Description
Trading Dominion Portfolio Investing | 5,85 GB
Trading Dominion – Portfolio Investing
In just a few hours, you’ll gain a comprehensive understanding of key financial concepts that may have previously held you back from confidently managing your investments. The course offers access to several pre-designed portfolios that you can begin trading right away, providing a practical start to your investment journey. Additionally, you’ll join a private community of hundreds of traders who support and learn from each other as they work toward growing their portfolios together.
Course Contents Overview
Introduction
- Welcome to the course
- Strategic vs. Tactical Asset Allocation
- Introduction to Bonds
- Overview of Asset Classes
- Understanding Hedge Funds
- How Data Can Be Misleading
Returns
- Accessing Historical Data
- Linear vs. Logarithmic Scale
- Arithmetic and Log Price Returns
- Cumulative Arithmetic and Log Price Returns
- Converting Between Arithmetic and Log Returns
- Arithmetic and Geometric Mean
- Wealth Index Calculation
- Performance Charting Techniques
Measuring Risk
- Variance and Standard Deviation
- The Portfolio Effect
- Sharpe Ratio, Sortino Ratio, Calmar Ratio, and Martin Ratio
- Alpha and Beta Measurement
- Correlation and R-Squared
- Treynor Ratio and Information Ratio
- Value-At-Risk (VaR) 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 Five Different Permanent Portfolios
Moving Average Filters
- M.A.F. – Single Asset
- M.A.F. – All Assets in a Portfolio
Modern Portfolio Theory (MPT)
- Introduction to Modern Portfolio Theory
- Correlation and Correlation Matrix
- The Efficient Frontier
- Minimum Variance Portfolio & Mean-Variance Efficient Portfolios
- Portfolio Rebalancing
- Return vs. Risk Graph
- Capital Allocation Line (CAL) and Margin Effect on Returns
- Kelly Criterion – Optimal f
- Inverse Variance Portfolio
- Risk Parity Portfolio
Dual Momentum
- Analysis of Six Different Dual Momentum Portfolios
Other Portfolios
- Review of Two Adaptive Allocation Portfolios
- Review of Two Core-Satellite Portfolios
For more information, visit the course homepage: Trading Dominion – Portfolio Investing.
