Courses Offered: Monthly Asset Allocation Systems

Monthly Asset Allocation Systems: Momentum Systems Home Study Course

Having evolved from Dr Ken Long’s 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 world’s major markets, allocating assets to the best performing markets.  Performance can be further enhanced by the addition of optional volatility stops and short positions.

Topics Include:

Beliefs, Edges, Assumptions & Limitations
System Rule Set, Including:
Opportunities for Customization
Performance Overview
System Components, Including:
            Market Filter
            Set Up
            Entry
            Stops
            Position Sizing
Optional Next Generation Volatility Stop
Optional Next Generation Short Positions
How to Get Started
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Monthly Asset Allocation Systems: 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 world’s major indexes while avoiding bear markets. Performance can be further enhanced by the addition of optional volatility stops and short positions.

Topics Include:

Beliefs, Edges, Assumptions & Limitations
System Rule Set, Including:
Opportunities for Customization
Performance Overview
System Components, Including:
            Market Filter
            Set Up
            Entry
            Stops
            Position Sizing
Optional Next Generation Volatility Stop
Optional Next Generation Short Positions
How to Get Started
Register for Course

Monthly Asset Allocation Systems: Bundle Package with Hybrid System Home Study Course

Bundle Includes:

1. Momentum Systems Home Study Course
2. Portfolio Moving Average Systems Home Study Course
3. Hybrid System Home Study Course (only available with bundle)
 

What is the Hybrid System?

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 world’s 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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Monthly Asset Allocation Systems:  Bootcamp

Go from “knowing about” to “applying!” Bootcamp is a 6-week intensive asynchronous home study course designed to get you up and running with Monthly Asset Allocation Systems. Once you've learned about these systems in our Momentum and PMA courses, Bootcamp will help you do something with what you know. Focused on helping you where the tires meet the road, this course gives you step-by-step instructions in areas critical to turning your knowledge into results! The pre-requisite for this course is either the Momentum Systems course or the Portfolio Moving Average Systems course.
 

Topics include

    • Setting Goals
    • Building a System that Fits You
    • Mapping Funds in Your Retirement Account / Building Portfolios
    • ETFreplay.com Tool Tips and Shortcuts
    • Market System Analyzer Tool Tips and Shortcuts
    • Trading Mindset
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Overview

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 world’s 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. 
These systems are academically rigorous, leveraging momentum and moving average concepts thoroughly tested in scholarly literature.  Additionally, the application of systems thinking to portfolio management and asset management gives these systems an enormous edge over buy-and-hold investment managers and retail stock pickers.  Many elements of these systems have built in flexibility, so it’s easy to find a configuration that fits your risk profile and objectives. 
“Whale watching” is the nickname we give to the systems’ ability to identify and quantify major moves in global markets.  By using the world’s largest and most popular equity indexes, ETFs, and mutual funds, these systems position investors to take advantages of the large moves created by institutional money.  There’s big money in the big indexes, and if they’re moving, these systems going to know about it, and profit from it.
Leveraging simplicity as an edge, these systems are easy to understand and execute.  This reduces cognitive load (which is a major hidden cost of trading), improves trader efficiency (i.e., less chances of making mistakes), and reduces the degrees of freedom (that means less chance of data mining, over-optimization etc.)  Since they require very little time to operate each month, these systems offer an excellent pay off for the amount of time they take to execute.

Learning Objectives:

1. Students will understand how to successfully trade monthly asset allocation systems in a professional and risk-managed manner, using a variation of the system that fits them as a trader, aligns with their risk profile, and meets their objectives.
a. Professional is defined as:
i. incorporating the foundational elements of Tharp Think.
ii. with accountability and responsibility for one’s results.
iii. according to the written rules of the system.
b. Risk-managed is defined as:
i. understanding the beliefs, edges, limitations, and assumptions behind these systems.
ii. implementing one or more variations of the systems that fit them as a trader and aligns with their objectives.
iii. understanding how to research the risk and return associated with any given variation of the systems

System Edges:

