Investuok training: personal ETF strategy
In early December 2025, during training sessions organized by Investuok, one of the co-founders of PLY Analytics, Vitalij Šostak, delivered a four-lecture series focused on the development, testing, and practical implementation of an ETF-based investment strategy. The training material is closely related to our new product, PLY Strategies.
Overview of topics covered during the training:
Lecture 1
ETF investment strategies: advantages and disadvantages. How to define a strategy and formalize the process.
- Choosing an investment strategy: key questions that need to be answered.
- Evolution of an ETF strategy: how to use research-based logic to transform a simple equity index ETF into an investment strategy with a significantly improved risk-return profile.
- Historical backtesting step by step: data source selection, data processing, and calculation of risk and return metrics.
Lecture 2
Diversified ETF strategy and portfolio rebalancing.
- Practical aspects of diversification: selection of asset classes and specific ETFs, rebalancing.
- Diversified ETF strategy with periodic rebalancing.
- Enhancing diversification: the risk parity investment strategy.
Lecture 3
Tactical asset allocation strategies.
- Why do trend-following strategies work? Empirical research and evidence.
- How to combine diversification and trend-following principles in practice.
- ETF-based tactical asset allocation strategies.
Lecture 4
Risk level adjustment. Leveraged ETFs. Practical aspects of strategy implementation.
- How to choose a desired and acceptable level of risk: from risk control to risk management.
- Practical implementation aspects: data updates, identifying the need for portfolio reallocation, execution mechanisms, order placement, and trade execution.
Detailed training materials are available on the Investuok website (paid access).
