AI automated Investing using Robo advisors (complete guide)

AI automated Investing using Robo advisors (complete guide), available at Free, has an average rating of 3.95, with 68 lectures, based on 108 reviews, and has 2166 subscribers.

You will learn about 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 This course is ideal for individuals who are Individuals interested in adopting new technology trends to disrupt "business as usual" investing to their advantage It is particularly useful for Individuals interested in adopting new technology trends to disrupt "business as usual" investing to their advantage.

Enroll now: AI automated Investing using Robo advisors (complete guide)

Summary

Title: AI automated Investing using Robo advisors (complete guide)

Price: Free

Average Rating: 3.95

Number of Lectures: 68

Number of Published Lectures: 68

Number of Curriculum Items: 68

Number of Published Curriculum Objects: 68

Original Price: Free

Quality Status: approved

Status: Live

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

Who Should Attend

Individuals interested in adopting new technology trends to disrupt "business as usual" investing to their advantage

Target Audiences

Individuals interested in adopting new technology trends to disrupt "business as usual" investing to their advantage

During the last decade, the sector of automated investing using Robo advisors has been growing at an increasing rate, and is projected to reach $7 trillion dollars in assets under management by 2025.

The main force behind this growth is the expanding number of investors who decide to invest their money using these online platforms.

The underlying technology of AI, deep learning and sophisticated algorithms, enable Robo advisors to outperformthe investing strategies of individual retail investors, as well as the excessive fees of human financial advisors.

To do so, Robo advisors are constantly scanning the stock market trying to spot new opportunities. At the same time, they buy and sellstocks, based on their price movements in order to increase the returns for the investor. As an extra boost, they minimize taxes payable by following tax-smart processes.

During the course, we will examine the weak spots of individual investors and human financial advisors and how the technology of Robo advisors exploits them to gain competitive advantages over them.

As we continue, we will go through the fundamental operations performed by Robo advisors, such as automatic portfolio rebalancing and tax-loss harvesting. Getting familiar with these terms will later make us able to understand in depth the services offered by each Robo advisor firm.

Next, we will see a highly detailed benchmarking of the 10 hottest Robo advisors available in the market. This comparative assessment will give us all the necessary insights to decide which Robo advisor satisfies our investing needsand enables us to achieve our financial goals in the best way possible. Such goals might be:

Sending your kid to college
Buying a new house
Retiring early
Watching your portfolio grow at an exponential rate year over year
Or… just paying off an old debt

In the final section of the course, we will go through real case studies tracking and evaluating the performance of 3+1 real-world portfolios, built by a prominent Robo advisor, that cover every type of investor.

To do so, we will learn how to use the superb investment analysis tool: “Portfolio Performance” which is free to download and use.

“Portfolio Performance” allows us to trackthe price development of every stock in our portfolio, as well as the overall performance of our portfolio as a whole. In addition, the software provides us with numerous charts and indicators which in turn help us visualize market data and monitor our investments effectively, for free.

You got nothing to worry about, as the course is backed by a 30-day money back guarantee, no questions asked. Feel free to have a look at the open modules!

Wait no more, hit the enroll button and start your journey in AI automated investing, NOW!

Thanks,

Fanis

(not a financial advisor)

Course Curriculum

Chapter 1: Welcome

Lecture 1: Welcome and a first note

Chapter 2: Investing with advisor

Lecture 1: Usual bank requirements + High Annual fees

Lecture 2: Advisor gets a large portion of investor's capital gains

Lecture 3: Behind the scenes: Personal & Corporate agendas of bank's employees

Chapter 3: Individual Investor

Lecture 1: The "DIY" solution

Lecture 2: Emotions: A threat to investing strategy

Chapter 4: Investing with Robo advisors

Lecture 1: Popularity rise + Competitive advantages

Lecture 2: Automated trades: Elimination of emotional factor

Lecture 3: Robo advisors: A game changer + Notable examples from other industries

Chapter 5: Major Benefits of Robo advisors

Lecture 1: Robo advisors under the hood: AI, MPT, Risk tolerance questionnaires

Lecture 2: ETFs: Building blocks of Robo advisor portfolios

Lecture 3: Robo advisors: A perfect passive investment approach

Lecture 4: Strong & Steady growth + Portfolio rebalancing & Tax-loss harvesting

Lecture 5: Tax-loss harvesting: Case study

Lecture 6: Advisor support to Robo advisors + New smart beta ETFs

Chapter 6: Demystifying investing terms

Lecture 1: Direct indexing, fractional shares

Lecture 2: Tax-smart strategies, Robo advisor fees, Drifting limit

Lecture 3: Management, Investment & Account fees, Cash management strategy, Asset classes

