Hedge Fund Strategies: Institutional Tools for Retail Investors
Hedge Fund Strategies: Institutional Tools for Retail Investors
For decades, “Hedge Fund” strategies were exclusive to the ultra-wealthy. Now, thanks to liquid ETFs, retail investors can access these powerful diversifiers. This Hub focuses on uncorrelated return streamsโstrategies like Managed Futures and Volatility Harvesting that can make money even when stocks and bonds are falling.
๐ Strategic Roadmap
Phase 1: Portfolio Chassis (The Dragon)
Rethinking the 60/40 model. How to build a portfolio designed to thrive in 100 years of chaos.
Phase 2: Trend Following (Crisis Alpha)
The only strategy that historically profits during prolonged bear markets.
Phase 3: Volatility Harvesting
Turning market fear and stagnation into a monthly paycheck.
COACHING DIRECTIVE
- Start Here: Read #303 The Dragon Portfolio to understand why you need these assets.
- Implement: Add #351 Managed Futures (Trend) as your first alternative asset class. It provides the highest diversification benefit per dollar.