Nice video as usual, but what are the conditions of rebalancing the casey's portfolio? ( i mean what are the allocations? And how is it possible to automatize that?)
Rebalancing means keeping the same percentages every quarter, 6 month or year So if an asset suppose to be 20% and now it’s 25% then you sell the extra 5% and buy the asset with lower than expected percentage. Because trades are less than 10 a year, so it’s easily to do it manually, although SQX is working on new engine that will do that, it’s in beta now, so maybe by next summer it will be ready for real money
Unless you are using macro economic regime like interest rates then it will not have a big effect. The fact is some portfolios like Ray Dalio is meant to perform in all market regimes, also we have been going down in yields for 30 years, so it will be hard to test the benefits of applying regime to leverage
Hello! What about forex? Forex options, future options... You can always make wider options... Well in the start maybe it is not a great idea(for a 5000$ investment)... But after some time? Mostly people are viewing then as gambling... But with a right strategy it can be profitable...
Those systems use momentum so they always pick the fastest moving asset, also you don’t know when momentum will stop, so options is not the best vehicle to implement the strategy
@@StatOasis oh... I now understand your point... You use momentum strategy and that's all... I was thinking little bit different. Using different kind of strategies of different kind of instruments... Like in your example 60/40... 60 % or even 90% capital to use in this momentum strategy and like 40 till 10 % little bit riskier (options and etc) to build up capital faster... So... Sorry!
of course, anything is possible, that's why testing is so important, also I mentioned this in the video, the bigger your account the bigger the psychological effect of the draw down, so testing will give you an idea of how deep and how long is the drawdown and then you can decide on how much volatility you can handle which will lead to better allocation and portfolio design tailored for you.
Great video! Do you have any thoughts on the best month to rebalance?
All TAA portfolios rebalance monthly. If using diverse ETF assets then no best month to do it as all based on momentum
Best portfolio management video I've ever seen. Bravo ❤
😊 wow, thank you for your kind words
sir - do we balance the 'Caseys Portfolio' every year ? Also, where can I learn about leveraging ETFs? Thanks a lot!
Fixed portfolios can be balanced every 6 months or 12 months
Check this www.etfdb.com for everything about ETFs
Nice video as usual, but what are the conditions of rebalancing the casey's portfolio? ( i mean what are the allocations? And how is it possible to automatize that?)
Rebalancing means keeping the same percentages every quarter, 6 month or year
So if an asset suppose to be 20% and now it’s 25% then you sell the extra 5% and buy the asset with lower than expected percentage.
Because trades are less than 10 a year, so it’s easily to do it manually, although SQX is working on new engine that will do that, it’s in beta now, so maybe by next summer it will be ready for real money
Thank you so much Ali Casey! This is the best education I have heard on portfolio growth 🙌
Glad you got value out of it
There's hope for people that start investing late in life with this knowledge. Bless you 🙏
Beautiful video but I didn't get the part of 25% ROI yearly.. is that even possible?
Yes, but remember this is an average so you have to have the discipline to stick with it
Hi Ali, what leverage do you use?
Have you thought about adjusting the leverage based on a market Regime filter?
Unless you are using macro economic regime like interest rates then it will not have a big effect. The fact is some portfolios like Ray Dalio is meant to perform in all market regimes, also we have been going down in yields for 30 years, so it will be hard to test the benefits of applying regime to leverage
Thanks Ali.
lots of great information in this video, thankyou!
My pleasure!
Can you share your portfolio breakdown and how to rebalance it ?
You are pure gold.
please watch this video ua-cam.com/video/oY_Vo2XXgd4/v-deo.html
Hi casey.. when is ur course open? Its been more than a year if not mistaken still waiting list..
I had many projects going so it was on the back burner, but now I can dedicate more time to it, it will be open end of year
My goal is to make better at trading , algo, investment and everything in between :)
Hello!
What about forex? Forex options, future options... You can always make wider options... Well in the start maybe it is not a great idea(for a 5000$ investment)... But after some time?
Mostly people are viewing then as gambling... But with a right strategy it can be profitable...
Those systems use momentum so they always pick the fastest moving asset, also you don’t know when momentum will stop, so options is not the best vehicle to implement the strategy
@@StatOasis oh... I now understand your point... You use momentum strategy and that's all... I was thinking little bit different. Using different kind of strategies of different kind of instruments... Like in your example 60/40... 60 % or even 90% capital to use in this momentum strategy and like 40 till 10 % little bit riskier (options and etc) to build up capital faster... So... Sorry!
of course, anything is possible, that's why testing is so important, also I mentioned this in the video, the bigger your account the bigger the psychological effect of the draw down, so testing will give you an idea of how deep and how long is the drawdown and then you can decide on how much volatility you can handle which will lead to better allocation and portfolio design tailored for you.
@@StatOasis so yeah... There is no bad market. There is only bad portfolio - tested improperly and so on...
So sick of all the commercials of how easy trading is and way to riches is easy, Really make me wonder how many really trades :)?
totally agree, am thinking of making reaction videos on those type of videos
Years this, years that...
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