@@StatOasis yes please, could you please show us the process, for example let's say a certain portfolio requires 30-30-40 between stocks, bonds and etfs. How to do a proper balance to maintain these ratios. Basically how do you manage these assets. Your videos and insights are truly and sincerely appreciated.
I use an excel sheet that calculates everything automatically. its included with TAA portfolios go.statoasis.com/taa but you can easily build it. you need to set a threshold (i use 5%) so if the change in symbol percent is less than 5% i don't do anything (to reduce trades), if it is more, then you just need to buy/sell shares to come to the right percentage. i will do a video on it in the near future.
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!)
Thx for your vids Alli! Any advice on how to make a portfolio with build 136, so without "portfolio master"? Buy Quant Analyzer or is there a way to test corelations with the retester?
obviously investing in software will make things quicker. but you can do correlation in Excel, just search for it on RUclips. Quant Analyzer is not expensive, use "StatOasis" coupon for 23% off. It doesn't have correlations, but it has a better module which is portfolio builder.
Hola, gracias por tu contenido es muy valioso para los que apenas estamos empezando en este mundo, aunque se me dificulta entenderlo porque no hablo ingles y la traducción no es muy buena, quiero preguntarte con respecto al portafolio si quiero operar en MT4, ejemplo si mi portafolio tiene 4 estatregias tengo que agregarlas una a una en MT4 o este portafolio une las 4 estrategias en una sola, no me queda claro eso. gracias
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
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
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.
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.
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.
@@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!
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.
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
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Thank you good man always showing us good system as your so kind 🙏🙏🙏
Thank you for your excellent video !
Thank u for watching 👍
Great summary of the topic 👌
Glad you liked it
Your expertise is excellent. Thanks for sharing
👌 🙏 👍
My pleasure
Thank yoy ali perfect
Appreciate for your time
My pleasure
Dear Ali could you please show us how to rebalance a portfolio
do you mean assets inside a portfolio?
@@StatOasis yes please, could you please show us the process, for example let's say a certain portfolio requires 30-30-40 between stocks, bonds and etfs.
How to do a proper balance to maintain these ratios.
Basically how do you manage these assets.
Your videos and insights are truly and sincerely appreciated.
I use an excel sheet that calculates everything automatically. its included with TAA portfolios go.statoasis.com/taa
but you can easily build it. you need to set a threshold (i use 5%) so if the change in symbol percent is less than 5% i don't do anything (to reduce trades), if it is more, then you just need to buy/sell shares to come to the right percentage.
i will do a video on it in the near future.
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!)
My advice is no position sizing.
You have to learn to drive before racing
Thx for your vids Alli! Any advice on how to make a portfolio with build 136, so without "portfolio master"? Buy Quant Analyzer or is there a way to test corelations with the retester?
obviously investing in software will make things quicker.
but you can do correlation in Excel, just search for it on RUclips.
Quant Analyzer is not expensive, use "StatOasis" coupon for 23% off. It doesn't have correlations, but it has a better module which is portfolio builder.
Please Ali can you do a video on how to watch out for and replace a losing strategy in the portfolio
thanks for the suggestion, will add it to post ideas
Hola, gracias por tu contenido es muy valioso para los que apenas estamos empezando en este mundo, aunque se me dificulta entenderlo porque no hablo ingles y la traducción no es muy buena, quiero preguntarte con respecto al portafolio si quiero operar en MT4, ejemplo si mi portafolio tiene 4 estatregias tengo que agregarlas una a una en MT4 o este portafolio une las 4 estrategias en una sola, no me queda claro eso. gracias
It is possible to combine code for many strategies but you need to know how to code. If you cant code then add each strategy separately
@@StatOasis Gracias por tu pronta respuesta, quiero saber cuanto cuesta ingresar a las clases magistrales.
next launch is in 4 weeks, all info will be on the webinar and sales page on launch date. register here to be notified go.statoasis.com/atm
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
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
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.
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.
@@StatOasis Dear Ali, thanks for your swift reply. So, do you trade portfolios only, strategies only, or is it a mix of both?
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.
@@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!
SQX can directly trade US stocks/ETFs
for Futures/Forex you need to take the strategy to other platforms, MetaTrader, TradeStaion or Multicharts
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.
Think you should ask about the minimum not the maximum.
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