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Wednesday, April 1, 2020
RETIREMENT
The unknowns in retirement planning
Retirement planning is way too complicated for simple rules of thumb. And the real world is not very accommodating of our assumptions.
INSIGHTS AND PERSPECTIVES
When does Investing become Speculation?
These terms are flung around so often. But what do they really mean?
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.
PERSONAL FINANCE
5 pointers to check your Financial Independence
Behavioural Finance expert Sarah Newcomb shares pointers that will help you make better decisions.
PERSONAL FINANCE
Have the right mindset when you consider term insurance
The wrong thought process can be detrimental to your overall financial mindset.
PERSONAL FINANCE
How will the dividend tax impact you?
It goes without saying, that filing of returns will now be that much more cumbersome.
RETIREMENT
The bucket approach to retirement allocation
Retirement Saver Portfolios are geared toward people accumulating assets for retirement. Retirement Bucket Portfolios are different.
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
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