Welcome to the software which outperformed the world's best investor. Fintech which makes you a world class fund manager. See www.trading-champions.com to learn by looking over the shoulder of an award winning fund manager.
Cyclical Investing.
1. Identifying the Cycle
• Determine the market cycle using Coincide CMV
• Market Cycles are Key to Investment Strategy Success
2. Asset Class Selection
• Identification of the asset classes that will perform the best at a point in the cycle.
3. Determine Investment strategy
• Formulate and enable the investment strategy based on the cycle indicators
• Current investment universe is large cap Australian equities, considered leverage and risk management techniques.
4. Manage the strategy to create returns:
• Considered leverage particularly for new investors then leverage up on capital gains.
• Manage investment risk using futures and options
• De-risk client portfolios by paying back part of the initial capital along the way (4-5 years). This frees up the original capital to allocate to other asset classes whilst maintaining original invested capital in Australian equities.
La presentación corresponde al evento:
English version: https://youtu.be/JxOIJmCO1Ao
Versión española: https://youtu.be/owp_txi4erU
Pavel Begun (cofundador de 3G Capital Management) es entrevistado en Value School por Carmen Pérez Baguena, analista senior de Cobas Asset Management.
Pavel y su socio conforman el equipo de análisis de 3G Capital, porque afirma que cuantos menos sean en el proceso de investigación, más pueden controlar el núcleo de decisión.
El entrevistado nos cuenta su trayectoria profesional, que empezó a los 11 años vendiendo fresas y manzanas en un mercado. Después emprendió varios proyectos, hasta llegar a Estados Unidos con 20 años, donde además de continuar con sus iniciativas empresariales se introdujo en el mundo de la inversión. Pavel asegura que simultanear ambas cosas le ha permitido mejorar en los dos campos.
También nos desvela que su filosofía principalmente se centra en buscar las 3G (Good): “buen negocio, buena gestión y buen precio”. Parece una máxima muy sencilla, pero realmente “es un trabajo muy duro y complejo”.
¿Cómo define un buen negocio? Negocios sencillos de entender, con una trayectoria registrada de sostenibilidad en liderazgo, negocios que den buenos retornos sobre el capital invertido (15-20% o superiores). Esto puede aplicarse a cualquier sector, con algunas excepciones. Por ejemplo, las prendas de moda, porque es un sector muy cambiante.
¿Cuál sería el buen precio de compra y de venta? ¿Cómo intentan minimizar el riesgo? Carmen Pérez Baguena no se deja nada en el tintero a la hora de preguntar. Al finalizar su entrevista, comienza la ronda de preguntas de los asistentes y de los conectados vía streaming.
Libros recomendados:
Armas, Gérmenes Y Acero (ENSAYO-CIENCIA) (Jared Diamond)
What Intelligence Tests Miss: The Psychology of Rational Thought (Keith E. Stanovich)
La riqueza y la pobreza de las naciones (David Landed)
Swallow Financial Planning's presentation to clients explaining our investment strategy and our approach to investing for the long term.
The presentation briefly covers:
- why we believe in asset-backed investments;
- why asset classes perform differently;
- why we believe it’s essential to diversify your investments;
- why risk and reward are always related;
- why risk reduces over the long term and;
- why we prefer passive funds.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
PAMM - Forex Fund Management Solution. BlueMax CapitalBlueMax Capital
PAMM, a new way to earn a passive income. The Percentage Allocation Management Module (PAMM) is a technical solution provided to clients allowing them to have their accounts traded by Professional Fund Managers chosen by them. An opportunity for Fund Managers to showcase their performance and attract funds to be managed, and for Investors to allocate their funds to different Fund Managers.
Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
1. Presentation
2. • Company Profile • What is Binary Option? • StarfishFX Security • How to Trade Binary Option? Candlesticks Chart Strategy 1: Moving Average Strategy 2: Bollinger Bands Strategy 3: Mother and Baby Strategy 4: RSI
3. • Risk Managements • Compensation Plan Trader (T) IB (1.5% VOLUME TRADE) MIB (1.75% VOLUME TRADE) PIB (2% VOLUME TRADE)
4. • Starfish FX is managed by Starfish Markets Ltd. We have a strong commitment to maintaining a long term relationship with our clients. From our main office in New Zealand, we strive to provide our clients with the very best service and the most competitive conditions in the industry.
5. • Starfish Markets Ltd is formed by a group of experienced and established finance professionals with over 20 years of experience; each diversified in the financial management field. All of our founders are passionate investors who have seen the explosive growth of financial markets brought on by the pervasive prevalence of the Internet in the last 20 years. Experts in their own field-Banking, Institutional Investment, Fund Management and Info Technology.
