Strategic Portfolio Design

Modern Portfolio Theory (MPT) is the foundation for much of the investment advice provided to retail investors.  In this video we take a look at the effectiveness of MPT and discuss methods and techniques that might provide the retail investor and trader a strategic advantage over simple portfolio diversification.

We will be expanding upon these concepts in our upcoming presentation at the Chicago Board Options Exchange.  If you would like to join us you will want to reserve your spot now as seating is limited.

One Response to “Strategic Portfolio Design”

  1. [...] learn more on this subject I would suggest watching my video presentation on “Strategic Portfolio Design.”  The video runs about two hours and if you would like to pursue the concepts discussed in [...]