Stock Sector Investing Via Quantitative Modeling In Excel

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

We will teach you in-depth a stock investing strategy known as Sector Rotation, from concept to implementation, whose principles are used among hedge fund professionals. While stock sectors generally tread in the same direction as the broader stock market, their individual performance can differ. We will see in this course how to select the right sectors using ETFs to improve investment performance. Then we will learn how to incorporate a natural hedge into the system to make it more resilient against stock market shocks and downturns. The end result is a robust portfolio that is much lower in risk, yet yielding comparable or even higher returns than the broad stock market. 

Sector Rotation is a powerful quantitative 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.

  • What are the different stock sectors.

  • What is the concept and rationale behind sector rotation.

  • How do we pick the correct stock sectors.

  • What can we do to hedge against stock market downturns.

  • How do we size our allocation to the sectors and hedge.

  • 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 build a scoring system for the sectors

  • How to incorporate a dynamic hedge into the model

  • 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 sector rotation model file that you can use or improve on. (Updated till end of Jan 2021)

    • 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!

    Who this course is for:

    • Anyone who is keen to learn a solid investment approach used by hedge fund professionals founded on math and common sense.
    • Anyone who is interested in generating stable returns with lower risk over the long term.
    • Anyone who is serious about taking charge of their investment.
    • This is NOT for people expecting an active trading course or something that will make you a millionaire overnight.

    Udemy discount coupon links (>90% discount) for 6 investment courses ending on 12 May 2021.

    #Investment Portfolio

    Defensive #Stock Investing $ Volatility #Trading

    Stock Sector Investing & Multi-Strategy Investing


    https://www.udemy.com/course/foundation-course-for-building-an-investment-portfolio/?couponCode=ALLQUANT_PROMO

    https://www.udemy.com/course/all-weather-investing-via-quantitative-modelling-in-excel/?couponCode=ALLQUANT_PROMO

    https://www.udemy.com/course/defensive-stock-investing-via-quantitative-modeling-in-excel/?couponCode=ALLQUANT_PROMO

    https://www.udemy.com/course/volatility-trading-via-quantitative-modeling-in-excel/?couponCode=ALLQUANT_PROMO

    https://www.udemy.com/course/stock-sector-investing-via-quantitative-modeling-in-excel/?couponCode=ALLQUANT_PROMO

    https://www.udemy.com/course/multi-strategy-investing-with-python-and-excel/?couponCode=ALLQUANT_PROMO

Comments

Post a Comment

Popular posts from this blog

Reusable Glass straws with handcrafted figurines, penguin, candy, christmas tree, snowman, gift for christmas thanksgiving, holiday, birthday, 4 pcs set

  Decorative Glass Straw Set includes beautiful and colorful small figurines, penguin, candy, christmas tree, snowman perfectly attached to the glass straws. These beautiful designs make drinking glass straws more attractive. The reusable strong glass straw is plastic-free, environment-friendly, and healthy, keeping you away from diseases caused] by plastics. Christmas ornaments glass straws are suitable for a variety of hot drinks and cold drinks, including but not only limited to smoothies, juices, lemonades, cocktails, shakes, and hot chocolate. Handmade of glass, durable, and heat-resistance. Reusable Straw is Perfect for Christmas Gifts to share happiness among friends and family. This beautifully handcrafted piece of art is an excellent gift for Christmas, Xmas, birthday party, Mother’s Day, Halloween, Thanksgiving, wedding, birthday party, baby show. Reusable Glass straws with handcrafted figurines, penguin,  candy, christmas tree, snowman, gift for christmas thanksgiv...
Read more

Botanical Line Drawing Illustration - Firts Steps

  Everyone in life has different ways to approach tasks depending on the abilities or ways to think and learn , in the same way in botanical line drawing illustration there are different ways to approach a result. The idea is to review two different ways to achieve a botanical illustration so at the end of the practice you will discover which of the ways you are feeling comfortable or maybe you will find that you prefer the combination of both methods. 1.  The first way is to break the flower down to have a better understanding of its parts and then draw it completely 2.  The second one is to create general guidelines first and then follow those to get the great proportions and balance in your flower Throw the course  I will be bringing some practice sheets  (PDF format to print in resources)  that I design to guide you in the steps to approach the drawing from different ways. PROJECT TIME At the end of the class, you will choose one flower of your preferen...
Read more