The Consequence Of Misinformation In Assessing Investment Performance
Apr20

The Consequence Of Misinformation In Assessing Investment Performance

Misinformation in assessing investment performance leads to poor investment decisions, and losses in investing over many years. The reason behind the problem are bad habits formed by years of brainwashing & the wrong mindset. There are two crucial factors in investing related to evaluating investment performance. This post empowers investors with the knowledge needed to overcome the misinformation.

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Why Year End Investment Results Don’t Matter
Dec31

Why Year End Investment Results Don’t Matter

Conventional wisdom says that investors should review their portfolio’s annual performance (returns). I discuss why conventional portfolio and investment evaluation metrics are not meaningful or relevant, and why investors should not rely or pay too much attention to them.

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Don’t Get Hung Up On The Financial Jargon, Filtering Out The Noise
Nov21

Don’t Get Hung Up On The Financial Jargon, Filtering Out The Noise

For many investors, the jargon used in reports & earnings calls is largely foreign, Yet, the desire to learn it can leave you overwhelmed and confused. Fortunately, with most investments it all really boils down to focusing on a few key issues out of the vast amount of information!

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Myth: It Is Easier To Make Money With More Money
Feb11

Myth: It Is Easier To Make Money With More Money

This is a short follow up post to the previously talked about investment myth that “you need a lot of money to invest”. Lets recap some of what we learned from the previous myth: Its a myth propagated by those who usually don’t actively invest on their own. Money is just the physical resource that you would use when investing. Knowledge is the real key which allows you to grow a small sum of money into a larger one....

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P2: Advantages Of Function-Centric Investing
Sep04

P2: Advantages Of Function-Centric Investing

In Part 2, I continue discussing a few more advantages & benefits of function-centric investing.  [Approximate Reading Time = 15 minutes]. In addition to the advantages discussed in Part 1, function-centric investing allows for the inclusion of new asset types & categories. You can be diversified into many areas, or concentrated in a narrow range of investments.  It also ensures each investment decision made is not arbitrary,...

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P1: Advantages Of Function-Centric Investing
Aug28

P1: Advantages Of Function-Centric Investing

This article expands on advantages & benefits of function-centric investing / capital allocation, that was touched upon in the introduction article. I’ve added some examples to help illustrate the points. [Approximate Reading Time = 15 minutes]. In Part 1, I will discuss how function-centric investing gives the investor flexibility to adapt to changing conditions, plan for market downturns, and handle & avoid risk.  I...

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