How to Construct a Winning Portfolio! 🏆 (Step-by-Step Guide)

Рет қаралды 1,425

25 күн бұрын

Are you tired of seeing your portfolio underperform? In this video, we uncover the secrets to constructing a balanced and profitable portfolio that aligns with your financial goals. Whether you're a beginner or an intermediate trader, mastering this skill is crucial to avoid common pitfalls and achieve consistent growth.
⇣ T R A N S F O R M Y O U R T R A D I N G ⇣ R E S U L T S ⇣
👉 Join Algo Trading Master Class |
👉 Join Community | go.statoasis.com/Join
👉 Grab SQX| go.statoasis.com/SQX
use coupon "STATOASIS" for a massive 23% discount on all products.
⇣ D I S C O U N T C O D E S ⇣
Thank you for using them to support my channel! It allows me to create awesome videos at no cost to you.
⇢ statoasis.com/offers
⇣ F R E E S Q X I N D I C A T O R S & E B O O K S ⇣
🔥 Grab your FREE ebook & Multibar Pattern Generator for SQX:
go.statoasis.com/MBar
🔥 Grab your FREE ebook & candlestick patterns SQX Custom Blocks: go.statoasis.com/CSebook
🔥 Grab your FREE Excel Database to filter +20,000 tickers from SQX data packages:
go.statoasis.com/db
Let's Connect:
---------------------------------------------------------------------
👉 Join Algo Trading Master Class |
▶️ Subscribe to my KZfaq channel | go.statoasis.com/yt
📲 Check out my website | www.StatOasis.com
✍ Read my blog | go.statoasis.com/blog
🐦Twitter | go.statoasis.com/twitter
📸 Instagram | go.statoasis.com/instagram
👍 Trading Community| go.statoasis.com/Community
_____________________________________________________________________
DISCLAIMER: None of what I talk about to be construed as investment advice, I am not a financial adviser nor a CPA. The videos are for educational and entertainment purposes only. The information presented in the video is accurate as of the posting date of the video and might not be accurate in the future. All links in the description might have some affiliate links and I may receive a small commission. I only share the tools and resources that I love and use regularly. Thank you so much for your support! 😍
#Finance #Investing #AlgoTrading
Ali Casey here from StatOasis channel, I post about Finance, Investing, Algorithmic Trading and everything else in between.
I strive to provide the best education on the subjects mentioned above, the goal is take control of your financial future. If you like what you read, then subscribe and if you're still reading this, you rock! thank you ❤️

Пікірлер: 20

@ericwilber1228 13 күн бұрын

Great summary of the topic 👌

@StatOasis 13 күн бұрын

Glad you liked it

@konjkavie 21 күн бұрын

Thank yoy ali perfect Appreciate for your time

@StatOasis 21 күн бұрын

My pleasure

@svh02 13 күн бұрын

Thanks Ali, great video as usual. So, SQX Portfolio Master will help you pick the strategies, but not calculate the position size. Right? Any advise for position sizing based on this?? (video idea!)

@StatOasis 13 күн бұрын

My advice is no position sizing. You have to learn to drive before racing

@javadnasiri8415 23 күн бұрын

Your expertise is excellent. Thanks for sharing 👌 🙏 👍

@StatOasis 22 күн бұрын

My pleasure

@edwinchan8190 16 күн бұрын

Thanks for the video. Are you using StrategyQuant Professional or Ultimate. In practice, how would you handle when multiple systems on the same side initiate positions on the same security? Thanks

@StatOasis 16 күн бұрын

SQX Pro. Trading strategies built by SQX is done with other platforms, if they are same direction then its very easy, just add all strategies to same chart

@Adnan-vw6js 23 күн бұрын

Hi Ali, For a common investor, what is the maximum number of assets and strategies? Do you think it is necessary to trade assets from different countries? What is your opinion on Bitcoin? Thanks.

@iameladlevi 23 күн бұрын

Think you should ask about the minimum not the maximum.

@StatOasis 23 күн бұрын

While my video focuses on building portfolios using algorithmic strategies, your question about asset and strategy limits, international trading, and Bitcoin is also very important. For common investors, it’s crucial to diversify without overcomplicating. A practical approach is Tactical Assel Allocation (TAA) portfolios. This robust balance approach helps in managing risk while still leveraging diverse opportunities. Bitcoin can be a part of your portfolio, but it should be approached with caution because it’s highly volatile and speculative, so the only way to have it is to hold it, as it will be very low Ret/DD if you put it in a strategy. Consider it a small part of a diversified portfolio if it aligns with your risk tolerance and investment goals. I hope this helps! Feel free to explore our community for many detailed TAA Portfolios to follow: go.statoasis.com/join

@zvilender247 21 күн бұрын

Dear Ali, Many thanks for your ongoing efforts. You have a wonderful way of explaining how things work. So thanks again. I have a question. In this video (18:45) you're saying: "once you are happy with the portfolio, then you can take that and trade it each separately". What do you mean by "trade it each separately"? -- Do you mean trading that particular portfolio (assuming there are other portfolios you're trading) as a single unit of trading OR do you mean trading each strategy within that portfolio separately? Which one is it? Thanks.

@StatOasis 21 күн бұрын

You are correct in treating each portfolio as a unit. But also what i meant is in practical terms you are trading each strategy separately because the code is separate for each strategy and also the market could be different.

@zvilender247 20 күн бұрын

@@StatOasis Dear Ali, thanks for your swift reply. So, do you trade portfolios only, strategies only, or is it a mix of both?

@StatOasis 20 күн бұрын

I think you are mixing the idea with the practical aspect.always trade a portfolio. a portfolio is always more than one strategy. Once you have a portfolio and you want to trade it, how would that happen? you have to run the code of each strategy separately, and the results of running all these strategies are combined in a portfolio, just like the back test.

@zvilender247 20 күн бұрын

@@StatOasis I see. Thanks. Ali, Two questions (and if you have videos that provide the answers, that would be great): 1. How do you balance your portfolio? 2. Do you trade your portfolio via StrategyQuant? and if so, is the process of taking a portfolio live on SQ, is that process documented, whether in text or in one of your (excellent) videos? Thanks!

@StatOasis 20 күн бұрын

SQX can directly trade US stocks/ETFs for Futures/Forex you need to take the strategy to other platforms, MetaTrader, TradeStaion or Multicharts