Browsing: Investing
Investment principles, portfolio construction, asset allocation, valuation and risk management. Use research and worked examples to assess returns, costs and diversification across asset classes.
Learn how bond, CD and GIC ladders stagger maturities, with a five-rung example, rollover choices and the credit, liquidity and reinvestment risks to check.
A practical starting point is to invest 15% of pre-tax income for long-term goals, or roughly 10% to 20% of…
A friend of mine, Mark, had a great problem until it became a bad one. He let a handful of…
A client recently asked me about investing in “Terafab,” and my first response was simple. Which one? That name points…
Use CAGR for investments without external cash flows and XIRR for dated deposits and withdrawals. See worked annualized-return examples and common calculation mistakes.
A friend of mine, Alex, once called me after spotting a high yield bond fund with a headline yield that…
You’re reviewing a bond quote, and one line looks wrong at first glance. The bond’s face value is $1,000, but…
Your bank balance may look stable, but if your savings rate trails the rise in everyday costs, your spending power…
You’re probably here because direct real estate feels appealing, but the entry barrier doesn’t. A rental property can demand a…
A founder is ready to sell, a sponsor sees a chance to improve margins, and an investor is deciding whether…