6. BACKGROUND OF STARFISHFX • New Zealand forex trading platform • Currently regulated under New Zealand FSP, registration number FSP272925 • Customer base in various regions of the world: – Oceania, Asia, Europe, North America, South America, Africa
7. Starfish FX(New Zealand Certificate of Incorporation)
8. FUND SECURITY
9. Starfish FX Founded in 2003. A regulated brokerage for 11 years. Zero Complaint for the past 11 years.
10. Global Banking & Finance Review Best Trading Platform Asia 2013
11. Global Banking & Finance Review Best Trading Platform Asia 2014
12. Global Banking & Finance Review Most Innovative Binary Options Broker Asia 2014
13. Most Credible & Influential Brand Award in Financial Service in China 2013
14. aa The STAR of the Event Once again, Starfish FX was the STAR of the event at the Ninth Investment Management Financial Fair which conclude on 2nd June 2013 in Shanghai, the financial hub of China. The exciting expo packed to the brim with amazing crowd closed on an exceptionally high note for Starfish FX as we were presented the “Asia’s Top Brand award” in recognition of excellent service and performance as well as the preferred choice of brokerage. It was an incredible honor, but one that was not short and experience accumulated over the years understanding the Chinese market and providing the right sets of tools,service and products that best cater to the needs of local traders. 2013 Shanghai Money Fair
15. The Keynote Guest for Alpha Asia 2012: International Renowned Investment Expert and Co-Founder of Quantum Fund - Mr Jim Rogers International Events
16. Starfish FX was the official Gold Sponsor For 2013 Jim Rogers Event International Events
17. 2012 Guangzhou Investment & Finance Expo
18. Media Release For 2012 Guangzhou Expo
19. 2013
A comparison of the risks, returns and costs of Warren Buffett's S&P 500 index fund and short-term US Treasury portfolio with active asset allocation funds and hedge funds.
How Day Traders Do 200 Trades a Day and Strategies They UseAlpesh Patel
How do day traders place so many trades? Which products do they trade? How much do they bet? How do they know when to buy and sell? What does their trading set-up look like? Which make money? How much do they make? How many trades win? How many lose?
Cyclical Investing.
1. Identifying the Cycle
• Determine the market cycle using Coincide CMV
• Market Cycles are Key to Investment Strategy Success
2. Asset Class Selection
• Identification of the asset classes that will perform the best at a point in the cycle.
3. Determine Investment strategy
• Formulate and enable the investment strategy based on the cycle indicators
• Current investment universe is large cap Australian equities, considered leverage and risk management techniques.
4. Manage the strategy to create returns:
• Considered leverage particularly for new investors then leverage up on capital gains.
• Manage investment risk using futures and options
• De-risk client portfolios by paying back part of the initial capital along the way (4-5 years). This frees up the original capital to allocate to other asset classes whilst maintaining original invested capital in Australian equities.
La presentación corresponde al evento:
English version: https://youtu.be/JxOIJmCO1Ao
Versión española: https://youtu.be/owp_txi4erU
Pavel Begun (cofundador de 3G Capital Management) es entrevistado en Value School por Carmen Pérez Baguena, analista senior de Cobas Asset Management.
Pavel y su socio conforman el equipo de análisis de 3G Capital, porque afirma que cuantos menos sean en el proceso de investigación, más pueden controlar el núcleo de decisión.
El entrevistado nos cuenta su trayectoria profesional, que empezó a los 11 años vendiendo fresas y manzanas en un mercado. Después emprendió varios proyectos, hasta llegar a Estados Unidos con 20 años, donde además de continuar con sus iniciativas empresariales se introdujo en el mundo de la inversión. Pavel asegura que simultanear ambas cosas le ha permitido mejorar en los dos campos.
También nos desvela que su filosofía principalmente se centra en buscar las 3G (Good): “buen negocio, buena gestión y buen precio”. Parece una máxima muy sencilla, pero realmente “es un trabajo muy duro y complejo”.
¿Cómo define un buen negocio? Negocios sencillos de entender, con una trayectoria registrada de sostenibilidad en liderazgo, negocios que den buenos retornos sobre el capital invertido (15-20% o superiores). Esto puede aplicarse a cualquier sector, con algunas excepciones. Por ejemplo, las prendas de moda, porque es un sector muy cambiante.
¿Cuál sería el buen precio de compra y de venta? ¿Cómo intentan minimizar el riesgo? Carmen Pérez Baguena no se deja nada en el tintero a la hora de preguntar. Al finalizar su entrevista, comienza la ronda de preguntas de los asistentes y de los conectados vía streaming.
