Investing Series Guide
Simple or Lazy Portfolio Series (DIY): Part 1 – Overview
What are simple investment portfolios The advantages and disadvantages of simple portfolios Concrete investments suitable for the composition of simple...
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Choosing Mutual Funds Series: Part 5 – Funds availability and currency of investment
Mutual funds available to the investor The denomination currency of the investment in the fund Investments in stocks must be...
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Maximize time invested in the stock market instead of market timing: Part 2. Impossibilities and losses (cont.)
#3 We may lose some of the best daily returns on the market, with great impact on total investment profitability...
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Maximizing time invested in the stock market instead of market timing: Part 1 – Biases and losses
Temptations, vices and other pitfalls of seeking market timing What is market timing? What are the implications of market timing?...
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ESG Investing Series: Part 9 – Developments and models of corporate governance regulation in the world
The main regulatory advances of corporate governance: Cadbury Report (UK), Principles of Corporate Governance (OECD) and Sarbanes-Oxley (US) The 2...
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Choosing Mutual Funds Series: Part 4 – Costs and impact on returns
The various costs of mutual funds The average costs of mutual funds vary widely between categories, but more significantly between...
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Choosing Mutual Funds Series: Part 3 – The mutual funds returns
The average returns obtained by individual investors are lower than those of the main market indices of these assets The...
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Rebalancing is key in the risk management of investment portfolios
It is proven that the allocation of assets, i.e. the chosen combination between equities and bonds, determines more than 90%...
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Choosing Mutual Funds Series Part 2 – The main funds’ types and the investment policy
The main types of mutual funds: by object, money market (or treasury), shares, bonds or balanced/blend; by management model, active...
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Choosing Mutual Funds Series: Part 1 – Overview
What are mutual funds? Publicly traded or variable capital investment funds and closely held or fixed capital Traditional mutual funds...
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