All Weather Investing Via Quantitative Modeling In Excel

Do you think professional methods of investing are beyond your reach because it involves the state of the art infrastructure, rocket science, and a huge amount of money?

Have you tried replicating someone else’s trading style and method only to end up with drastically different or inconsistent results?

Do you find it difficult to implement investment strategies that you learned because (a) you have no confidence about it, (b) you still don’t know how to execute it, and/or (c) you have no time?

THIS COURSE WILL CHANGE YOUR PERCEPTION ABOUT THE APPROACH TO INVESTING.

We will teach you in-depth an all-weather investing approach known as Risk Parity, from concept to implementation, whose principles are used among hedge fund professionals. Ray Dalio, the founder of the largest hedge fund Bridgewater Associates, is the first to launch a fund based on Risk Parity principles.

This investing strategy is capable of creating robust portfolios that are much lower in risk. It remains resilient in harsh markets while yielding comparable or even higher returns than the broader stock market. After the course, you will be able to Do-It-Yourself.

Risk Parity is a powerful quantitative investing strategy that is grounded in well-established theory and common sense. There are no chart reading, no thick annual reports, no constant monitoring of market news, and no forecasting.

All investment decisions are driven by the model we will build in this course. The completed model requires less than 5 minutes of your time to update. With a good understanding of the strategy through hands-on learning, this will keep your discipline in check and prevent you from falling prey to emotions during times of market stress. The end result is consistency.

We will build the model up in Excel using inbuilt Excel functions. No programming experience is required. Neither do we need expensive tools or data subscriptions. We will use only free resources.

WHAT YOU WILL LEARN

• Why investing purely in a portfolio of stocks is riskier than it looks.
• Why traditional means of diversification such as 50/50 or 60/40 is far from ideal.
• What is risk and why we should look at investments from the perspective of risk.
• What are the criteria to look at when choosing assets to construct a portfolio.
• What is the concept and rationale behind risk parity allocation.
• How to use critical Excel functions e.g. data lookup, logic operators, math and statistical functions, etc.
• What is the intuition and math behind key financial concepts, e.g. returns, volatility, correlation, marginal risk contribution, etc, and how to implement them on Excel.
• Where and how to get price data.
• How to model a buy and hold portfolio.
• What is rebalancing and how to model a portfolio with periodic rebalancing.
• How to perform portfolio weights optimization based on risk parity principle.
• How to incorporate transaction costs, borrowing costs, and leverage into the model.
• How to calculate key performance metrics and create a performance analytics worksheet for tracking model performance.
• How to create a dashboard to extract and display key information for making investment decisions.

WHAT YOU WILL GET

• Over 8 hours of lectures developed with more than 15 years of experience in the asset management, hedge fund, and banking industry.
• Practice sheets on financial mathematics and excel functions with solutions.
• Guided step-by-step model building process complete with templates.
• Fully completed risk parity model file that you can use or improve on.
• Free Excel-based resources (from the web) to download price data from yahoo finance in bulk.
• VBA scripts to automate the data updating and weight optimization process.
• Unlimited lifetime access.
• Full 30-day money-back guarantee. No questions asked.
• Online Q&A where you can pose your questions to us.

An investment in the right education is one of the best investments one can make. The earlier you start, the better you will be in the future. So take action now and ENROLL IN THIS COURSE!