A practical cheatsheet on concentration risk in cap-weighted index funds: how cap weighting works, how concentrated the S&P 500 is in mid-2025 and how that compares with history, how to measure it...
A practical cheatsheet on drawdowns and risk metrics, using the spring 2025 tariff sell-off as the running example: drawdown, max drawdown, underwater periods, the asymmetry of losses, volatility,...
A practical cheatsheet for the new-year portfolio review after a strong 2024: calendar vs. threshold vs. hybrid rebalancing, the 5/25 bands, drift math, tax-aware rebalancing with cash flows and...
A very concise description of habits and principles to help you achieve wealth over time.
Videos of real-time reactions to what happened on May 6th 2010 - famous stock market flash crash.