Investing research, market analysis, and methodology — put the tools to work.
Investing Education
In a crash your stocks fall together — spreading across US, tech, small-cap and international barely helps. Whether the rest of a 'diversified' portfolio holds up depends on the kind of crash: bonds and gold hedge in a flight-to-safety shock, and fail in an inflationary one.
Investing Education
You can hold six different household-name stocks and still own, in risk terms, a single bet. Here is a deliberately naive "looks-diversified" basket, decomposed into what it is actually exposed to — sector, market-cap tier, market beta, style tilt and where its risk really sits.
Strategy Research
The most recognized portfolio in retail investing — 60% stocks, 40% bonds — put through a backtest, a risk decomposition, and a correlation matrix together. What the historical data shows about where its return, its drawdowns, and its risk actually came from.
Investing Education
A price chart shows what a share is worth. It doesn't show what a holder earned. On a real dividend payer over 20 years, the two numbers are worlds apart — and the difference is the reason our analyses use adjusted prices.
Investing Education
Beta measures how much a stock moves with its benchmark; alpha is the return left over that the benchmark doesn't explain. Both are only ever true relative to the benchmark you pick — and on one real stock, changing the benchmark flips the answer.
Investing Education
What a correlation of 0.9 means in practice, how to read a correlation matrix, and why a low pairwise number can still leave you concentrated — worked on six well-known holdings.
Investing Education
A plain-English definition of risk-adjusted return, then two real securities with nearly the same Sharpe ratio and very different drawdown experience — the case the ratio doesn't show you.
Methodology
Choosing holdings and weights, why the rebalance cadence changes the result, and which metrics read differently for a whole portfolio than for one stock — worked on a simple three-holding example.
Strategy Research
While the strategy cuts drawdowns in almost every fund, it improved risk-adjusted returns in only 4 of 41.
Investing Education
Two strategies with the same return can be worlds apart. Maximum drawdown is often the number that separates them.
Methodology
A plain-English walkthrough of what a backtest actually measures — and the traps that make a great-looking curve misleading.
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