0+ Years Experience
Courses Offered
Monthly Asset Allocation Systems
Learn how to beat the market in minutes per month on a fraction of the drawdown
Based on academically researched concepts, these monthly asset allocation systems outperform the market with a fraction of the buy and hold drawdown. Using the worldâs most popular equity indexes, ETFs, and mutual funds, these systems can be executed in even the most restrictive retirement accounts and require very little time to operate each month.
âWhale watchingâ is the nickname we give to the systemsâ ability to identify and quantify major moves in global markets. By using the worldâs largest and most popular equity indexes, ETFs, and mutual funds, these systems position investors to take advantage of the large moves created by institutional money. Thereâs big money in the big indexes, and if theyâre moving, these systems are going to know about it, and profit from it.
Momentum Systems Home Study Course
Having evolved from Dr Ken Longâs excellent Blended Monthly Rebalancing System, these next generation monthly asset allocation systems are based on academically researched momentum concepts. Momentum systems profit from the continuance of market trends, taking advantage of the herding behavior of market psychology. These systems identify and quantify trends across the worldâs major markets, allocating assets to the best performing markets. Performance can be further enhanced by the addition of optional volatility stops and short positions.
Portfolio Moving Average Systems Home Study Course
These systems apply academically researched moving average concepts to asset allocation. Moving averages are widely used in technical analysis and have been extensively researched in academic literature. By combining these tried-but-true indicators together with systems thinking, these systems capture profits in the worldâs major indexes while avoiding bear markets. Performance can be further enhanced by the addition of optional volatility stops and short positions.
Hybrid System Home Study Course
This system combines both momentum and portfolio moving average concepts into one meta system. By utilizing both of these powerful concepts in the same system, investors add depth and diversity to their methods of identifying and quantifying market trends. This system allocates assets to the worldâs best performing markets, capturing profits during bull markets and minimizing losses during bear markets. Performance can be finely tuned by shifting the balance of the meta system towards one component or the other. Performance can be further enhanced by the addition of optional volatility stops and short positions.
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About
Mission Statement
Applied Finance Research exists to serve the financial success and well-being of our community by providing quality investing education.
Values
Integrity â investment systems that work
Quality â world-class education thatâs engaging, clear, and inspiring
Service â weâre here to help you accomplish your goals
Bill Scheidt
PresidentBill Scheidt has more than 15 years of experience trading stocks, options, commodities, ETFs, and crypto. He credits his participation in the Van Tharp Instituteâs Super Trader program as the transformational experience that galvanized his journey to becoming a successful trader.
Bill is the president of Applied Finance Research, the former co-owner of a Registered Investment Advisor firm, and the co-founder of The Systems Lab Inc. with Jeff Boccaccio. He researches and develops systems-based strategies for trading and investing, offers consulting and instructional services, and manages private equity.
Bill is a natural instructor and has a talent for helping others in their growth and development. He combines a methodical and scientific approach to trading with a down-to-earth and approachable teaching style. Having undergone the journey from losing trader to profitable private equity manager, he has a unique ability to meet traders where they are and help them get where they want to go.
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Building a System That Fits You Using Monthly Asset Allocation Systems
Building a System That Fits You Using Monthly Asset Allocation Systems https://youtu.be/txkJR5N5e68?si=z2sbYAcckePuGUQN A look at using monthly asset allocation systems
Volatility Stops and Shorts for Monthly Asset Allocations Systems
Volatility Stops and Shorts for Monthly Asset Allocations Systems https://youtu.be/6SuoeFiNpMU?si=RC6NKudTGkHzmRA- An overview of the impact and functionality of the optional
Market Beliefs Behind the Monthly Asset Allocation Systems
Market Beliefs Behind the Monthly Asset Allocation Systems https://youtu.be/x5Gat1FzSHo?si=QfyntSDbH7f_yrxK The market beliefs that inform the monthly asset allocation systems. For