AI automated Investing using Robo advisors (complete guide)
Complete guide to automated ETF & Stock Portfolios combined with Investment analysis software for every investor
3.73 (123 reviews)
2,358
students
1.5 hours
content
Jun 2021
last update
FREE
regular price
What you will learn
How Robo advisors outperform the investing strategies of human investors and financial advisors using: AI, Modern Portfolio Theory, Automated risk management
Free download and use of investment analysis software: "Portfolio Performance", which allows tracking and evaluating the performance of both our entire portfolio and its individual assets
How Robo advisors use ETFs as building blocks of well diversified portfolios instead of just picking individual stocks & bonds
How Robo advisors make optimized investment decisions based on quantitative data instead of human emotions like fear & greed
24/7 Investment Portfolio automation through: Portfolio rebalancing & Tax-loss harvesting (examples included)
Automated daily market research to spot best buy & sell opportunities by Robo advisors
Wide collection of asset classes for your Robo advisor to choose from: Stocks, bonds, Commodities, Real estate property, Cash, Precious metals and more
Available access to innovative & exclusive investment opportunities such as: smart beta ETFs, socially responsible investments, private equity
Let the algorithm of Robo advisor build portfolios that track famous market indexes like S&P 500, Dow Jones etc.
Use Yahoo! Finance to follow the price development of assets and indexes you are interested in
Use ETF(dot)com to perform "X-Ray" Scans of various ETFs for free
Gain valuable insights & infographics for any ETF regarding: Top 10 sectors, Top 10 holdings, average annual yield history, risk rating etc. (respective percentages inlcuded)
Case studies of 4 real-world portfolios: Conservative, Moderate, Aggressive and Bonus portfolio with high-tech stocks by a prominent Robo advisor (Files with all necessary data included)
Learn to read and interpret Key & Risk indicators along with the overall return of portfolios
Learn to buy & sell assets in "Portfolio Performance" (stock market portfolio simulator)
Read live Price development charts, and visual asset allocation diagrams of Holdings in "Portfolio Performance"
Determine and calculate the percentage of portfolio's exposure to assets, using the Market Cap criterion, while managing risk at the same time
Extensive and detailed benchmarking of the Top 10 Robo advisors in the market (unbiased presentation)
Benchmarking categories of Robo advisors include: Portfolio rebalancing, Tax-loss harvesting, Portfolio structure, Compatible accounts, Human financial advisor support, Minimum deposit, Management fees, Investment fees, Account fees, Cash management strategy
Demystifying investing terms like: Tax-loss harvesting, Direct indexing, Fractional shares, Tax-smart strategies, Portfolio rebalancing, Drifting limit
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4064776
udemy ID
5/20/2021
course created date
6/23/2021
course indexed date
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