VI. Assets and Investments
Investing in Secular Stocks Series: Part 4.1 – The 3 Valuation Methods and Fundamental Analysis
There are three major methods of evaluating the value of stocks, that of fundamental or financial analysis, that of technical...
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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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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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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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How to evaluate stocks? Part 1: The factors that influence stock prices
Stock prices and EPS, EY, DY, PER, PEG and PE CAPE Shiller As stocks are shares of the capital of...
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How to evaluate bonds? Part 1: The factors that influence bond prices
Bond prices, interest rates, inflation and credit rating Since bonds are loans made by holders to issuers, entitling to payments...
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How to invest in Bonds (or Fixed income)?
We need to invest in bonds to have income stability and wealth preservation in a diversified portfolio We should invest...
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How to invest in Stocks (or Equities)?
We need to invest in equities to build wealth in a diversified investment portfolio A diversified equities portfolio must contain...
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