In DIY Portfolio Management © you will discover:

  • You are smart enough, managing your portfolio takes discipline over intellect.
  • You have enough time, managing your portfolio doesn't have to take a lot of time and can be an interesting, rewarding way to spend your time.
  • Managing your portfolio requires both a system that works and the discipline to follow it.
  • Popular authors have documented trader results showing some people, some systems beat market averages.
  • Recent academic research shows both trend following and reversion systems can beat market averages.
  • Trend Regression Portfolio Strategy is a strategy that works.
  • The three components of Trend Regression Portfolio Strategy are Equity Selection, Entries and Exits, and Market Timing.
  • Getting really rich, really fast is not impossible, but improbable.
  • Making yourself financially independent slowly is highly probable, if you stick to a system that works.
  • Your portfolio returns will be proportional to your creativity in developing strategies, care in testing strategies, and discipline in implementing strategies.
  • Backtesting and paper trading are valuable tools for serious investors, and the free Excel Portfolio Tracker helps track paper trading results.
  • Reading, backtesting and paper trading can all accelerate learning without risking your nest egg.

Funded Trend Regression Portfolio Strategy accounts grew 12% from 4/2/01 to 1/31/03. During this period the S&P 500 tracking stock SPY declined 25%, and NASDAQ 100 tracking stock QQQ declined 35%. Maximum drawdown was 27% for Trend Regression Portfolio Strategy, 37% for SPY, and 58% for QQQ. Trend Regression Portfolio Strategy has higher return and lower risk than buying and holding index tracking stocks reflecting the US equity market.

Should you continue to trust your financial future to someone whose financial incentives are independent of yours?