How do I 'sell' an investment strategy?

[Pekelo]

OP's strategy is very correlated to the market? Maybe he is just long of an Ultra ETF.

He has been here for 5 years and never heard of C2, what does that tell us?

 

[NoBias]

I know I can probably find suckers even though I don't think anyone will actually be upset with investing in this strategy but the hard part is that it needs to be legal.

Pretty much says it all...

Previous posters wasting their time being polite... Snake oil is snake oil.

GTFO

 

[GotherL]

Use Twitter and StockTwits post real time entries and exits, if you are a success users will flock, after a few months you announce you are starting a chat room for a fee, if people want to get in they should send you a request to get on the list, if you get enough requests you go ahead with it, enjoy a monthly stream of income, you will no longer be posting real time entries on Twitter/ST, instead you will post results from trading and lines like chat room killed it today, chat room banked big, this should attract more users and members of your chat might post on social as well attracting even more users, I've seen it done by multiple traders I follow on Twitter.

I think your confusing daytrading with investing.
It's a longterm investment strategy. He wants money asap. It would take a year to realize profit and by that time his followers would be long gone.

 

[Deuteronomy_24_7]

It's a longterm investment strategy. He wants money asap. It would take a year to realize profit and by that time his followers would be long gone.

Yes, he should set up as an RIA and gather patient, long-term client capital to manage with his strategy. But that takes elbow grease. He wants to get rich quick

 

[qxr1011]

I have an investment/trading strategy that I think is profitable.

"Don't think you are, know you are" Morpheus (Matrix)

When you will know you have really profitable strategy (and I am not talking peanuts) you will know how to sell it, but probably you will refuse to sell it.

There are no poor geniuses in trading, but plenty of poor people who think they are geniuses.

 

[MagellanTrade]

Post your trade and the results. If you're consistently making upside for people, then people will buy it or you'll get offers to join a bigger group.

 

[Sig]

Hello!

I have an investment/trading strategy that I think is profitable. It's pretty correlated with the S&P 500 but there are both a larger upside and downside (so greater risk/reward), however IMO a better sharp ratio.

To start with it would be helpful to understand that "It's pretty correlated with the S&P 500 but there are both a larger upside and downside" (which is what we call Beta in the finance industry) is mutually exclusive with "a better sharp ratio" (spelled Sharpe and usually capitalized, after William Sharpe who came up with it). It's constrained by math, the Sharpe Ratio is a formula not a opinion. That formula is defined as:

.
You just described a strategy with a higher portfolio standard deviation (the denominator of the Sharpe ratio) than the index, hence a smaller Sharpe ratio than simply investing in the index.
You emphasize that you want to do this legally, which means you'll need to actually convince people who know about these things to invest in you. If you use 16 words to describe what the industry refers to using one word, Beta, then that's not going to happen. If you make a claim at the end of sentence that is contradicted at the beginning of that same sentence, it's not going to happen. You need to be able to convince people that you're a competent professional, and without any malice I think you're not quite there yet. As I've suggested a number of times, there are awesome free finance MOOCs out there by some of the best professors at some of the best universities. You'll learn a ton, it will make you a better trader, and you'll be able to sound like a professional which will also help you get better because other professionals can engage with you at their level. Sincerely wish you luck in your journey, just know that it will be a journey of at least a few more years.

 

[Leigho]

If you had a real winning strategy, selling it would make no sense. If anything, you would be on these boards asking where's the best place to dock your brand new 150' yacht, that was just paid for in cash.
You know what I mean?
If you have a winning strategy, milk it for all its worth, and take the money and run.
Good luck!

Hello!

I have an investment/trading strategy that I think is profitable. It's pretty correlated with the S&P 500 but there are both a larger upside and downside (so greater risk/reward), however IMO a better sharp ratio. I would like to see if I can manage other people's money using this strategy without going the hedgefund route as that's unreasonable for me (don't have the know-how or upfront capital) and I don't know how well the strategy will do once it's scaled up to millions of dollars.

I looked at the website called Coinvest and while that would work, I have a hard time believing that my strategy would be accepted and listed on their platform. Right now it seems like there are only 50 strategies on the website and most are run by actual established investment advising firms. I am an independent no name investor, with a BS in Economics.

Is there a creative but LEGAL way to make money off my strategy other than investing my own measly savings in it, which I already do. Maybe a legal way to either advise or manage other people's money (not friends/family). I don't plan on actually making a living off of this, at least not in the beginning so fees will be a bare minimum, near 0 management fee (only to cover costs of market data) but with a higher performance fee >20% as I believe in the strategy. I'm in it for the experience, the performance record, and if I can add a few $1000 to my annual salary that would be great.

Perhaps some sort of crowdfunding or lending route? I am willing to get my Series 65 but at the end of day, I would need some clients. I'm looking to manage around $100k to start off. I can put some of my own money in the fund.

Any ideas on how to accomplish this? I am based in the US.

Thanks!

Good answers from other posts. Many investors/ Investing companies have funds & strategies they corner the market with. Google guys like Michael Milken. Establish a profitable trade history- now using your strategy. Help others succeed with it, then sell it- believe it or not Cheezy a$$ testimonials do count. You can actually aim for a patent if you have a novel design. I designed a similar fund that is used in the UK, now, that an incompetent lawyer dragged his feet on and let me get duped on, SO BE CAREFUL. You can also, sell it in books or other publication forms- but make sure it works first.

 

[viruscore1]

Right....

If you had 50k to start off and made 20% a year, you only end up with $2M after 20 years. That's why you need more capital, which is what I'm trying to figure out how to get

And the more money I have, the less I will be inclined to invest in risky strategies and thus, after about 1M, my yearly return will probably drop to maybe 5-10%. Not to mention, the older I get, I also will be less inclined to invest in risky assets. So not gonna be in my 150' yacht any time soon.

Thus, at some point in time, it makes sense to risk other people's capital.

You have one thing right. A 150' yacht will cost about 5k a month just in maintenance and dockage. With a yacht that size you will need about 3 person crew, average salary about 50k/year. You will realize it's not an investment at all, just an expense.

 

[dealmaker]

You have one thing right. A 150' yacht will cost about 5k a month just in maintenance and dockage. With a yacht that size you will need about 3 person crew, average salary about 50k/year. You will realize it's not an investment at all, just an expense.

Yachts get chartered....