Libros recomendados:
Armas, Gérmenes Y Acero (ENSAYO-CIENCIA) (Jared Diamond)
What Intelligence Tests Miss: The Psychology of Rational Thought (Keith E. Stanovich)
La riqueza y la pobreza de las naciones (David Landed)
Swallow Financial Planning's presentation to clients explaining our investment strategy and our approach to investing for the long term.
The presentation briefly covers:
- why we believe in asset-backed investments;
- why asset classes perform differently;
- why we believe it’s essential to diversify your investments;
- why risk and reward are always related;
- why risk reduces over the long term and;
- why we prefer passive funds.
Netwealth portfolio construction series - Why you should consider investing o...netwealthInvest
Julian Beaumont from Bennelong Australian Equity Partners presented a webinar session on how to invest outside of the top 20 ASX stocks, for Netwealth on May 26, 2016.
PAMM - Forex Fund Management Solution. BlueMax CapitalBlueMax Capital
PAMM, a new way to earn a passive income. The Percentage Allocation Management Module (PAMM) is a technical solution provided to clients allowing them to have their accounts traded by Professional Fund Managers chosen by them. An opportunity for Fund Managers to showcase their performance and attract funds to be managed, and for Investors to allocate their funds to different Fund Managers.
Strategies for positive returns in volatile marketsnetwealthInvest
Part of Netwealth's portfolio construction webinar series - ST Wong from Prime Value presented to an audience on 14th June 2016 on the topic of absolute investing.
1. Presentation
2. • Company Profile • What is Binary Option? • StarfishFX Security • How to Trade Binary Option? Candlesticks Chart Strategy 1: Moving Average Strategy 2: Bollinger Bands Strategy 3: Mother and Baby Strategy 4: RSI
3. • Risk Managements • Compensation Plan Trader (T) IB (1.5% VOLUME TRADE) MIB (1.75% VOLUME TRADE) PIB (2% VOLUME TRADE)
4. • Starfish FX is managed by Starfish Markets Ltd. We have a strong commitment to maintaining a long term relationship with our clients. From our main office in New Zealand, we strive to provide our clients with the very best service and the most competitive conditions in the industry.
5. • Starfish Markets Ltd is formed by a group of experienced and established finance professionals with over 20 years of experience; each diversified in the financial management field. All of our founders are passionate investors who have seen the explosive growth of financial markets brought on by the pervasive prevalence of the Internet in the last 20 years. Experts in their own field-Banking, Institutional Investment, Fund Management and Info Technology.
6. BACKGROUND OF STARFISHFX • New Zealand forex trading platform • Currently regulated under New Zealand FSP, registration number FSP272925 • Customer base in various regions of the world: – Oceania, Asia, Europe, North America, South America, Africa
7. Starfish FX(New Zealand Certificate of Incorporation)
8. FUND SECURITY
9. Starfish FX Founded in 2003. A regulated brokerage for 11 years. Zero Complaint for the past 11 years.
10. Global Banking & Finance Review Best Trading Platform Asia 2013
11. Global Banking & Finance Review Best Trading Platform Asia 2014
12. Global Banking & Finance Review Most Innovative Binary Options Broker Asia 2014
13. Most Credible & Influential Brand Award in Financial Service in China 2013
14. aa The STAR of the Event Once again, Starfish FX was the STAR of the event at the Ninth Investment Management Financial Fair which conclude on 2nd June 2013 in Shanghai, the financial hub of China. The exciting expo packed to the brim with amazing crowd closed on an exceptionally high note for Starfish FX as we were presented the “Asia’s Top Brand award” in recognition of excellent service and performance as well as the preferred choice of brokerage. It was an incredible honor, but one that was not short and experience accumulated over the years understanding the Chinese market and providing the right sets of tools,service and products that best cater to the needs of local traders. 2013 Shanghai Money Fair
15. The Keynote Guest for Alpha Asia 2012: International Renowned Investment Expert and Co-Founder of Quantum Fund - Mr Jim Rogers International Events
16. Starfish FX was the official Gold Sponsor For 2013 Jim Rogers Event International Events
17. 2012 Guangzhou Investment & Finance Expo
18. Media Release For 2012 Guangzhou Expo
19. 2013
A comparison of the risks, returns and costs of Warren Buffett's S&P 500 index fund and short-term US Treasury portfolio with active asset allocation funds and hedge funds.
