Should You Expect A Santa Claus Rally?
The S&P 500 has generated positive returns 79% of the time since 1950 during the Santa Claus rally. Should we expect it in 2020?
» Read more
What Is ESG Investing?
The objective of any investment is to achieve growth. But what if you can grow your assets and at the same time be socially responsible? Such options have gained traction recently in the form of ESG investing.
» Read moreBooks Suggestions
Here is the list of financial books for your consideration. All of these books made a significant difference in our wealth building journey. Hope it makes a difference in your wealth building journey.
» Read moreDo’s and Don’ts of the Bear Market
Bear market declines are hard to stomach for any investor. In fact, during bear markets or during large market declines, it is a challenge to stay the course when the majority are panic selling. This article discusses do’s and don’ts to consider during bear markets or during large market declines.
» Read moreTraining Your Mind: Self-Care
Do you know that having a self-care routine can help reduce stress and build resilience? What does “self-care” mean to you? What is your self-care routine? Read or listen more in this article.
» Read moreIs It Worth It To Tilt Your Portfolio Towards A Small Cap?
Based on the last 10-years of risk and return measures, small cap stocks are underperforming and are more volatile compared to the large cap stocks. Is it worth it to tilt your portfolio towards a small cap stocks? Read more in this article.
» Read moreRisk and Return: Standard Deviation and Sharpe Ratio
Standard Deviation is one of the most common measures to gauge volatility of a mutual fund or an ETF. Sharpe Ratio measures risk-adjusted return of an investment. How do you use these statistical measures to evaluate the performance of a fund or an ETF in your portfolio? Read Here.
» Read moreRisk and Return: Making Sense of Alpha and Beta
Alpha and beta are risk and return measures of the investment. Alpha represents the unsystematic risk. Beta is used to measure systematic risk. Average investor like you and I cannot control the systematic risk (beta) but we can manage unsystematic risk (alpha) with diversification. Investing in a broadly diversified index fund is one of the ways to manage unsystematic risk.
» Read more5 Keys to Successful Investing
The five keys to successful investing are Risk, Discipline, Patience, Time and Investor Psychology. Read more in this article.
» Read moreTraining Your Mind: Self-Awareness
Self-awareness, a concept that mystics and philosophers have used for centuries, has recently become mainstream. Self-aware people are able to manage stress better, have higher emotional intelligence (EQ) and stronger, long lasting relationships. All this leads to a fulfilling and rewarding life. Fantastic! That’s exactly what everyone wants. So, what […]
» Read more