Blog
The impact of duration on bond investing
You've certainly wondered why your portfolio is experiencing a high drop. One of the main reasons lies in a concept not always known and not always easy to understand: duration.
Bear Market: when we start to doubt
What is Bear Market? The market environment is negative. There is pessimism and distrust. A kind of denial of reality. Can we see here a positive sign for the future?
The 60/40 portfolio
The foundational 60/40 portfolio, where 60% is invested in stocks and 40% in bonds, is the initial starting point for many portfolios. Let's explore this topic.
What is the Modern Portfolio Theory
The Modern Portfolio Theory is an investment strategy that seeks to maximize the profitability of a portfolio taking into account the risk assumed in the investments.
Other factors to consider when calculating Return on Investment
Examining the return on investment characteristics of an asset or an investment portfolio is one of the essential steps in finding the ideal portfolio.
The weighted rate of return: TWRR vs. MWRR
In this article we will look at the concepts of TWRR and MWRR, i.e. time-weighted rate of return (TWRR) and money-weighted rate of return (MWRR).
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