Stock Sector Investing Via Quantitative Modeling In Excel

What you’ll learn
Learn about quantitative Investing & how it is different from conventional methods of investing
Know the pitfalls of buying and holding a pure stock portfolio
Know the different stocks sectors and their ETFs
Understand the concept and rationale behind sector rotation
Learn a quantitative approach to select the right sectors for investment
Learn how the use of a dynamic hedge can improve the overall investment performance
Know both the strengths and weaknesses of the Sector Rotation Strategy
Use critical Excel lookup, logic, math and statistical functions required for modelling in this course.
Understand the intuition, math and know how to implement financial concepts such as Returns, Correlation and Risk
Learn the concept and math behind key investment performance metrics such as Sharpe Ratio
Learn how to model a buy and hold portfolio
Learn what is rebalancing and how to model a portfolio with periodic rebalancing
Learn how to implement a sector scoring and ranking system
Learn how to incorporate a dynamic hedge into the sector rotation strategy
Know what are the transaction costs involved and how to incorporate them into the model
Understand the concept of leverage and how we can use it to boost our returns
Learn how to incorporate leverage and borrowing costs into the model
Know how to operate the Sector Rotation Model

Requirements
The strategy taught in this course is applied to the US market
A keen learning attitude with an open mind
A basic knowledge in math and statistics is preferable, but not compulsory
A basic knowledge in Excel is preferable, but not compulsory