What is a Trading Dominion Portfolio Investing for Cheap?
Get steady and consistent returns with low drawdowns, spending just 20 mins per month
Do you need steady returns with low drawdowns?
Sure. Doesn’t everybody?
The problem is that we’re led to believe that investing our own money is too risky and we should therefore use hedge funds in order to take care of our long term investments.
Financial concepts tend to sound quite complicated and involve either having to get deep into the weeds with complicated financial formulas, or resorting to having to become a programmer in order to code up even a simple investment strategy.
Could you outperform the average hedge fund?
That may sound like a crazy question to ask, but did you know that the average yearly returns of hedge funds are just 4.5% to 5% over the long term? They may be higher in more recent years, where the stock market has been increasing at an incredible rate, but once you include a few stock market crashes, then the yearly returns drop to an average of around 5%.
That’s a performance statistic which tracks 600 to 800 of the larger hedge funds, where each of these hedge funds need to have at least 100 million dollars of customer funds under management.
While you may be frustrated with that level of lackluster performance, the hedge funds are still perfectly happy to keep charging you their management fee, no matter how they perform.
Ray Dalio claims to have found the Holy Grail
While the average hedge fund performance has been lackluster, there are certain hedge funds that do perform very well. Ray Dalio runs one of the largest hedge funds in the world, called Bridgewater Associates, which as of 2018 manages over 125 billion in customer funds. Ray Dalio himself is a billionaire. So when a person like this makes a statement about having found the Holy Grail, then perhaps we should pay attention.
Here is a short 4 min video, where Ray Dalio explains the concept of the Holy Grail. Note that he’ll reference a bunch of terms that you may be unfamiliar with (standard deviation, correlation, alpha, information ratio, etc). Don’t worry, by the time you complete this course, you’ll know and fully understand all of these financial terms.
The main point he’s making is that the Holy Grail can be achieved by trading a variety of trading strategies or portfolios, where the return of each of these portfolios is unrelated to the others. When one strategy or portfolio is losing money, then hopefully the others aren’t losing money at the same time.
The keys are to:
- have a variety of different portfolio strategies to choose from
- be able to measure the degree of correlation between these strategies
You’ll be learning both of the above in this course.
What You’ll Learn In Portfolio Investing
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
Trading Dominion Portfolio Investing Index:
📄 0. Portfolio Investing.pdf (442.74 KB)
📄 SalesPage.txt (60.00 B)
📁 1. Introduction
📄 1. Welcome to the course.pdf (525.42 KB)
📄 2. Getting to know you.pdf (60.29 KB)
📄 2.1.pdf (54.36 KB)
📄 2.2.pdf (51.27 KB)
📄 2.3.pdf (60.01 KB)
📄 3. Strategic versus tactical asset allocation.mp4 (13.79 MB)
📁 10. Dual Momentum
📄 1. Global equities momentum (GEM).mp4 (21.84 MB)
📄 2. SPY – TLT rotation.mp4 (7.71 MB)
📄 3. World region rotation.mp4 (4.50 MB)
📄 4. Market rotation.mp4 (2.44 MB)
