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Saturday, June 6, 2020
RETIREMENT
How a raise can work against you
As counterintuitive as it appears, there is a lot of truth to this.
PERSONAL FINANCE
How to build a debt portfolio
Don't overreach for yield or inch down the credit spectrum. A step-by-step guide.
BEHAVIOURAL FINANCE
The role of luck in investing
Luck is the flip side of risk. You cannot understand one without appreciating the other.
PERSONAL FINANCE
The difference that Asset Allocation and Rebalancing makes
You will be surprised to note the impact of these basic portfolio principles.
RETIREMENT
Retirement is not just about saving
It is not a one-time event. It is not a destination. It is not a homogeneous phase.
PERSONAL FINANCE
The need of an Emergency Fund
The importance of one has never been this apparent. Here is a guide on how to go about it.
BEHAVIOURAL FINANCE
You MUST ask yourself this question
Which mistake can I least afford to make? It is the most relevant question today.
Read More...
MPT Statistics and Information Ratios
How Much Should You Rely on Beta?
Should You Bank on Alpha?
What Does R-Squared Reveal?
Sharpe Ratio: Are Your Fund's Returns Worth the Risk?
Sortino Ratio: Are Your Fund's Return Worth the Downside Risk?
Treynor Ratio: Is This the Best Way to Judge Risk/Return?
Morningstar’s Fact Sheets & Methodology
Morningstar Rating™ for Funds Methodology
Morningstar Style Box™ Fact Sheet
Morningstar Analyst Rating™ for Funds Fact Sheet
Morningstar Rating™ for Stocks Fact Sheet
Morningstar® Equity Research Methodology
Morningstar® Economic Moat™ Rating
Getting Started
Why: Invest in Funds
Build: A Portfolio
Make: Investment Statement
Avoid: Making Mistakes
Practise: Analysing Funds
Understand: Asset Allocation
Learn: About Risk-Return
Know: When to Sell
Question: Your Advisor
Our Tools and Research
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Can Star Ratings Predict?
Understanding the Style Box
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Difference: Star and Analyst Ratings
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FAQ: Stocks’ Star Rating
Fair Value Calculation
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