Stock Sector 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 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!