Money Management Education is a for-profit educational technology branch operated under Yin’s Capital. This is an online money management education platform. The entire education procedure is carried out 100% online.
This platform is prepared for existing or potential connections with Yin’s Capital that are motivated and need guidance in money management. I will personally provide video education and computer codes to guide you through the following perspectives of money management. Trading and Investment Mentality: Disregard what strategies one would use, the mental stage interacting with AI results is extremely important when it comes to making per-second trading or investment decisions. This mental stage can almost always be trained and tuned with the right guidance.  Programming and Coding Assistance: Every programmer starts off fresh with the correct guidance. You do not need to be an Ivy League graduate or former AQR quant to be able to carry out quantitative or AI recommended portfolios. I have done all that and let me help you to get through all these problems and modules so you get an in-depth understanding of how AI can be implemented in capital markets without struggling through years of your life (like I did). I will mostly by using R and Python. Depending on your follow-up, I will be able to guide you through most asset pricing models and major Machine Learning programs and teach you how to implement them in stock market. Sample coding modules can be found here.  Trading and Investment Philosophy: Just like great martial artists, good traders and investors come with moral high ground. A profit-driven mind set sounds fantastic but it is like a fast-driving car. Without correct capital market philosophy to steer the wheels, the crash can be monetarily fatal. This education platform not only bring your quant skills up but also intend to mode you into a more patient and consistent person that have long-term investment mindset both in market and in life.
- TRADING & INVESTMENT MENTALITY
- How to interact with A.I.?
- Does a high prediction rate A.I. guarantee profits?
- What do you do when A.I. make mistakes?
- When to buy?
- What to buy?
- Yes, follow the big guys. But how?
- PROGRAMMING & CODING
- What to predict?
- How to predict?
- Simple Prediction: Linear Regression
- Simple Prediction: Logistic Classification
- Medium Prediction: Time-series: ARMA and ARIMA
- Advanced Topics: What is Factor-base Trading and why do we do it?
- Advanced Topics: Factor-base Trading: Momentum Strategy
- Advanced Topics: Factor-base Trading: Long/Short-Run Reversal Strategy
- Advanced A.I. Prediction: Recurrent Neural Network Prediction
- Advanced A.I. Prediction: Random Forests, Boosting Machine, Neural Network, Reinforcement Learning
- What do we need to optimize?
- Optimization in Capital Market
- Web Based Application on Shiny App
- TRADING & INVESTMENT PHILOSOPHY
- When NOT to buy?
- What NOT to buy?
- What did Ben Graham write in Security Act 1933 (if he actually did)?
- What happened to Long-Term Capital Management and why?
- How did Soros break the Bank of England?
The education platform is video-based and sample courses can be found here on YIN’S Q BRANCH. In particular, the sequel HOW I TIME STOCK MARKET and ASSET PRICING both share a great deal of resemblance of the courses offered on this platform. One can preview the following as examples.
HOW I TIME STOCK MARKET SEQUEL:
The section presents episodes in sequel: YIN’S Q BRANCH – HOW I TIME STOCK MARKET. The episodes are sequential and the order matters in reviewing the materials.
||I. How I Time Stock Market? In this video, I’m gonna let share with you guys a small secret: how I time the stock market? In this video, I will focus on coding aspect of how the algorithm is designed. Then I will land the video on how to use this algorithm from PM perspective and the soft threshold.|
|II. How I Time Stock Market, a Qualitative Discussion. This episode is going to be a sequel of the episode “How I Time Stock Market”. So how do I time stock market? In the previous episode, I mentioned the soft threshold. Exactly what do I mean by soft threshold? How to apply this soft threshold to different sectors? How about index fund? How about large caps or small caps stocks?|
|III. How I Time Stock Market, a Machine Learning Story. Today we are going to land on machine learning topic of the sequel: How I Time Stock. In previous episodes, we talked about using stock data to compute moving averages and then construct distance matrix. This distance matrix just so happens to follow normal distribution which allows us to draw cutoffs and find rejection regions to act on. We have all these codes packed into an algorithm and it is telling us: what’s the historical information and whether today’s stock price falls in the region of interest or not. However, all of this do NOT tell us future behavior. Is it possible to build an algorithm to predict future behavior?|
ASSET PRICING SEQUEL:
The section presents episodes in sequel: YIN’S Q BRANCH – ASSET PRICING. The episodes are sequential and it is important to start from the first video for the materials to make the most sense for you.
|I. Asset Pricing, First Class. What is capital markets? What is risk and return? How do we analyze these metrics? If you are going through your MBA program or preparing for CFA Level III or Series 7, what are you going to do when you have no clue how previous scholars derive Capital Asset Pricing Model? What are some basics that can be learned to construct efficient portfolio? Today we are going to discuss Asset Pricing, a first class. Instead of using fancy statistical software packages, we are going to code our project RAW and we are going to dig into the original formula to construct efficient portfolio.|
|II. Asset Pricing, Growth Strategy. I got a good episode here for you guys! Today we are going to talk about one of the most famous quant strategies out there: Growth Strategy! First we download the data. Then we build up our data to compute this strategy. There is NO timing component and NO machine learning component. We evaluate data and every period we select a certain number of TOP performing stocks by stock returns within the period to construct portfolio for the next. It sounds like a dummy strategy. But this “chase high” type of investment style actually have its strength.|
|III. Asset Pricing, a Qualitative Discussion on Growth Strategy. Every quant strategy has its strength. However, programs are essentially robots under sets of fixed principles. They operate within certain fields of parameters, which may or may NOT be appropriate in real world. It is up to US to monitor the behaviors and assess the functionalities of how programs operate in REAL world.|
|IV. Asset Pricing, an AI Driven Strategy. In asset pricing, we look at stock data and we are trying to beat the benchmark index. From previous discussion, we talked about one of the most famous strategies in asset pricing, the Growth Strategy. However, growth strategy in asset pricing is like driving on a highway looking back once in a while. It could be dangerous. There could be a certain time that you are just unlucky and that you bought at the top of the market. What if we can allow current decisions to be driven NOT just by the past but also by the FUTURE? That’s exactly right. In this episode we are going to talk about how ML can play a key role in asset pricing.|
|V. Asset Pricing, Hist Last Bow Welcome to the final episode of Asset Pricing sequel! As the last bow, I want to make sure that I land on something that you guys can use and apply in real life. We are going to wrap everything from the “How I Time Stock Market” sequel and the “Asset Pricing” sequel into a web-base user-friendly online platform. In this episode, we are going to talk about how to build a web-base application so that we can come up with a software platform for clients to use.|
There are two types of payments (you need a PayPal account). Basic Plan is hourly payment. You pay as you go. Premium Plan locks in up to 10 hours long video education. Both plans can be canceled any time you want. If you are not satisfied of the education, full refund accepted.
After you submit the payment, please use “Email” button or the form below to send an email to me, Yiqiao.Yin@YinsCapital.com, using the name corresponding to the PayPal name in the payment. I will check the information and get back to you using the email you send me. This process usually takes less than 24 hours.
This plan allows users to sign up for hour-long video education. User can select his or her favorite topic to set up a specialized module education.
This plan allows users to register for up to 10 hours video education. As course bundle. this is 20% off from the Basic Plan and the course covers all questions in the Sample Syllabus (all 3 modules covered).