• Academically rigorous
These systems are an extension of numerous trading and investing concepts tested in scholarly literature which have been replicated, verified, and expanded upon by Dr Ken Long, Dr Van Tharp, and numerous traders from their communities of practice.
• Applies systems thinking to asset allocation and portfolio management
Since asset allocation decisions account for the vast majority of portfolio performance, applying systems thinking to this element of investment management has an enormous impact on results.
• Can be applied to restrictive retirement accounts
These systems can be adapted to fit even the most restrictive retirement accounts, despite limits on fund choices and frequencies of transactions.
• Flexible:
Many elements of these systems can be tailored so the drawdowns meet your risk tolerance and the returns to meet your objectives. As Dr. Van Tharp says, it’s important to trade a system that fits us.
• Time efficient:
Since they require very little time to operate each month, these systems offer an excellent payoff for the amount of time they take to execute.
• Do not require an in-depth understanding of fundamentals:
Because these systems are built upon academically rigorous concepts that apply to broad markets, they do not require an in-depth understanding of stock fundamentals.
• Uses the world’s most popular equity indexes and ETFs:
By identifying and quantifying trends in the world’s major markets, the system takes advantage of the moves created by institutional money.
This edge also further helps with the operability of the system in restrictive retirement accounts and makes it easy to map onto mutual fund offerings.
• Statistics based:
Think like the house, put statistics and long-term probability on your side.
• Uses longer holding times to avoid market noise and capture longer-term trends:
The big indexes can be noisy, but the long-term trend is up. The trend is your friend.
• Robust:
A trader in Dr. Ken Long’s Tortoise Community tested 246 different configurations of one of these systems and found that 104 of them had an SQN of over 3.0. According to Dr Van Tharp, an SQN of over 3.0 is an excellent system.
• Simple:
These systems are easy to understand and execute. This reduces cognitive load (which is a major hidden cost of trading), improves trader efficiency (i.e., fewer chances of making mistakes), and reduces the degrees of freedom (that means less chance of data mining, over-optimization, etc.)

DISCLAIMER

This content, and all trades, patterns, charts, systems, trading strategies, etc., discussed therein, is for educational purposes only. All materials discussed within or distributed in connection with this content are not intended for use as a source of investment or trading advice and should not be construed as a recommendation or solicitation to buy or sell any asset, currency, ETF, mutual fund, futures contract, option, or stock. The creators and distributors of this content and the related materials are researchers, educational presenters and publishers, not an accredited program or institution, nor are they professional advisors or brokers of any kind. By accessing this information, you acknowledge and agree that the creators and distributors of this content and the related materials in no way shall be considered as conforming to any educational standards or qualifications prescribed by any private or governmental entity.
Trading and investing involve significant risk of loss. Traders and investors can lose more than their initial investment. No system or methodology has ever been developed that can guarantee profits or ensure freedom from losses. No representations, implications or guarantees are being made that using the information provided within either the content or the related materials will generate profits or ensure freedom from losses, nor that using the information provided within either of the same will or is likely to achieve profits or losses like those shown.  Please consult an investment professional to explain all risks to you before making any decisions relating to the purchase or sale of any crypto-asset, currency, or security.  The information within both the content and the related materials is not an offer to buy or sell or a solicitation of an offer to buy or sell the securities, futures or assets mentioned, nor is it a recommendation for the use of specific brokers, exchanges, securities, futures or other assets. The information discussed herein may be unsuitable for investors and traders depending on their specific investment objectives and financial position. The price or value of the investments to which this content and the related materials relate, either directly or indirectly, may fall or rise against the interest of investors and traders. All prices and yields contained in this content and the related materials are subject to change without notice. You are responsible for your own trading and investing results, and individual results vary.
Historical, hypothetical, and simulated trading performance results have certain inherent limitations. Historical, hypothetical, and simulated trading results are generated with the best benefit of hindsight and unlike an actual performance record, they do not represent actual results and should not be interpreted as an indication of actual performance. Also, because historical, hypothetical, and simulated results are derived from data, they may under-compensate or over-compensate for the impact, if any, of various market forces such as lack of liquidity on actual trade executions. Backtested and simulated performance is hypothetical and does not reflect trading in actual accounts. As such, backtest and simulation results are provided for informational purposes only to indicate historical performance had particular investments strategies and trading systems been utilized over the relevant time frame. Backtested and simulated returns do not represent the performance results of actual trading or investing and are calculated through retroactive application of specific systems and strategies, designed with the benefit of hindsight. Since backtested and simulated performance results do not represent actual trading, they may not reflect the impact that material economic and market factors might have had on the decision-making of a trader or investor. There are frequently significant material differences between backtested, and simulated performance results and performance results subsequently achieved by following a strategy. In addition, backtested and simulated performance does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or adhere to a trading or investing system despite trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading or investing system which cannot be fully accounted for in the preparation of backtested and simulated performance results and all of which can adversely affect actual trading results.  No representation is being made by the creators and distributors of this information that any account will or is likely to achieve profits or losses similar to those discussed within the content and/or the related materials. The creators and distributors of the information contained within the content and/or the materials do not guarantee any minimum level of trading or investment performance, nor the success of any client, client account or trading or investment strategy or system. Past performance does not guarantee future results. Backtested and simulated results do not guarantee future results.
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