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.

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