DIY Asset Allocation

Do It Yourself Asset Allocation will teach you the entire process of investing so you can take control, create your own portfolio and save yourself money by not having to pay layers of management fees.

As you work through five modules you will learn how to set up your portfolio, manage and measure risk, avoid behavioural pitfalls that lose you money, understand macroeconomic indicators and learn about the most successful professional asset allocation strategies.

£345.00

including tax

What you'll Learn

This course will empower you to take control of your investments as it takes you step-by-step through everything you need to know to set up and manage your own portfolio through to many of the key skills of professional investors. The course comes with one hour of one-to-one coaching with Ramin via Zoom so you can check out your learning and ask any questions you may have.

To master markets may take a lifetime, but our course will get you started quickly. If you set aside an hour each week to go through the content and do the challenges the course will take five weeks, but you can work at your own pace and there’s no time limit.

Key Focus Areas

These will include:

Setting up your own portfolio
Managing and measuring risk
Avoiding behavioural pitfalls that lose money
Understanding macroeconomic indicators
Asset allocation strategies

Course Breakdown

Through a mixture of videos and text Ramin will take you through the following content:

Module One

Finding a cheap broker
Cross-asset exchange-traded funds with the lowest fees
A good data provider that will give price data and histories
Tax-efficient wrappers

Module Two

Calculating and understanding the volatility of your assets and your portfolio
Diversification: how to maximize it and keep risk as low as possible
What price correlation means and how to choose uncorrelated assets

Module Three

Overconfidence
Self-attribution bias
Sell winners, hold losers
Confirmation bias

Module Four

Purchasing Manager Indices and GDP
Inflation, CPI and PPI
Central bank policy

Module Five

Off the shelf strategies: Fixed Weights, Inverse Volatility, Risk Parity, Minimum Variance, Maximum Sharpe
Tactical asset allocation, when to make deliberate short-term deviations from your strategic allocation
How often to rebalance and to know when it’s time to rebalance