RIVERSIDE’S INVESTOR MASTER CLASS SERIES
Riverside Analytics offers a class consisting of four, four hour modules as outlined below;
- Module #1: Trading Plan
- Module #2: Technical Indicators
- Module #3: Relative Strength and Market Breadth
- Module #4: Putting the Plan in Action
The intention of this class is to outline the framework of methodology we use in the Portfolio Management Room on a week to week basis and show you how you can create your own personal Trading/Investment Plan to suit your needs. From this class you will be able to navigate the markets much more efficiently and use the Weight of the Evidence to your advantage.
Our goal with this class is to not only help grow and protect your capital but to help you become a better investor. Whether you are just starting your investment career or are currently a seasoned investor, the Riverside Analytics Investor’s Master Class has something for you.
Below is a detailed outline of the topics covered in each module of the Investor Master Class.
To sign up for Riverside’s Investor Master Class Series CLICK HERE
Module #1 – Investor Psychology, Getting to know the Investor in You
Personal Affairs and Work Ethic
- Personal Finances;
- Personal Affairs Checklist (PAC);
- Work Ethic;
Investor Psychology
- Emotions Defined;
- Confidence;
- Fear;
- Greed;
- Ego’s;
- Patience;
- Behavioral Biases;
- The Need to be Right;
- Key Takeaways;
Influencing Factors
- The Financial News;
- The News is Noise;
- The Market Knows;
- Facts vs Opinions;
- What vs Why?;
- Fundamentals vs Technicals
- Percentages vs Dollars
- Analysis Paralysis;
- Forecasting
- The Fortune Sellers – William A Sheredan;
- The Fortune Sellers – Top 10 Findings;
- Recent Forecasting Example;
- Forecasting – a losing Endeavor;
- Key Takeaways;
Measuring Performance
- Average Investor Returns…the results say what????;
- Detrimental Investor Behavior;
The Assets
- Domestic Equities;
- Foreign Equities;
- Bonds;
- Real Estate;
- Commodities;
- Currencies;
- US and CDN ETF’s;
- S&P 1500 Total US Index ($SP1500);
- Toronto Stock Exchange ($TSX);
- Watchlists;
Historical Portfolio Theory
- Modern portfolio Theory (MPT);
- Capital Asset Pricing Model (CAPM);
- Efficient Market Hypothesis (EFH);
- Lazy Portfolio’s;
Module #2 – Portfolio Methodology Overview
Asset Allocation and Time Horizon
- What time frame is best for you?
- Time horizon and investment impact;
- Young Investors;
- Mid Life Investors;
- Experienced Investors;
Portfolio Asset Allocation Concepts and Strategies
- Asset Allocation Introduction;
- Strategic Asset Allocation (SAA);
- Tactical Asset Allocation (TAA);
- Dynamic Asset Allocation (DAA);
- Adaptive Asset Allocation (AAA);
- Combining Asset Allocation Models;
Portfolio Asset Allocation Concepts
- Diversification vs Allocation;
- Rebalancing;
- Benchmarks;
Standard Portfolio Metrics
- Linear Regression;
- Beta;
- Alpha;
- Correlations and degree of fit;
- Standard Portfolio Level of Risk;
- Standard Deviation and Standard Error;
- Sharpe Ratio;
- Sortino Ratio;
- Normal Distribution;
- Defining Risk;
- Ulcer Index and Ulcer Performance Index;
Module #3 – Technical Techniques Overview
Technical Indicators
- General overview;
- Why use Technical Indicators?;
- Things to keep in mind;
- Developing a toolbox;
- How Many do you need?;
Indicator Timeframes
- The Zoom Lens;
- Investor Perception;
- What time frame is right for you?;
- Examining time frames;
- Short term vs Long Term;
Trend Following
- Characteristics of a Trend;
- Do Markets Trend? Analyzing the facts;
- The Visual Trend Follower;
- Trend Following – biases;
- Basic Concepts;
- Putting the Indicators to work;
- References;
Relative Strength (RS)
- Basic Concept;
- Relative Price Ratio (RPR);
- RPR Analysis on Offensive and Defensive Assets;
- RS Using Indicators;
- Does Relative Strength Really Work?;
- References;
- Key Takeaways;
Market Breadth
- Introduction;
- Advance Decline Percent (ADP);
- Volume Advance Decline Percent (UDP);
- New High – New Low Percent (HLP);
- % Stocks Above the 200day EMA;
- Massaging the data;
- Bullish and Bearish Triggers;
Momentum
- Momentum vs Relative Strength;
- Sharpe, Sortino, Ulcer…what they didn’t know;
- Absolute momentum;
- Relative Momentum;
- Dual Momentum;
Module #4 – Building Your Investment Plan
Paired Switching Strategies
- Offensive vs Defensive Assets;
Basic Portfolio Strategies
- Asset Allocation Introduction;
- Strategic Asset Allocation (SAA);
- Tactical Asset Allocation (TAA);
- Dynamic Asset Allocation (DAA);
- Combining Asset Allocation Models;
- US and CDN ETF Equivalents;
Drawdowns
- Volatility to Respect vs Volatility to Ignore;
- Following a Drawdown, what does a longer term entry look like to You?
- Equal Fibonacci Retracements / Quadrant Lines;
- Being patient;
- Let the trend emerge when it’s ready;
- Pineapple Principle;
Understanding Your Strategy
- Basic Strategy Metrics;
- What Strategy would you prefer?;
- Impacts of a simple trend filter;
Investor Psychology and Sticking with a plan
- Strategy types;
- Strategy example – sticking to the plan;
- Are you interested in the strategy?
- Will you follow the rules?
- The rules;
- The stats say this;
- Monthly buy and sell signals – 2015 – 2016;
- Monthly buy signals– 2015 – 2016 – the details;
- Monthly sell signals– 2015 – 2016 – the details;
- Will you follow the rules? If yes then……
- Will you follow the rules? If no then……
Tim’s Portfolio Shield
- General Concept;
- Breadth, Trend, Relative Strength;
- Tactical Allocation Shifts using the shield;
- The details;
- Core vs Explore positioning example;
Example Investment Plan Strategy
- Putting the Methodology to work