01

Understanding Market Cycles

Comprehensive overview of the market cycle phases
Historical case studies of past market cycles and their characteristics
Analysis of transitions between cycle phases

Techniques to identify the current phase of the market cycle
Assessment of market sentiment and its impact on cycle positioning
Strategies for adjusting investments based on current cycle phase

Evaluation of how economic indicators influence market cycles
Analysis of central bank policies and their effects on market behavior
Understanding global economic trends and their impact on local markets

"Buy Red, Sell Green"
How institutional investors operate
Investment thesis and why you need one
Controlling the process vs outcome

02

Portfolio Creation & Management

Formulating a comprehensive investment strategy and investment thesis
Translating investment strategy into a concrete portfolio structure
How to select an asset. Top-down and bottom-up approach
Multiplicators and common misconceptions in traditional "fundamental" approach

Identifying outperforming sectors in different cycle phases
Strategies for rotating between defensive and cyclical sectors
Practical application of sector rotation using ETFs and mutual funds

Leveraging style factors (value, growth, quality) across cycle phases
Understanding size factor dynamics throughout market cycles
Implementing momentum strategies for cycle transitions

Techniques for adjusting asset allocation based on cycle phases
Strategies for incorporating alternative assets throughout cycles
Methods for rebalancing portfolios

03

Market Timing and Technical Analysis

Identifying key chart patterns for entry and exit
Market , sector, asset timing
Recognizing reversal patterns for cycle transitions

Understanding volume to confirm price movements
Interpreting volume patterns for trend strength
Identifying volume divergences for potential reversals

Analyzing relationships between different asset classes
Using bonds and commodity movements to time equity trades
Market Breadth, Market Sentiment analysis and Insiders activity

04

Risk Management Toolkit

Risk-On and Risk-Off regime
Methods for assessing portfolio risk exposure in different cycle phases
Methods for stress testing portfolios for cycle extremes
Strategies for adjusting risk tolerance as cycles mature

Options strategies for downside protection
Utilizing inverse ETFs to hedge against market risks
Diversification strategies using alternative asset classes
Asymmetric hedging

Tactics for navigating high volatility periods
Volatility-based position sizing methods
How to benefit from market volatility

05

Performance Optimization

Selecting appropriate benchmarks for different cycle phases
Techniques for performance attribution across full market cycles
Methods for peer group comparisons throughout cycle transitions

Optimizing asset allocation for current and expected cycle phases
Strategies for minimizing drawdowns during cycle downturns
Tactics for maximizing risk-adjusted returns across full cycles
Portfolio trade-offs, you can't have it all

Understanding volatility drag and its impact on long-term returns
Techniques to minimize volatility drag in portfolio construction
Balancing growth potential with volatility management

Asset class diversification across market cycles
Correlation analysis for effective risk spreading
Mitigating systematic vs. non-systematic risks
Common diversification misconceptions and pitfalls to avoid
Diversification vs Concentration - pros and cons

01

Live Market Insights

Real-time analysis of current market conditions
Identification of emerging trends and potential opportunities
Practical implications for portfolio management

Comprehensive analysis of specific market sectors
Evaluation of sector performance across market cycles
Strategies for optimal sector allocation

In-depth review of global economic trends
Impact assessment of monetary and fiscal policies
Quarterly outlook and possible investment implications

02

Investment Strategy Implementation

Identifying key drivers and catalysts that support or challenge the investment thesis
Determining optimal asset class mix that aligns with the investment thesis
Rebalancing the portfolio to maintain target allocations and risk parameters

Comprehensive analysis of specific market sectors
Evaluation of sector performance across market cycles
Strategies for optimal sector allocation

In-depth review of global economic trends
Impact assessment of monetary and fiscal policies
Long-term forecasts and their investment implications

03

Adaptation

Regular evaluation of our core investment principles
Integrating new market realities into our long-term outlook
Refining our approach while maintaining strategic consistency

Analyzing real-world applications of our investment strategies
Learning from both successes and challenges in implementation
Extracting practical lessons for ongoing portfolio management

Exploring emerging trends and their long-term implications
Evaluating the impact of structural market changes on our strategies
Adapting our approach to evolving economic paradigms

01

Performance Evaluation

In-depth review of portfolio performance against benchmarks
Attribution analysis to identify sources of returns and losses
Assessment of risk-adjusted returns and efficiency metrics

Evaluation of implemented strategies against stated objectives
Analysis of strategy performance across different market conditions
Identification of most and least effective strategic decisions

Monitoring performance towards long-term financial goals
Assessing portfolio growth relative to personal financial milestones
Analyzing the impact of compounding and reinvestment decisions

02

Strategy Refinement

One-on-one consultations to fine-tune investment approach
Tailored advice for improving underperforming areas
Development of action plans for strategy enhancement

Reassessment of portfolio risk levels and tolerances
Adjusting hedging and diversification strategies
Optimizing the balance between risk and return

Exploring potential within the current portfolio
Identifying new investment avenues aligned with overall strategy
Emerging markets research and analysis

03

Continuous Improvement Process

Quarterly review of a maintained investment decision log
Critical examination of the rationale behind key decisions
Extracting lessons from both successful and suboptimal choices

Monthly sessions on applying current market insights to portfolios
Monthly checks on how current market events align with or challenge our investment thesis
Practical exercises in connecting macro trends to specific investments

Bi-annual workshops on portfolio resilience in various market conditions
Simulated strategy adjustments under different economic scenarios
Collaborative development of adaptive investment playbooks

Key Advantages:

Relationship Comes First: We build relationship before building your portfolio
Lifetime Access: One-time fee, no hidden or extra costs
Expert Guidance: Direct access to EXDS Capital professionals
Flexible Formats: Read, watch, listen
Live Support and Q&A: One-on-one and group sessions
Self-Paced: Explore and learn at your own speed
EXDS Proprietary Research: Gain an edge with institutional-grade analysis and research
Practical Focus: Apply concepts directly to your investments
Long-Term Approach: No more need for numerous monthly services - focus on what matters
Fiduciary Standard: We always act in your best interest
Investors hub: Connect with like-minded investors
Limited Spot Availability: Quality over Quantity
Investment Strategy: Get tools to develop a clear and structured path to your financial goals
Exclusive Growth Environment: "If you want to go fast, go alone. If you want to go far, go together"

Process:

01

Fill Investment Profile Questionnaire

We believe in creating meaningful partnerships, and this questionnaire ensures we can provide real value to you while maintaining the integrity of our program.

02

Selection and Enrollment

If your profile is selected, you will receive an invitation to join the program. The invitation includes a payment link, allowing you to finalize your enrollment.

03

Personalized Onboarding

After successful payment, you will receive a detailed onboarding email with all essential program information and next steps.

As part of our commitment to personalized service and partnership, you will also have the ability to schedule a one-on-one call with our managing partner. This call allows us to connect personally, address your questions, and tailor our expertise to your specific needs and aspirations.

Excellence dedicated to solutions

Pricing

Waitlist

Join our waitlist for free insights and priority access to new updates and openings

Free

Features

Monthly market insights newsletter

Exclusive periodic research materials

Priority for future Fund openings

Priority for future Market Mastery Program openings*

Market Mastery Program

One price. One time. Multiple Solutions

$2499/ one-time payment

Features

Lifetime access

Personalized portfolio reviews

Quarterly one-on-one sessions

Access to our Membership Network

* Once the Market Mastery Program is open, you will get a priority notification a few days before launch and ability to fill an investment profile form

FAQ