Safe Bucket and Investing for Fixed-Income: What Are the Risks?
Revisiting “When Should the Game Change” and “How I Changed My Money Game” About ten months ago, I wrote a post, How I Changed My Money Game, in which I discussed how changes in my…
Revisiting “When Should the Game Change” and “How I Changed My Money Game” About ten months ago, I wrote a post, How I Changed My Money Game, in which I discussed how changes in my…
Revisiting When Should the Game Change? About two years ago, I wrote a post, When Should the Game Change?, in which I discussed how each person can examine his circumstances, goals/objectives, and risk tolerance to…
Since their peaks in Oct/Nov 2021, high growth stock prices have been hammered much more than the major indices. It’s typical for growth to outperform in bull markets and underperform during bear markets. As I’ve…
Today, I heard a story that’s repeated regularly: very few professional money managers outperform their benchmark index. The study was conducted by Morningstar, and it reported that 47% of active managers outperformed their passive counterparts…
Many decisions in life are based on risk versus reward. That’s certainly true for investing, or at least I think it should be true. How much can you gain and how much can you lose.…
WHY BENCHMARK In investing, a benchmark is something against which an investor can measure returns. It provides a yardstick, often to determine whether an active investment strategy is outperforming a passive strategy. Clearly, if a…
WHAT You may have heard the term CAGR. It’s an acronym for Compound Annual Growth Rate. Said another way, it provides investors or borrowers a way to compare returns of various time periods by converting…
MY JOURNEY TO FINANCIAL FREEDOM Those who have read my posts over the years know that I started planning and striving for financial freedom shortly after I graduated from the university. It was a 15-year…
This is Part 6 in a series about analyzing growth stocks. I had intended on Part 6 being about various financial and other metrics that are important for monitoring the progress of a growth company.…
I first wrote this in May 2017. I’m posting it here again to point out that getting to the truth and having a complete understanding of financial choices is a prerequisite for making informed, good…