Lecture 4: Comments: Investment returns, Robo advisor benchmarking presentation

Chapter 7: Robo advisors: Top 10 full benchmarking

Lecture 1: Introduction + Video resources

Chapter 8: Investment scenario

Lecture 1: Our investment plan: funds, assets, risk profiles, holding period

Chapter 9: Portfolios walkthrough

Lecture 1: Introduction + Files

Lecture 2: Portfolios: Conservative, Moderate & Aggressive

Lecture 3: Overview of stock & bond ETFs in our portfolios

Lecture 4: Tickers, Prices, Percentages + Visual representation of portfolios

Lecture 5: VTI ETF: Price development & Market indicators (Yahoo! finance)

Lecture 6: MUB ETF: Price development & Market indicators (Yahoo! finance)

Lecture 7: Calculating #number of shares in our portfolios

Lecture 8: ETF.com : The "X- Ray" of ETFs + VTI

Lecture 9: VTI: Extra data and infographics (ETF.com)

Lecture 10: MUB + Extra data and infographics (ETF.com)

Chapter 10: Portfolio Performance Investment analysis software

Lecture 1: Introduction

Lecture 2: Note

Lecture 3: Download & Installation

Chapter 11: "Portfolio Performance": Software walkthrough + Conservative portfolio

Lecture 1: From Excel sheets into Portfolio Performance

Lecture 2: Adding funds

Lecture 3: Holdings tab & Asset allocation

Lecture 4: Adding MUB bond ETF

Lecture 5: Note for buying and selling assets

Lecture 6: MUB: Placing buy order

Lecture 7: VTI: Placing buy order

Lecture 8: Transferring all ETFs from Excel sheet into Portfolio Performance

Lecture 9: "Portfolio Performance" files + Note

Lecture 10: How to load and open "Portfolio Performance" files

Lecture 11: Conservative portfolio: Price development of assets

Lecture 12: Conservative portfolio: Chart tab

Lecture 13: Conservative portfolio: Holdings tab

Lecture 14: Conservative portfolio: Performance tab, Key & Risk indicators

Lecture 15: Conservative portfolio: Portfolio's overall return

Lecture 16: Conservative portfolio: Overall capital gains

Chapter 12: Moderate Portfolio

Lecture 1: Moderate portfolio: Full review

Chapter 13: Aggressive Portfolio

Lecture 1: Aggressive portfolio: Full review

Chapter 14: Detecting overall trends in Portfolios

Lecture 1: Analysis of Portfolios' behavior + S&P 500 index

Chapter 15: Portfolios: Wrap up

Lecture 1: Annual returns of portfolios

Lecture 2: Benefits and Annual growth of portfolios

Chapter 16: Bonus Portfolio: "Reloaded" Moderate Portfolio

Lecture 1: Introduction

Lecture 2: FAAANG: Introducing individual stocks to ETF portfolio

Lecture 3: Market Cap criterion: Deciding the percentage of exposure to individual stocks

Lecture 4: FAANG: Calculating the percentage of exposure to each stock

Chapter 17: "Reloaded" Moderate Portfolio: Walkthrough

Lecture 1: Introduction + Files for Excel & "Portfolio Performance"

Lecture 2: What's new & Excel sheet with ETFs and stocks

Lecture 3: FAANG: Introducing individual tech stocks

Lecture 4: Transferring assets into Portfolio performance + Price development

Lecture 5: "Reloaded" Moderate Portfolio: Chart & Holdings tab

Lecture 6: "Reloaded" Moderate Portfolio: Performance tab

Chapter 18: "Reloaded" Moderate Portfolio: Wrap up

Lecture 1: Annual return of portfolio

Lecture 2: Benefits and Annual growth of portfolio

Chapter 19: So, what's next?!

Lecture 1: Message

Instructors

Fanourios Argyris Vynios
MEng Chemical Engineer

Rating Distribution

1 stars: 4 votes
2 stars: 7 votes
3 stars: 23 votes
4 stars: 42 votes
5 stars: 32 votes

Frequently Asked Questions

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You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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