Stocks

Understanding Correlation in Investment Portfolio Management

Investment portfolio management is an essential aspect of financial planning, and investors must make informed decisions to optimize their returns. One of the most important factors to consider when constructing an investment portfolio is correlation.

How to Use Discounted Cash Flow to Evaluate a Company

When evaluating a company, one of the most important factors to consider is its ability to generate cash flow. However, it is not just the amount of cash flow that matters, but also the timing of that cash flow. This is where the discounted cash flow (DCF) method comes in. In this article, we will explain what DCF is and how to use it to evaluate a company's value.

Actively managed funds

We explain what actively managed funds are and what the pros and cons are

DCA (Dollar Cost Averaging) on S&P 500 over the past 20 years

Dollar Cost Averaging (DCA) is a popular investment strategy that involves investing a fixed amount of money at regular intervals, regardless of the market conditions. In this article, we will explore how DCA would have performed on the S&P 500 over the past 20 years. The S&P 500 is widely regarded as a benchmark index for the US stock market and represents the performance of 500 large-cap US companies. By analyzing the performance of DCA on the S&P 500 over the past two decades, we aim to provide insights into the effectiveness of this investment strategy for long-term investors.

Investing in index funds for beginners

A guide on how to choose market indices through instruments such as ETFs and index funds

Passively managed funds

We explain what passively managed funds are and what the pros and cons are

Warren Buffet's story: how he started investing and where he got to today

A chronological history of the Oracle of Omaha: 1930-2021

Comparison of the 5 most capitalized companies by sector in the S&P500

In this article we go over the performance, performance of a $1,000 investment, correlation and other statistics of the top 5 capitalized companies by sector in the S&P500 over the past 10 years: technology, healthcare, energy, consumer goods and finance

Russian stock index performance over the past 20 years

This article goes on to examine the performance of the Russian MOEX index over the past two decades

Comparison of the 5 most capitalised companies in the FTSE MIB

In this article we examine the performance, correlation and other statistics of the top 5 capitalised companies in the FTSE MIB

Performance comparison of different asset classes

This article examines the performance of different asset classes over the past 10 years: equities, government bonds, corporate bonds, gold