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
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
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.
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
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- 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