Ron Bertino – Portfolio Investing
Original Price: 397$
You Just Pay: 99.95$(One Time 88% OFF)
Author: Ron Bertino
Sale Page:_https://university.tradingdominion.com/p/portfolio-investing
Product Delivery : You will receive a receipt with download link through email.
Contact me for the proof and payment detail: email_Ebusinesstores@gmail.com Or Skype_Macbus87

Course contents
Introduction

• Welcome to the course
• Strategic versus tactical asset allocation
• Introduction to bonds
• Asset classes
• Hedge funds
• How data can trick you

Returns

• Getting historical data
• Linear versus log scale
• Arithmetic and log price returns
• Cumulative arithmetic and log price returns
• Converting arithmetic and log returns
• Arithmetic and geometric mean
• Wealth index
• Performance charts

Measuring risk

• Variance and standard deviation
• The portfolio effect
• Sharpe ratio, Sortino ratio, Calmar Ratio, Martin Ratio
• Alpha and Beta
• Correlation and R Squared
• Treynor Ratio and Information Ratio
• Value-At-Risk and Expected Shortfall

Factor models

• Capital Asset Pricing Model (CAPM)
• Fama French 3 factor model

Permanent portfolios

• Equal and Value Weighting portfolios
• Calculating portfolio returns
• Review of 5 different permanent portfolios

Moving average filters

• M.A.F. – single asset
• M.A.F. – all assets in a portfolio

Modern Portfolio Theory

• Introduction to MPT
• Correlation and the correlation matrix
• Efficient frontier
• Minimum variance portfolio and mean-variance efficient portfolios
• Rebalancing
• Return vs risk graph
• Capital Allocation Line, and margin effect on returns
• Kelly Criterion – optimal f
• Inverse variance portfolio
• Risk parity portfolio

Dual Momentum

• Review of 6 different dual momentum portfolios

Other portfolios

• Review of two Adaptive Allocation portfolios
• Review of two Core-Satellite portfolios

Spreadsheets and automation
We will jointly construct spreadsheets that reinforce the concepts presented in the course, using the free Google Sheets technology.
Stock analysis spreadsheet
We will:

• import historical data from multiple sources
• calculate arithmetic and log returns (standard and cumulative)
• create a performance graph in both linear and log scale
• calculate and graph drawdowns
• calculate various performance and risk stats such as: arithmetic and geometric mean, variance, standard deviation, downside
• deviation, Sharpe ratio, Sortino ratio, Value-At-Risk, Skew, Kurtosis
• create a pivot table and bar graph showing the historical monthly seasonal performance
• display return frequencies and map that to a normal distribution curve in order to be able to visualize skew and kurtosis

(Don’t worry if all of the above terms sound complicated to you right now. By the end of the course, you’re going to be crystal clear on what they mean and how they work)
Conversion spreadsheets
The first spreadsheet will take output from one of the online portfolio backtesting tools we will use, and then convert the output into a clean time series, which we can then analyze in more detail.
The second spreadsheet will do something very similar, but will take calendar style returns as the input and then convert it into a clean time series for further analysis.
Comparison spreadsheet
This spreadsheet will take the log returns of the clean time series data we have now created, and will show the results of two different portfolios side by side, together with stats comparing the two.
Google Apps Script automation code
One of the aims of this course is to present everything without getting into any programming code.
That said, I have created some Google Apps Script automation code which will greatly assist with some of the above steps, in terms of the conversion and comparison spreadsheets I’ve mentioned above.
I do not get into explaining any of the Google Apps Script code within the course, but I do make the source code fully available, for anyone who wishes to use it as a reference for their own spreadsheet automation work.
What about support?
1 – Q&A on every lesson
Every lesson in the course has a “discussions” button that you can click on, which will allow you to ask a question related to that specific lesson.
2 – Slack (Chat) community
Once you sign up for the course, you’ll get access to our private Slack community. You’ll have a private channel dedicated to people who have gone through this Long Term Investing course. You’ll also get access to many other channels that are open to anyone who has taken any course from Trading Dominion. You’ll therefore have hundreds of other traders that you can chat with every day.
3 – Private forum
You’ll get access to a private forum community for people who have also gone through the Long Term Investing course. You can see/share portfolios and strategies, or ask questions.
4 – Helpdesk system
If you need to communicate privately, then you can also submit a tracked ticket through our helpdesk system.
Are you an existing options butterfly trader?
If you don’t trade broken wing or standard options butterflies, feel free to completely skip over this section.
If you do trade options flys, then you may have come to realize that the right wing of the put fly (debit) tends to almost neutralize the credit from the left wing of the fly.
This tends to leave a fairly significant amount of “cash” in your trading account, even though you may be fully utilizing the account for your options trading.
That “cash” can potentially be used in order to buy conservative ETF portfolios.
Let’s say that your options trading is going along really well, and you’re making a 20% return per year.
After going through this course, you could then consider applying your new knowledge in order to buy some ETF portfolios with that “unused cash”, and aim to extract an additional yearly return of perhaps 6% to 10%, with a conservative portfolio which has historically shown to draw down by just 10% over the past 50 years.
Even a 6% bump on your existing 20% return from your options trading is quite a significant improvement, and this is done by using your “unused cash”.
Let’s do it!
In just a few hours you’ll be able to learn and understand many of the financial concepts which have been preventing you from confidently controlling your own investments. You’ll have access to a dozen or so pre-made portfolios which you can potentially start trading immediately. You’ll also be joining an existing private community of hundreds of traders who are already helping each other out and trying to grow together.