Home Study Courses

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.

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.
The creators and distributors of the information contained within the content and/or the related materials, may or may not take a position, or already have a position, in the assets discussed herein, based on their trading and investing discretion at the time. You should assume that these positions may be substantial enough to be material.  The creators and distributors of the information contained within the content and/or of the related materials assume no duty and do not undertake to disclose or update their positions, which are subject to change over time.
The creators and distributors of this content and the related materials make no representation as to, or accept any responsibility or liability for, the accuracy or completeness of the information contained therein, or any decision or action taken by you or any third party in reliance upon the data from the same. Reliance on any or all of such information is at your own risk. The creators and distributors assume no responsibility for errors or omissions in the information contained in the content and/or the related materials. The content and the related materials offered are gathered from sources believed to be reliable, but have not been reviewed, compiled, or audited by an independent public accountant. Reasonable attempts have been made to verify this information and the creators and distributors provide it in good faith, though they do not guarantee it. The views expressed within the content and the related materials represents the current, good faith views of the authors at the time of presentation/publication. Please be aware that these views are subject to change at any time and without notice of any kind. The creators and distributors of this content and the related materials assume no duty and do not undertake to update these views or any forward-looking statements, which are subject to numerous assumptions, risks, and uncertainties, which change over time.  Some results are derived using historical estimations from available data.
Your access to and/or use of the content and/or the related materials indicates your acceptance of these disclaimers and your agreement that you are solely responsible for your trading and investment results. The creators and distributors of the content and the related materials offer educational information on ways to use sophisticated trading tools and strategies, but it is ultimately up to customers to make their own trading and investment decisions or to consult with a registered investment advisor. In addition, your access to and/or use of the content and/or the related materials indicates that you agree to hold harmless, Applied Finance Research, William Scheidt, the Van Tharp Institute, Tortoise Capital Management, Ken Long and all other parties affiliated with the content and/or the related materials.
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