The investment industry spends a fortune marketing their latest Shiny Objects. It could be a dazzling new ETF or Mutual Fund. Or maybe a super-duper new trading system that will crush the market. Or maybe a newsletter that touts highly suspicions returns like 500% to 1,000%.

Don't fall for any of it. Learn how to create an investment strategy that fits you like a glove and then design a carefully tailored Portfolio around it. It will be 100% yours. If you do this, the results will surprise you.

(If you want to see my full professional trading performance, click the button below.)

When I take on a new client I often find that their portfolio is a random collection of stocks, bonds, and other things that don't really work well as a cohesive strategy. It's not their fault because they have been sold a bill of goods that reward the seller, not the investor.

An efficient portfolio is a finely tuned ecosystem of asset classes that complement each other and move the investor towards their stated objectives. Too many investors end up with random junk that doesn't move them forward. I've seen portfolios with 150 individual holdings, and the first thing I do is clean house. Get rid of the junk and the toxic material so they can start fresh and build a proper portfolio.

Random portfolios that have been cobbled together from recommendations by various newsletters, brokers, and friends rarely produce acceptable outcomes. Here's a tip: if you own something that you can't explain to your high school child, then get rid of it.

After a few years on the equity trading desk I was recruited by a hedge fund that was just starting out. As head trader I had all the freedom I needed. I could go long, short, use options and futures - the road before me was wide open, with no speed limits. We started with $5 million in capital and 4 years later we had grown it to $120 million.

Life was good. But then along came the market crash of 1987.

At the end of that infamous day we tallied up our positions and realized that we had actually made a profit. In fact, a huge profit. Remember that we could be short the market, and we were. Our biggest exposure was in bonds, and bonds rallied sharply that day.

Here's the takeaway from that experience: We had designed a portfolio that took advantage of market upside, while also putting in place enough hedging to protect ourselves from a black swan event. It's all about portfolio design. 

There is no time wasted in this course. There are 5 Modules and several lessons within each module. We have worked hard to trim the fat and only give you the things you need to design your Tailored Portfolio.

Introducing the ZenInvestor

Portfolio Design Course

I get it. Plunking down a couple hundred bucks isn't something to take lightly. But this may help tamp down your anxiety just a little. Full disclosure - this is the first time I've offered this course to the general public. Prior to today this information was only available to clients who hired me as a personal consultant, coach, and mentor. 

Why am I offering this as a low-cost online course when I could charge $2,000 or more for the same information? The answer is simple. It's a matter of scale. I only have 40 hours per week to consult, advise, and coach. As a result of this constraint I can only handle 10 or 12 clients at any one time. By offering this service in an online course format I'm able to reach hundreds of clients who need this information but I haven't been able to give it to them.

When I'm contemplating a decision like this, I make a list of the Pros and Cons. Below is a short list of each for you to consider. This is not an expensive course but it does call for a commitment on your part to follow through.