Portfolio
Accumulating vs Distributing ETFs: Which Should You Choose?
Accumulating or distributing ETF? The choice affects tax timing and long-term compounding. How to decide based on your horizon and income …
The 4% Rule: How Much Can You Safely Withdraw in Retirement Each Year
The 4% rule defines the annual withdrawal rate that lets a portfolio last 30 years. How it works, why Europeans need a lower rate, and how …
Lazy Portfolio: How to Build a Low-Cost ETF Portfolio That Beats Most Active Funds
A lazy portfolio outperforms 90% of active funds with two ETFs and one hour per year. Complete guide to the best models for European …
The 60/40 portfolio: historical analysis of a 500 euro/month PAC
Historical analysis of a 60/40 stock-bond portfolio: origins, results of a 500 euro/month PAC with annual rebalancing, benchmark comparison …
Free ETF Portfolio Simulator: practical guide
How to use a free ETF portfolio simulator to test a strategy, compare benchmarks, and move to execution with Wallible.
Understanding Risk Tolerance and Its Importance in Investment Portfolio Management
Investing is an important way to grow wealth over time, but it can be risky. The key to successful investing is understanding your own risk …
Top 5 ETFs for Investing in Megatrends
Here are the top 5 ETFs for investing in megatrends.These trends can present unique opportunities for investors to generate long-term growth …
The importance of ROE (Return on Equity) in company valuation
ROE is an important valuation metric because it indicates how efficient the company is in the use of its capital. A company with a high ROE …
Leverage: a double-edged sword for the investor
Leverage is a technique used by investors to increase the potential return on their investments. In simple terms, leverage means using …
Compound interest: the secret to growing your savings
Let's see what compound interest is and how it affects the exponential increase in value of one's investment portfolio over the years
Investment strategies in the current economic environment: a challenge for investors with the help of ChatGPT (OpenAI)
Let's see how AI (Artificial Intelligence), in particular the famous ChatGPT by OpenAI, constructs a diversified investment portfolio across …
Price/Earning (PE) and Price/Earning to Growth (PEG): how to use these financial indicators to make investment decisions
Let's look at these two financial indicators and how they can be used among the parameters to assess the goodness of a company for its …
Top 5 ETFs by Capitalization: A Comprehensive Review
In this paper, we will take a closer look at the first 5 ETFs for capitalization. These ETFs represent a diverse range of industries and …
The best resources and sites to learn how to invest in the financial markets
Investing can be a powerful tool for building wealth and achieving your financial goals, but it can also be complex and daunting for …
Investing with Capital Accumulation Plans (CAPs)
Investing can be a great way to grow your wealth over time, but it can also be overwhelming and confusing. One investment strategy that is …
Actively managed funds
We explain what actively managed funds are and what the pros and cons are
DCA (Dollar Cost Averaging) on S&P 500 over the past 20 years
Dollar Cost Averaging (DCA) is a popular investment strategy that involves investing a fixed amount of money at regular intervals, …
Average Annual Return (AAR)
Let's see how Average Annual Return is defined and how to evaluate it for an investment portfolio
Passively managed funds
We explain what passively managed funds are and what the pros and cons are
An investment portfolio comparing Inflation Linked Bonds and Ordinary Government Bonds
Let's compare how these two financial assets move in the financial market: an inflation-indexed bond ETF and an ordinary coupon ETF for the …
Compound annual growth rate (CAGR)
Let's see how the compound annual growth rate is defined and how to calculate this value on your investment portfolio