📄 5. US sector rotation.mp4 (3.54 MB)
📄 6. DOW rotation.mp4 (10.35 MB)
📁 11. Adaptive allocation
📄 1. Introduction to adaptive allocation.mp4 (2.46 MB)
📄 2. A.A. – Inverse volatility with leveraged ETFs – Trading Dominion University^.mp4 (6.82 MB)
📄 3. A.A. – Minimum variance portfolios.mp4 (6.37 MB)
📁 12. Core-Satellite portfolios
📄 1. Core-Satellite portfolio 1.mp4 (6.42 MB)
📄 2. Core-Satellite portfolio 2.mp4 (5.12 MB)
📁 13. Analysis spreadsheets
📄 1. Single stock analysis.mp4 (77.83 MB)
📄 1. Single stock analysis.pdf (314.47 KB)
📄 1.2. TD – Single Stock Analysis.xlsx (373.00 KB)
📄 10. Obtaining fundamental data on stocks.mp4 (21.21 MB)
📄 11. IEF_195501-201907.csv (10.87 KB)
📄 11. SHY_195501-201907.csv (10.77 KB)
📄 11. SPY_195501-201907.csv (10.91 KB)
📄 11. Synthetic data download.pdf (119.73 KB)
📄 11. TLT_195501-201907.csv (10.93 KB)
📄 11. TMF1986.csv (10.64 KB)
📄 11. UPRO1986.csv (10.69 KB)
📄 2. Price comparison.mp4 (16.42 MB)
📄 2. Price comparison.pdf (294.12 KB)
📄 2.2. TD – Price comparison.xlsx (94.18 KB)
📄 3. Convert to time series.mp4 (27.57 MB)
📄 3. Convert to time series.pdf (237.78 KB)
📄 3.2. TD – Convert to timeseries.xlsx (223.42 KB)
📄 4. Log return comparison.mp4 (23.98 MB)
📄 4. Log return comparison.pdf (250.77 KB)
📄 4.2. TD – Log Return comparison.xlsx (712.89 KB)
📄 5. Portfolio dashboard.mp4 (77.56 MB)
📄 5. Portfolio dashboard.pdf (287.41 KB)
📄 5.2. TD-PortfolioDashboard.xlsx (20.99 KB)
📄 5.3. TD-PortfolioDashboard-TDA.xlsx (14.85 KB)
📄 6. Performance of multiple combined portfolios.mp4 (44.03 MB)
📄 6. Performance of multiple combined portfolios.pdf (373.49 KB)
📄 7. Merging time series data with Excel.mp4 (58.43 MB)
📄 8. Seasonality analysis.pdf (336.66 KB)
📄 8.1. Seasonality analysis Version 1.mp4 (90.00 MB)
📄 8.2. Seasonality analysis.mp4 (18.41 MB)
📄 8.2. TD – Seasonality Analysis.xlsx (1.92 MB)
📄 8.3. TD – Seasonality Analysis – ver2.xlsx (1.11 MB)
📄 9. Converting a daily time series into a monthly time series.mp4 (31.26 MB)
📄 9. Converting a daily time series into a monthly time series.pdf (240.53 KB)
📁 14. Tools
📄 1. Interactive Brokers – Rebalance Portfolio tool.mp4 (42.87 MB)
📄 1. Interactive Brokers – Rebalance Portfolio tool.pdf (279.01 KB)
📄 2. Portfolio Comparison application.pdf (520.17 KB)
📄 2.1. Portfolio Comparison application .mp4 (45.21 MB)
📄 2.2. Portfolio Comparison application.mp4 (36.19 MB)
📄 2.3. Portfolio Comparison application.mp4 (16.74 MB)
📁 15. Site and service reviews
📄 1. Logical-Invest – portfolio signal provider.pdf (584.60 KB)
📄 1. Logical-Invest – portfolio signal provider – Links.pdf (23.40 KB)
📄 1. Logical-Invest.mp4 (85.00 MB)
📄 2. AllocateSmartly – portfolio signal provider – Links.pdf (27.24 KB)
📄 2. AllocateSmartly – portfolio signal provider.pdf (520.51 KB)
📄 2. AllocateSmartly.mp4 (59.75 MB)
📄 3. CXO Advisory – investing research.mp4 (31.66 MB)
📄 3. CXO Advisory – investing research.pdf (214.28 KB)
📄 4. Connors Research – The Alpha Formula.pdf (2.38 MB)
📁 16. Bonuses
📄 1. With interest rates being so low, is investing in bonds risky.pdf (774.09 KB)
📄 2. Discount to Portfolio Visualizer.pdf (314.96 KB)
📄 3. Yield curve inversion.mp4 (24.79 MB)
📄 3. Yield curve inversion.pdf (235.20 KB)
📄 3.2. Treasury yield data.pdf (463.08 KB)
📄 3.3. 10 year – 2 year yield curve.pdf (279.38 KB)
📄 3.3. FRED-T8CC.pptx (45.60 KB)
