In this episode, Dennis and Andy discuss the steps for constructing a successful gold portfolio, using their experience from the hedge fund industry. They emphasize the importance of including gold and gold stocks in investment portfolios for safety and potential outperformance, and highlight the significance of ETFs like GLD and GDX. Dennis also shares options trading strategies for generating additional income and suggests specific gold stocks to consider. This comprehensive guide is designed to help investors feel less overwhelmed and more confident in building their own gold portfolios.
For more info on Dennis Leontyev, please visit:
/ dennis-leontyev-457a4a32
Over 20 years of experience in the investment industry with expertise in trading and hedge fund portfolio management. Consistently delivered outstanding returns regardless of market direction. Known for trading model development, risk management, and unique innovations in quantitative and market neutral analysis with the emphasis on options and volatility strategies. Substantial experience in equities, futures, fixed income, and options trading with proven track record.
ACCOMPLISHMENTS:
• Successfully managed up to $50M diversified hedge fund portfolio specializing in options and relative volatility strategies on futures, indexes, and equities.
• Overseeing of core long-term equity portfolio of over $500M.
• Developed and managed fixed income structured products and volatility derivatives programs
• Profiled in Futures Magazine for excellent results in fund management.
• Contributing Author to “Master Traders” book, published by Wiley, 2006
• Regularly contributed to major financial publications and financial web sites on subjects of economics, market analysis and volatility strategies.
• Trained individual and commercial traders in trading psychology, risk management, options strategies, technical analysis and propriety trading systems.
• Developed automated trading systems (Trade Station Language, Excel, VBA).
PRIMARY PORTFOLIO MANAGEMENT / TRADING STRATEGIES:
• Relative Volatility market neutral options strategies (options on equities and futures).
• Volatility based options dispersion strategy on two or more related markets.
• Systematic trading strategies including automated VIX derivatives trading programs.
• Structured Products, Equity linked CDs and Notes combined with listed options.
00:00 Introduction and Catching Up
00:19 Building a Gold Portfolio: An Overview
01:07 The Importance of Gold in Investment
02:53 Starting with ETFs: GLD and GDX
05:46 Adding Junior Stocks: GDXJ
11:54 Options Strategies for Gold Investments
20:13 Simple Strategies for New Investors
20:24 Analyzing GDX and Gold Stocks
22:07 Scaling In: Investment Strategies
23:04 Technical Indicators and Market Timing
24:04 GDX vs. GDXJ: Major vs. Junior Allocations
25:05 Stock Recommendations: Dakota Gold and Treasury Metals
28:55 Diversifying with First Nordic Metals
30:36 The Importance of Cash Reserves
32:21 Historical Gold Market Stories
35:19 Conclusion and Future Topics
1 авг 2024
