This week, we discuss how Jerry approached his Tesla trade during last week’s parabolic move up, the value of sleeping well at night in comparison to chasing maximum returns, whether Trend Following models can be successfully tilted toward ESG (Sustainable) Investments, thoughts on Negative & Positive Skew, the perceived drawbacks of CTA diversification when stocks are going up, and we also compare Trend Following on stocks, to a fully diversified, Trend Following system. Questions we answer this week include: What do you do next when you have a significant amount of new AUM? Do you have any tips or methods, whether psychologically or built into your models, for handling euphoric gains? How many markets, and how much allocation to each market, do you recommend when constructing a Trading Universe?

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 – Intro

01:08 – Macro recap from Niels

01:44 – Weekly review of performance

04:59 – Top Tweets

18:45 – Announcement of special guest Eric Crittenden, from Standpoint Asset Management, joining us on the show in a few weeks

26:21 – Jacob; Question 1: When you have a significant amount of new available equity, what do you do next?

32:57 – James; Question 2: How do you manage a position that makes a Parabolic move, such as Tesla?

41:18 – Matt: Question 3: What methods do you use to handle euphoric gains?

01:01:51 – Camron; Question 4: What is the best way to compile a Trading Universe? How many markets, and how much allocation to each market?

01:04:42 – Sam; Question 5: Are you aware of any Trend Following Traders who tilt towards ESG (Sustainable Investing)?

01:07:23 – Seth; In response to last week’s request to listeners, shares how he thinks TF should be best described as an important part of your portfolio

01:10:30 – Benchmark performance update

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer