Courses We Offer
These courses require no knowledge of investing at all and are meant to get you started. They are short, cheap (£5) and extremely helpful!
Asset Classes for Investors
Investors have to understand the various asset classes such as shares, bonds, and real estate. Each has its own unique upside, downside, risk and return. Building a portfolio is a process of creating a balance across the various asset classes. This is knowledge which you can build on - learning about asset classes is the first step in mastering asset allocation which drives most of the return in your investments.
Finding the Right Investment Platform
If you want to invest you have to use an investment platform to buy, sell, safely hold and track the performance of your investments. The level of service varies widely between platforms ranging from DIY to fully do-it-for-you and fees vary too. It pays to shop around and find a platform that suits your needs. In this course we show what's available and how much it will cost you to help you avoid making a potentially costly mistake.
How To Choose The Best Funds
You're on an investment platform you like, you've put in some funds. Now what?
This course helps you identify your investment goals and shows how to select funds that fit those goals without paying too much in fees.
How To Choose A Bond Fund
If you want your portfolio to have some equity crash protection or a regular source of income then bond funds may be what you need.
This course helps you learn how different types of bond (UK gilts and US Treasuries, investment grade & high yield credit, Emerging Market) add different risks and returns to your portfolio. This course contains several exclusive detailed video reviews of some of the largest sterling bond ETFs.
How To Create Your Own Cheap Robo Fund
Robo advisers match your approach to risk to a portfolio. They then run, allocate, value and risk manage your portfolio, usually for a fee of around 1% per year. This course shows a four-step approach to producing your own robo fund for a fraction of the fee.
For those who have some investment experience.
DIY Asset Allocation
This course is the most comprehensive we offer and is intended to equip you with many of the key skills of professional investors. As you work through five modules you will learn how to set up your portfolio, manage and measure risk, avoid behavioural pitfalls that lose money, understand macroeconomic indicators and learn about the most successful professional asset allocation strategies. This £299 course comes with three hours of one-to-one coaching with Ramin which would normally cost £240 alone.
(Almost) Everything You Need to Know About Finance from Robert Shiller's Data
If you're familiar with the high-level statistical language R and finance then this course builds on your knowledge of both. It's not an R primer and it's not a finance primer. It starts with a useful function to download Shiller's spreadsheet accompanying his book Irrational Exuberance directly into R. This data contains almost 150 years of data on the price, dividends and earnings for the US S&P 500 along with inflation data and Shiller's CAPE valuation measure. It then goes through nine lessons you can learn from the data with the code used to generate each insight. All for £4.99!
Portfolio Return, Volatility and Correlation in R
R offers tools and libraries that let you easily combine portfolio returns into a portfolio return. However, you will need to deal with time series that have different lengths with missing values so this course helps you overcome those hurdles. You will also learn how to calculate and visualise daily return distributions, and calculate their annualised volatility. The course will also teach you how to calculate and visualise correlations. The visualisations include static correlation for some time period and rolling correlation to let you explore how correlations vary over time. The course also shows you how to build a correlation tree to visualise correlation relationships between many time series.