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Sector Investing (Sector Rotation) Via Quantitative Modeling In Excel

Enhance investing by selecting the right stock sectors and using a hedge to navigate stock market downturns.


Immediate implementation upon learning

Shareable Certificate

100% Online

Approx. 8 hours to complete



What you will get in this course


Fully completed model file that you can use for live investing

Practice sheets on financial mathematics and excel functions with solutions

Guided step-by-step model building process complete with templates

Free Excel-based resources (from the web) to download price data from yahoo finance in bulk

Unlimited lifetime access anywhere, anytime. Learn at your convenience.

Prompt email Q&A support to assist your learning


VBA scripts to automate the data updating and weight optimization process

What you will learn

  • Learn about Quantitative Investing & how it is different from conventional methods of investing

  • Know the pitfalls of buying and holding a pure stock portfolio

  • Know the different stocks sectors and their ETFs

  • Understand the concept and rationale behind sector rotation

  • Learn a quantitative approach to select the right sectors for investment

  • Learn how the use of a dynamic hedge can improve the overall investment performance

  • Learn critical Excel functions required for modelling

  • Understand the intuition behind the math of key financial concepts and their implementation 

  • Know how to model a buy and hold and perform rebalancing.

  • Learn how to implement a sector scoring and ranking system and incorporate a dynamic hedge.

  • Know about transaction costs and how to incorporate them into the model

  • Understand the concept of leverage, how we can use it to boost our returns and how to model it.

  • Learn the concept and math behind key investment performance metrics such as Sharpe Ratio

  • Know what are the transaction costs involved and how to incorporate them into the model

  • Know how to operate the Sector Rotation Model

Course Content

7 sections: ~8hrs total length

1. Introduction

2. Concept of Sector Rotation

3. Excel Crash Course

4. Financial Mathematics

5. Building the Sector Rotation Model

6. Operating the Sector Rotation Model

7. Bonus: VBA Scripts



A keen learning attitude with an open mind

Basic knowledge in Math and Statistics is preferable, but not compulsory

Basic knowledge in Excel is preferable, but not compulsory


We will teach you in-depth a stock investing strategy known as Sector Rotation, from concept to implementation, whose principles are used among hedge fund professionals. While stock sectors generally tread in the same direction as the broader stock market, their individual performance can differ.


We will see in this course how to select the right sectors using ETFs to improve investment performance. Then we will learn how to incorporate a natural hedge into the system to make it more resilient against stock market shocks and downturns. The result is a robust portfolio that is much lower in risk, yet yielding comparable or even higher returns than the broad stock market.

* The strategy taught in this course is applied to the US market.

Our Difference


Say good bye to chart reading, thick annual reports, and an overload of market news

All investment decisions are driven by the model we will build in this course. 

5 minutes of your time each day to update the model is all you need

The model keeps you on course during times of market stress. The result is consistency.

We use Excel. No programming experience is required.

No need to pay for expensive tools or data subscriptions. We use only free resources.

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