interactive exercises, wave matrices and the AI tutor are found in the lab.

Open AK1A Research Lab See memberships

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