How Day Traders Do 200 Trades a Day and Strategies They UseAlpesh Patel
How do day traders place so many trades? Which products do they trade? How much do they bet? How do they know when to buy and sell? What does their trading set-up look like? Which make money? How much do they make? How many trades win? How many lose?
Can the public outperform Warren Buffett? Our research shows exactly how using 10 years of data. We simplify the approach so anyone can easily follow it, and how we did it ourselves.
Building a systematic stock portfolio in only a few hours per yearStockopedia
Ed Page Croft reveals the simple but powerful systematic stock portfolio strategy that has helped him consistently achieve market-beating returns. To access the webinar in full please visit: http://why.stockopedia.com/creating-a-portfolio/
The link between risk and reward on the stock marketStockopedia
Ed Page Croft helps private investors explore the link between risk and return through the new Stockopedia RiskRatings and StockRank Styles - available now for every stock in the market.
If your company needs to submit a Investment Advisory PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCGDB8
Aikido Masterclass - Starting Your Algorithmic Investing Journey.pdfJamesForsyth21
A deep dive into quantitative investing.
- What is quantitative investing?
- Exploring factor investing? (what are they?)
- Types of quantitative strategies?
- Managing Risk
- Live demo: start quant investing with Aikido Finance.
The Speculation is, however, a very demanding one. We provide you with competent advice and individual support.
Each customer has its own character and its own Philosophy. Our experience and our Know-how allow us to provide excellent support to the customers.
At the conclusion of our work you will realize your knowledge and progress successfully. We support and optimized your behavio
Is Value Investing the “Holy Grail” of financial investing ?Fabio Michetti
Few slides to explain because the value investing is working well vs fundamental analysis and technical analysis
Some simple flowcharts to describe the Value Investing process on stocks and Bond-Stock allocation, bond and Etf, because we are focusing only on process of value investment. What is the competitive advantage and how I can measure it
Because value investing works
Value investing process on stocks
Bond-Stock allocation in value investing
Value investing process on government and corporate bonds
Value investing process on ETFs - Exchange Traded Funds
Value Disinvesting on stocks and ETFs
Measuring competitive advantage via ROIC
Conclusion
USA Market Stability Marketing Brochure
Ty McGuire Ocean Capital Sample Marketing Brochure European Exchange Traded Product ETN / ETP / ETF
Beacon VP Capital
Ocean Quant
Ty McGuire
If your company needs to submit a Investment Advice Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/39mhbnB
This presentation gives you a lot of ideas on how to consistently outperform markets and earn a consistent and growing ROI (Return on Investment) on your investments.
Why chasing dividends in stock investments is a bad idea Alpesh Patel
What defines a worthy stock for investment or retirement income? Unfortunately, for many investors, the answer is a stock that pays dividends. While dividends are a factor (among many) that can be used to judge a stock, it isn’t necessarily the most important or profitable determination to make when investing.
13. 13
Growth
Stocks
Income
Stocks
Value
Stocks
•Disciplined security analysis: Valuation, Growth (eg. Earnings and revenue
growth), Income (eg dividend yield). Thereby avoiding the pitfalls of each style and
capturing the best of all three theories for selecting stocks.
•Qualitative and Quantative: (i) determining the variables to use to identify stocks
falling in each style (eg. PEG), and then (ii) determining the range of relevant values
(eg. PEG 0.2-0.8) for each criteria (iii) weighting those criteria
Money
Management
600 Stocks
Portfolio
Circa 14 Positions
Stocks
Screen Transaction
Risk
Management
•Low Transaction Costs: Our strategy is inherently not a
high turnover strategy thereby reduces portfolio churn and
transaction costs.
•Money Management: 25% per position hard stop-loss means no position can impact portfolio
more than 1.8%.
•Risk impact of our 14 positions have same impact on portfolio downside as a GBP 200m equity
funds largest 10-14 positions.
14. 14
Value Growth Income: USP
Downside of Traditional Styles &
Other Funds
Our USP for generating maximising risk-adjusted
returns
Value Stocks: can remain
undervalued for long periods. Can be
excessively undervalued because
business is not viable.
As our stocks are also growth stocks, they tend to be
spotted earlier by big funds. We avoid extremely strongly
valued, or strongly growing or strongly yielding stocks –as
these too can be problematic.
Income Stocks: Yields alone do not
ensure shareholder returns
Yields provide downside protection. If the stocks price
should fall, yields increase, ensuring a floor to price falls.
But growth and valuation criteria mean the company should
get selected rapidly and rise again.
Growth Stocks: Can be over-valued
and not exceed expectations causing
price declines
Our stocks are already relatively undervalued so strong
growth means expectations are usually exceeded resulting
in strong price rises.
