Bond Basics
with No Comments

Bonds are like the iron rods put in the bottom of sailing ships. They don’t make the ship go faster, but they do keep the ship from capsizing in stormy weather.

What Is The Sharpe Ratio?
with No Comments

At best, the Sharpe Ratio is a single hard coded straight-line preference curve, and the portfolio with the highest Sharpe Ratio is not necessarily the one which will give you the best chance of meeting your goals.

What Is A “Risk-Free” Guaranteed Investment Return?
with No Comments

There is no such thing as a risk-free, guaranteed investment. Everything has risks.

What is Margin?
with No Comments

We don’t normally recommend being on margin, but we recommend having the option in case it is needed.

What Is Turnover Rate?
with No Comments

Beware the turnover rate. It’s much wiser to invest in funds managed by people you trust.

What Is Correlation?
with No Comments

The correlation between two investment is used in portfolio construction and rebalancing.

P/E Ratio
with No Comments

P/E ratio tells you how many dollars you have to invest to receive $1 in earnings.

Subscribe to our newsletter!