Quantified Investment Course


Our approach to long term quantified investing in the stock market



Most retail investors and traders underperform the stock indices significantly.

Why is it so?

Most likely due to three reasons:

You have no clear-cut plan. 


You have not looked at the historical performance of different investment strategies.


Perhaps you overtrade and change your opinion frequently. Or perhaps you make behavioral mistakes like selling in the midst of panic and reentering on the way up.

By taking this course, we believe you will understand why you need an investment plan.

Furthermore, you get to know the factors/investment strategies that have worked in the past. This is normally a pretty good indicator of what will work in the future, although it is no guarantee it will do so.


The course is pretty extensive (see full content list below) and have more than 20 000 words - more than a small book.



          We cover the following lessons in the course:

  1. Why Invest in stocks
  2. Compound interest - the eight wonder of the world.
  3. Save  - The Earlier You Start Saving, The Better
  4. Your End Result Depends On The Rate Of Return
  5. The Marginal Rate Of Return - What it is and why it is so important
  6. Spend Less Than You Earn – Save Money Regularly
  7. Time Is The Friend Of The Great Business – Not The Poor Business
  8. Behavioral Mistakes And Risk - The importance of keeping emotions and impulses away from your investments
  9. Market Timing - Should You Try To Time The Market?
  10. The Myth Of The Expert – Trust Yourself instead of listening to gurus
  11. Circle of Competence - stick to what you know and understand
  12. Are Women Better Investors Than Men?
  13. Diversification – What Is It, Why You Need It
  14. Diversification Among Asset Classes
  15. International Diversification
  16. Inside Ownership — Family Business
  17. Shareholder-Friendly Countries
  18. Capital Allocation — What Is It?
  19. 5 Ways of Capital Allocation
  20. Debt — Potential Ruin
  21. Capital-Intensive and Cyclical Businesses
  22. Quantified Investment Strategies**
  23. Why Dividend Stocks?
  24. Dividend Stocks Are Recession-Proof? Dividend Aristocrats
  25. The Payout Ratio Is Important
  26. Which Dividend Yield Should You Buy?
  27. How Safe Is The Dividend?
  28. Arguments Against Dividend Stocks
  29. Buybacks - Instead Of Paying A Dividend
  30. Shareholder Yield - Advanced Dividend Investing
  31. Competitive Advantages
  32. Some Industries Are Better Investments Than Others
  33. Can You As An Investor Have Competitive Advantages?
  34. Margin Of Safety – Your Safety Valve Against Disaster
  35. Investment Checklist/Plan – Why It Matters
  36. Buy and hold
  37. Should You Be A Passive Or Active Investor?
  38. Finale – Make It Simple

**Quantified investment strategies is based on previous published research on factor investing. We cover the following quantified trading strategies:

  1. Stocks Are Good Investments - As A Group
  2. Stock Picking Is Difficult - Most Stocks Perform Badly
  3. P/E Price Earnings
  4. P/CF Price/cash Flow
  5. P/B - Price/Book
  6. P/S - Price Sales
  7. Value vs. Growth
  8. Quality Stocks
  9. Low volatility stocks
  10. Piotroski F-Score
  11. Momentum
  12. Equal Weight vs Market Weight
  13. Small-Cap effect
  14. The Magic Formula
  15. Sin Stocks - Unethical Stocks
  16. Spin-Offs
  17. IPOs

   Anything missing? Please let me know and I might include it in the course.  Email: Oddmund@quantifiedstrategies.com



Disclaimer

Quantified Strategies (SIA Lofjord) is not an investment advisor. The content and information provided are educational and should not be treated as financial advisory services or investment advice. Trading and investment in securities involve substantial risk of loss and is not recommended for anyone that is not a trained trader or investor – it shall be conducted at your own risk. It is recommended that you never risk more than you are willing to lose. Leverage can lead to substantial losses. Any use of leverage, margin, or shorting is at your discretion. Quantified Strategies (SIA Lofjord) is not responsible for any losses that occur as a result of its content and information. Always use a demo account for many months before you try live trading. Trading requires hard and systematic work – there is no easy money.


Hypothetical or simulated performance results have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading. Commissions and slippage are not included. Also, Since the trades have not been executed, the results may have under or overcompensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs, in general, are also subject to the fact that they are designed with the benefit of hindsight. No representations are made that any account will or is likely to achieve profit or losses similar to those shown.


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