Exits based on entry criteria We do not want to exit when our stocks are, say, fully
valued. We want them to be overvalued when we exit. So
our exits are based not on our entry criteria, but time – the
optimal time, without back-test over-fitting, we think it takes
for shareholder returns to be maximised, which based on
VGI criteria is 12 months.
15. 15
Value Growth Income: USP
Transaction costs cause
cost drag due to large
number of portfolio holdings
Our portfolio stocks have the same downside
impact as the largest 10-20 holdings of a
GBP200m fund. We don’t need 100 holdings
and the costs inherent in them to diversify
away risk. But our concentration generates
Alpha due to our stock selection skills.
Style Drift By having a combination of styles we should
‘smooth’ the effects and downsides of any
one style.
Poor bear market
performance
Our stocks represent target ‘flight to quality’
stocks in bear markets.
16. 16
DTZ
31/12/04 30/12/05Apr Jul Oct
DTZ Holdings PLC
Feb Mar May Jun Aug Sep Nov
Pence 3 day bars (dyn.) Ord
450 450
400 400
350 350
300 300
250 250
200 200
2000 2000Volume (Daily) - th's
ScopeShareChart (c)www.sharescope.co.uk
Growth results beat
expectations
bring undervalued company
to market attention (i) in
months not years (ii) with
room for price rises due to
low valuation
Price drops limited because yield and valuations
rise providing a protective floor to falls
17. 17
Growth results beat
expectations
bring undervalued company
to market attention (i) in
months not years (ii) with
room for price rises due to
low valuation
Price drops limited because yield and valuations
rise providing a protective floor to falls
31. Online Trading Is Free and Easy – But
Few Can Do It. We Make It As Easy As
ABC through algorithmically
generated views using a whole bunch
of cool stuff.
Our Trading Technology Is Pure Rocket Science.
32. Short Term Traders
Value Investors
FX
CFDs
Spreadbetters
ADRs
ETFs
UK, US, Global incl China and India
Distillation of the most important
research from Goldman Sachs, Coutts,
Rothschilds, Barlcays
24 hours per month to prepare
33.
34.
35. 35
Growth results beat
expectations
bring undervalued company
to market attention (i) in
months not years (ii) with
room for price rises due to
low valuation
Price drops limited because yield and valuations
rise providing a protective floor to falls
39. Examples
1 = It can take the market time to see value, but the stock rarely falls below our
entry price because it was already undervalued
2 = Market sees what we saw and price rises
40. Examples
1 = It can take the market time to see value, but the stock rarely falls below our
entry price because it was already undervalued
2 = Market sees what we saw and price rises
41. Examples
1 = It can take the market time to see value, but the stock rarely falls below our
entry price because it was already undervalued
2 = Market sees what we saw and price rises
42. Examples
1 = It can take the market time to see value, but the stock rarely falls below our
entry price because it was already undervalued
2 = Market sees what we saw and price rises
43. My Trading Manual For The Alpesh Patel Special Edition
http://download.sharescope.co.uk/doc/User_Guide/APSE_Guide_v1.0.pdf
44. Software for Traders With My FT Winning
Methods
My Monthly Newsletter Distilling All Your
Need To Know
My Extensive Step-By-Step Trading Manual
Free Updates And Access To Training
Webinars & Videos
Customer Support For Technical and
Trading Queries
45.
46. 1. An Alpesh Patel trading book
2. Exclusive eBooks/eGuides ontrading and investing
3. Exclusive subscriber only webinars
4. Exclusive subscriber only videos on trading and investing
5. Access to my personal Facebook page to keep in touch
6. Access to my Twitter for social investing
7. My monthly newsletter and free access to my daily newsletters on
stocks and FX
8. Exclusive my top picks reports during the year
52. 1. An Alpesh Patel trading book
2. Exclusive eBooks/eGuides on trading and investing
3. Exclusive subscriber only webinars
4. Exclusive subscriber only videos on trading and investing
5. Access to my personal Facebook page to keep in touch
6. Access to my Twitter for social investing
7. My monthly newsletter and free accessto my daily newsletters on
stocks and FX
8. Exclusive my top picks reports during the year
53. 1. An Alpesh Patel trading book
2. Exclusive eBooks/eGuides ontrading and investing
3. Exclusive subscriber only webinars
4. Exclusive subscriber only videos on trading and investing
5. Access to my personal Facebook page to keep in touch
6. Access to my Twitter for social investing
7. My monthly newsletter and free access to my daily newsletters on
stocks and FX
8. Exclusive my top picks reports during the year