Learn2022-02-12T03:26:09+00:00

Blog

Golden Butterfly

By |Strategy|

This strategy has evolved from Permanent Portfolio by Harry Browne. While it aims to reduce risk, it also adds exposure to upcoming growth market, thus giving it an edge. It distributes assets into five main allocations: Total Stock Market: for when there is economic expansion

All Weather/All Season

By |Strategy|

This strategy is a simplified version of Ray Dalio’s All Weather Fund, a popular hedge fund amongst institutional investors. It aims to perform well across all environments. While the All Weather Fund does a lot of active management not available to everyday investors, this

60/40 Stocks & Bonds

By |Strategy|

This simple investing strategy has been a benchmark for many traders for over 50 years. This strategy aims to provide a distributed allocation between stocks and bonds. Being invested 60% in stocks and 40% in bonds is meant to give you an edge when

The Only Investing Metrics You Should Care About

By |Glossary|

TL;DR CAGR: Annualized returns over multiple years, smoothens the returns Max Drawdown: The most that an investment has fallen from its all-time high. Annualized Volatility: The % of upswings and downswings that an investment has gone through over multiple years.  Sharpe: A measure of return for each

What You Need to Know About Investing Strategies

By |Glossary|

TL;DR Steady Strategy: Allocations stay the same; rebalancing once a year is recommended Energized Strategy: Allocations may change every month depending on strategy rules and market performance. Rebalancing to currently monthly allocation is recommended.  There’s countless ways to categorize investing strategies. But we’re reimagining these from

Am I saving too much money?

By |Learn|

Starting a job as a fresh new graduate, with the thrill of a paycheck every two weeks, is empowering and is the first step towards financial freedom. Just like most millennials, you’ve listened to the advice doled out by your folks and put a substantial chunk

Go to Top