Momentum Systems (BMR) Home Study Course
Course Description:
The direct descendants of Dr. Ken Long’s pioneering Blended Monthly Rebalancing (BMR) systems, these next-generation monthly asset allocation systems build on academically researched momentum concepts. Momentum systems capitalize on the continuance of market trends, leveraging the herding behavior inherent in market psychology.
These systems are designed to identify and quantify trends across the world’s major markets, dynamically allocating assets to the best-performing ones. Their performance can be further enhanced through optional features, including volatility stops for managing risk and short positions to profit during market downturns. By refining and expanding on the original BMR framework, these systems provide a robust, flexible approach to navigating and profiting from global market trends.
Course Lessons:
- Learning Objectives
- Beliefs, Edges, Limitations & Assumptions
- Q&A Session 1
- System Overview and Rule Set
- Case Study: BMR 21 Rule Set, Results, and Market Filter
- Q&A Session 2
- Case Study: BMR 21 Set Up Conditions and Entry
- Q&A Session 3
- Case Study: BMR 21 Results with SOBR Volatility Stop and Shorts
- Summary of Opportunities for Customization: You Must Trade a System That Fits You
- Q&A Session 4
- How To Get Started
- Resources for You
- Appendix
- Q&A Session 5
Course Details:
Includes: unlimited lifetime access, downloadable pdf, 18 course videos totaling approximately 4 hours
Platform: delivered via Ruzuku, accessible via any web-capable device
Cost: $995*
* Discounts are available for students/alumni of and subscribers to: Ken Long, our monthly system courses, our research newsletter, and our Patreon channel. Please email us with the name of the course you are in / have taken, or the name of your subscription, and we will send you a discount code.
Portfolio Moving Average (PMA) Systems Home Study Course
Course Description:
These systems integrate academically researched moving average concepts into asset allocation strategies. Moving averages, widely recognized and extensively studied in both technical analysis and academic literature, serve as a foundation for these robust systems. By combining these proven indicators with systems thinking, they effectively capture profits in the world’s major indexes while sidestepping bear markets.
Performance can be further enhanced through optional features, including volatility stops to dynamically manage risk and short positions to capitalize on market downturns. This strategic blend of time-tested methods and advanced systems thinking makes these approaches both reliable and adaptable to varying market conditions.
Course Lessons:
- Learning Objectives
- Beliefs, Edges,
- Limitations & Assumptions
- System Overview and Rule Set
- Case Study 1: PMA SPY
- Q&A Session 1
- Case Study 2: PMA 5
- Q&A Session 2
- Case Study 3: PMA SSO
- Q&A Session 3
- System Customization: MA Length, Choice of Cash, and Entry
- System Customization: Stops, Shorts, and Profit Taking Exits
- Q&A Session 4
- How To Get Started
- Resources for You
- Appendix
- Q&A Session 5
Course Details:
Includes: unlimited lifetime access, downloadable pdf, 17 course videos totaling approximately 3.5 hours
Platform: delivered via Ruzuku, accessible via any web-capable device
Cost: $995*
*Discounts are available for students/alumni of and subscribers to: Ken Long, our monthly system courses, our research newsletter, and our Patreon channel. Please email us with the name of the course you are in / have taken, or the name of your subscription, and we will send you a discount code.
Bundle Package with Hybrid System
Bundle Includes:
1. Momentum Systems (BMR) Home Study Course
2. PMA Systems Home Study Course
3. Hybrid System Home Study Course (only available with bundle)
What is the Hybrid System?
The Hybrid System is a meta-system that combines both momentum and portfolio moving average concepts into a single, powerful framework. By leveraging these two complementary approaches, the system adds depth and diversity to the methods used to identify and quantify market trends. This system-level diversification has the effect of reducing drawdowns and smoothing the equity curve, offering a more stable and consistent performance over time.
The balance between the momentum and portfolio moving average components can be adjusted, allowing for fine-tuning of performance to meet individual risk and return objectives. Additionally, performance can be further enhanced through optional features, such as volatility stops to dynamically manage risk and short positions to profit during market downturns. The Hybrid System offers a diversified and comprehensive approach to effectively navigate a wide range of market conditions.
Course Details:
Includes: unlimited lifetime access to all three courses, 3 downloadable pdf’s, 49 course videos totaling approximately 9 hours
Platform: delivered via Ruzuku, accessible via any web-capable device
Cost: $1995*
*Discounts are available for students/alumni of and subscribers to: Ken Long, our monthly system courses, our research newsletter, and our Patreon channel. Please email us with the name of the course you are in / have taken, or the name of your subscription, and we will send you a discount code.

Bootcamp for Monthly Trading Systems
Course Description:
Bootcamp is a 6-week intensive, asynchronous home study course designed to help you put Monthly Asset Allocation Systems into action. Once you’ve gained foundational knowledge through our Momentum Systems or Portfolio Moving Average Systems courses, Bootcamp bridges the gap between learning and doing.
This course focuses on practical application, guiding you step by step through the critical areas needed to turn your knowledge into measurable results. From strategy implementation to execution, Bootcamp equips you with the tools and confidence to get your systems up and running. Get ready to take your understanding to the next level and start seeing the impact!
Course Lessons:
- 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
Course Details:
Prerequisite: Completion of either the Momentum Systems or Portfolio Moving Average Systems course is required.
Includes: unlimited lifetime access, downloadable pdf, 6 course videos designed to be completed one per week
Platform: delivered via Ruzuku, accessible via any web-capable device
Cost: $400
*Discounts are available for students/alumni of and subscribers to: Ken Long, our monthly system courses, our research newsletter, and our Patreon channel. Please email us with the name of the course you are in / have taken, or the name of your subscription, and we will send you a discount code.