Factor Investing and Smart Beta | The Complete Course

Master the theory and practice to increase the returns and reduce the risks of your portfolio with factor investing

What you'll learn
Increase the profitability of your investments with the use of factors
Reduce the risk of your investment portfolio with the use of factors
Understand the foundation and historical performance of factors
How to choose ETFs and funds to capture the benefits of factors
How to structure a global equity investment portfolio that outperforms the market
How to invest in practice and periodically rebalance your portfolio
How to manage your portfolio in just a few minutes per month, without the need to pick individual stocks
Learn strategies to reduce taxes
Requirements
There are no prerequisites although it would be good to have a previous basic knowledge of stocks
Description
The main purpose of this course is to teach the theory and practice of Factor Investing and Smart Beta. This course is especially useful for investors who wish to delve deeper into this subject with the goal of taking their investment portfolios to a new level by increasing returns and reducing risks through the use of factors in an investment portfolio.
Transformation – upon completing this course, you will be able to:
Increase the profitability of your investments
Reduce the risk of your investment portfolio - the combination of factors reduces portfolio volatility and minimizes momentary maximum losses compared to a portfolio without factors.
Understand the foundation and historical performance of factors (beta, size, value, momentum, quality and low volatility).
How to choose ETFs and funds to capture the benefits of factors, using free tools and databases.
Structure a global equity investment portfolio that outperforms the market.
Invest in practice and periodically rebalance your portfolio.
How to manage your portfolio in just a few minutes per month, without the need to pick individual stocks.
Learn strategies to reduce taxes.
Distinguishing features:
The course is both theoretical and practical: I teach the foundation and theory of factors, as well as the step-by-step process of building your portfolio.
The course is scientifically backed with statistical significance. There are over 57 bibliographic references provided throughout the course.
I will guide you through the process of global investing, minimizing the risk of investing solely in your own country.
The course is dynamic and straight to the point, with practical videos focused on bringing real transformation to your financial life.
The instructor holds a PhD in Engineering and has years of practical experience as an independent investment advisor and portfolio strategist.
Important:
The course does not present ways to multiply money quickly and easily, as that would be a misleading promise. You can expect to achieve better returns in your portfolio by using factors compared to a portfolio without factors, but it requires consistency and a long-term approach to reap the benefits of this knowledge.
The course does not provide short-term trading strategies. The videos are focused on building and managing a long-term portfolio, based on the most reputable scientific publications in the field.
The course is useful regardless of the country you live in and your tax residency. The principles apply to any investor anywhere in the world, and in the practical modules on searching for investment products and structuring the portfolio, I demonstrate how to conduct searches in different locations around the world.
See you in the course!
Prof. Eng. Marcus Oliveira, PhD
Portfolio Strategist / Investment Advisor
Who this course is for:
People who want to maximize the results (risk x return) of investments using the knowledge of factor investing
People who seek a deep understanding of the fundamentals and functioning of factors
People who desire the security of investing based on scientific data rather than opinions and guesswork
People who want to have high performance portfolio of stocks in the long run, without the need to engage into stock picking

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