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Wednesday, February 19, 2020
PERSONAL FINANCE
The index levels should not bother you
A long-term investment strategy can't be properly assessed using a short-term metric.
PERSONAL FINANCE
The market is NO benchmark
Used properly, benchmarks are essential in achieving long-term investment goals.
RETIREMENT
The bucket approach to retirement allocation
Retirement Saver Portfolios are geared toward people accumulating assets for retirement. Retirement Bucket Portfolios are different.
PERSONAL FINANCE
Why a cashless claim may require you to pay
Have a Cashless Mediclaim health insurance policy? Well, do give this a read.
RETIREMENT
7 retirement planning tips
Whether you're embarking on retirement in a few years or you have a long way to go,this deserves a read.
RETIREMENT
4 mistakes that can hurt your retirement planning
This appears simple, but slip up here and the repercussions could be lethal on your portfolio.
BEHAVIOURAL FINANCE
A wants-based approach to your finances
Have you ever considered what you really want from your investments?
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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