A practical cheatsheet on position sizing for investors and traders: why size matters as much as selection, fixed fractional (risk per trade) sizing, volatility targeting and inverse-volatility...
A practical cheatsheet on investing a windfall all at once or in installments: what Vanguard, Schwab and academic research found, why lump sum usually wins and what dollar-cost averaging actually...
A practical cheatsheet for writing a personal Investment Policy Statement: the sections that matter, how to turn goals and risk tolerance into targets and ranges, rebalancing rules backed by...
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...