📄 3.3. T10Y2Y.csv (20.19 KB)
📄 3.3. T10Y2Y.xls (72.50 KB)
📄 3.3. fredgraph.pdf (55.79 KB)
📄 3.3. fredgraph.png (50.16 KB)
📁 17. The finish line
📄 1. You_ve completed the course.pdf (421.99 KB)
📄 2. Refer a friend program.pdf (171.58 KB)
📁 2. Asset classes
📄 1. Introduction to bonds.mp4 (203.84 MB)
📄 2. Asset classes.mp4 (623.25 MB)
📄 3. Hedge funds.mp4 (86.59 MB)
📁 3. How data can trick you
📄 1. How data can trick you.mp4 (862.77 MB)
📁 4. Returns
📄 1. Getting historical data.mp4 (125.70 MB)
📄 10. Arithmetic and geometric mean.mp4 (179.11 MB)
📄 11. Wealth index.mp4 (141.17 MB)
📄 12. Performance charts.mp4 (83.22 MB)
📄 2. Linear versus log scale.mp4 (49.44 MB)
📄 3. Arithmetic price returns .mp4 (37.25 MB)
📄 4. Log price returns.mp4 (53.19 MB)
📄 5. Arithmetic versus log return.mp4 (53.99 MB)
📄 6. Cumulative arithmetic price returns.mp4 (248.68 MB)
📄 7. Cumulative log price returns.mp4 (141.63 MB)
📄 8. Converting arithmetic and log returns.mp4 (42.79 MB)
📄 9. Pop quiz.mp4 (28.00 MB)
📁 5. Risk
📄 1. Variance.mp4 (114.43 MB)
📄 10. Beta.mp4 (242.64 MB)
📄 11. Correlation.mp4 (25.09 MB)
📄 12. R squared.mp4 (173.70 MB)
📄 13. Treynor ratio.mp4 (11.75 MB)
📄 14. Information ratio.mp4 (48.80 MB)
📄 15. Why is StDev still a favorite way of measuring risk.mp4 (39.66 MB)
📄 16. Value at risk.mp4 (26.66 MB)
📄 17. Expected shortfall.mp4 (104.33 MB)
📄 18. Is it risky investing in bonds if we expect interest rates to rise.mp4 (67.75 MB)
📄 2. Standard deviation.mp4 (150.22 MB)
📄 3. Portfolio effect.mp4 (91.00 MB)
📄 4. The holy grail, according to Ray Dalio – Links.pdf (22.22 KB)
📄 4. The holy grail, according to Ray Dalio.mp4 (69.81 MB)
📄 4. The holy grail, according to Ray Dalio.pdf (347.22 KB)
📄 5. Sharpe ratio.mp4 (68.02 MB)
📄 6. Sortino ratio.mp4 (93.66 MB)
📄 7. Calmar ratio.mp4 (17.82 MB)
📄 8. Ulcer performance index.mp4 (107.85 MB)
📄 9. Alpha.mp4 (21.74 MB)
📁 6. Factor models
📄 1. Capital asset allocation model.mp4 (30.04 MB)
📄 2. Fama French 3 factor model.mp4 (17.64 MB)
📁 7. Permanent portfolios
📄 1. Equal and value weighting.mp4 (4.45 MB)
📄 2. Calculating portfolio returns.mp4 (3.72 MB)
📄 3. Stocks and bonds portfolio.mp4 (67.18 MB)
📄 4. Ray Dalio All Weather portfolio.mp4 (39.47 MB)
📄 5. Harry Browne portfolio.mp4 (12.99 MB)
📄 6. Golden butterfly portfolio.mp4 (16.57 MB)
📄 7. Larry Swedroe portfolio .mp4 (5.09 MB)
📄 8. Permanent portfolio recap.mp4 (11.21 MB)
📁 8. Moving average filters
📄 1. Moving average filters – single asset.mp4 (42.88 MB)
📄 2. Moving average filters – multiple assets.mp4 (19.62 MB)
📁 9. Modern Portfolio Theory
📄 1. Introduction to Modern Portfolio Theory.mp4 (11.17 MB)
📄 10. Margin effect on returns – part 1.mp4 (14.59 MB)
📄 11. Margin effect on returns – part 2 .mp4 (16.69 MB)
📄 12. Kelly criterion – Optimal F.mp4 (19.52 MB)
📄 13. Sharpe ratio visualized.mp4 (25.45 MB)
📄 14. Inverse variance portfolio.mp4 (7.98 MB)
📄 15. Risk parity portfolio.mp4 (13.02 MB)
📄 16. Portfolio optimization.mp4 (130.26 MB)
📄 2. Introduction to correlation.mp4 (24.10 MB)
📄 3. Correlation matrix .mp4 (18.73 MB)
📄 4. Efficient frontier .mp4 (21.72 MB)
📄 5. Minimum variance portfolio.mp4 (9.98 MB)
📄 6. Mean-variance efficient portfolio.mp4 (8.08 MB)
📄 7. Rebalancing.mp4 (15.56 MB)
📄 8. Return versus risk graph.mp4 (7.64 MB)
📄 9. Capital allocation line .mp4 (20.85 MB)
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