Building Resilient Portfolios with ETFs
2 weeks
·Cohort-based Course
This course teaches you how to design, test, and refine a resilient ETF portfolio using professional tools and frameworks.
Building Resilient Portfolios with ETFs
2 weeks
·Cohort-based Course
This course teaches you how to design, test, and refine a resilient ETF portfolio using professional tools and frameworks.
Industry Experience & Media Features
Course overview
Build a Professional-Grade ETF Portfolio You Can Trust
In this course, students will transform the way they approach investing by moving beyond guesswork, robo-advisors, and scattered stock-picking into a disciplined, professional-grade portfolio process.
Instead of vague rules of thumb, you’ll gain access to the same frameworks and tools that institutional asset managers use—including proprietary models from Dantes Outlook—presented in a clear, simplified way that anyone can apply.
By the end, you’ll know how to select ETFs with intention, construct diversified allocations, and stress-test your portfolio against real-world market shocks. You’ll walk away not just with knowledge, but with your own complete, resilient ETF portfolio plan—something that typically requires expensive advisory services—unlocking smarter, more confident investing that was once reserved for the pros.
Who is this course for
01
Serious DIY Investors
Individuals managing $20K–$250K on their own, often using robo-advisors or stale solutions
02
High-Earning Beginners
Young/mature investors with steady income and growing savings, interested in long-term wealth building beyond pension
03
Financial Advisors & Aspiring Pros
Advisors, wealth managers, or CFA/FINRA candidates looking to sharpen portfolio and communication skills
Prerequisites
Basic Understanding of Investing
Know fundamental concepts like stocks, bonds, and ETFs. No advanced finance background is required—just familiarity with basic terms
Comfort with Online Tools
You’ll need to create free accounts on platforms like TradingView and Koyfin. If you can navigate a website and use spreadsheets, perfect
Commitment to Apply What You Learn
This is a hands-on, workshop-style course. Be ready to build, test, and refine your own ETF portfolio. Be ready to engage fully with peers
What you’ll get out of this course
Design a personalized global ETF portfolio tailored to your risk tolerance, time horizon, and financial goals.
You’ll learn how to select the right mix of equities, bonds, and alternative assets from around the world, then apply professional allocation frameworks to structure a portfolio that balances growth and protection—one that’s truly aligned with your unique investment objectives.
Evaluate and select multi-asset ETFs using liquidity, cost, and index methodology criteria.
You’ll gain a step-by-step process to compare ETFs side by side, understand what’s under the hood of each fund, and confidently choose the ones that best fit your portfolio objectives—avoiding hidden risks and common investor mistakes.
Build and stress-test model portfolios to identify strengths, weaknesses, and real-world resilience.
You’ll use professional tools like Portfolio Visualizer and Koyfin to run scenario analyses, backtests, and risk diagnostics—revealing how your portfolio would hold up in market crashes, inflationary shocks, and other real-world events.
Actionable Tactical Frameworks
Learn when and how to implement tactical allocations or satellite tilts using real-world data. Apply rules-based rotation strategies to enhance portfolio resilience.
Global Market Awareness
Gain perspective on international equities, bonds, and alternative assets.
You'll also understand how macro and technical trends influence asset allocation decisions.
Peer and Instructor Feedback
Receive actionable insights from cohort discussions and instructor reviews. Compare portfolios, share strategies, and learn from real-world examples. You can even leverage Dantes Outlook's quant team for custom needs.
Long-Term Investment Discipline
Walk away with a repeatable framework for ongoing portfolio review and improvement. Transition from reactive investing to a structured, confident approach. We're here to help.
What’s included
Live sessions
Learn directly from Damanick Dantes, CMT in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
3 live sessions • 9 lessons
Week 1
Week 1: Building Blocks of Portfolio Resilience
Week 2
Week 2: Stress-Testing & Refining Portfolios
Post-course
Nov
27
Live Session 3 (Closing Workshop)
Nov
27
Live Session 2 (Interactive Workshop: Active Portfolio Management)
Nov
20
Kickoff Workshop (Case Studies & Analysis)
Integration
Bonus
BONUS MODULE
Meet your instructor
Damanick Dantes, CMT
Damanick Dantes, CMT is an investment professional specializing in global asset allocation and ETF portfolio construction. He is the founder of Dantes Outlook LLC, where he leads portfolio strategy and oversees a quantitative research team. His prior experience includes roles at firms such as Fidelity Investments.
Damanick holds the Chartered Market Technician (CMT) designation and serves on the CMT Association board. A trusted voice in financial media, his insights have appeared in The Wall Street Journal, CNBC, and other outlets.
He also mentors students through Babson College’s Cutler Center for Investments and Finance. Damanick has built a global network across many countries—key to his investment approach and entrepreneurial efforts.
He holds a B.S. in Economics and Finance from Babson College and is based in New York City.
D A N T E S O U T L O O K
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Building Resilient Portfolios with ETFs
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Market Intelligence for Resilient Portfolios
This market intelligence report is updated quarterly, presenting data on investment trends, moving beyond traditional portfolio strategies. We emphasize a rules-based, relative strength approach to asset allocation, utilizing various models to identify market opportunities and manage risk. Ultimately, the document outlines our unique approach to managing portfolios, focusing on dynamic adjustments to help clients meet long-term goals. This is a similar framework we will build during the course.
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Course schedule
4-6 hours per week
See Syllabus for Live Session Dates
12:00pm - 1:30pm EST
Weekly projects
2 hours per week
Frequently Asked Questions
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