Investment basics: understanding risk, return and time horizon
Before investing, investors should understand the relationship between risk tolerance, expected return and time horizon.
30 Read
Category
投資教育
How dividends, capital gains and compounding affect total return
Long-term investment returns come from dividends, price appreciation and reinvested compounding.
35 Read
Weekly market review: rates, earnings and sector rotation
A weekly review should connect index moves, rate changes, earnings news and sector rotation.
30 Read
What investors can learn from weekly price action
Price action, trading ranges and market breadth reveal short-term capital behaviour and risk appetite.
29 Read
Monthly investment outlook balances macro conditions and earnings
A monthly outlook should assess rates, growth expectations, corporate earnings and portfolio positioning together.
28 Read
Monthly themes across income, quality and cyclical recovery
Income assets, quality growth and cyclical recovery sectors play different portfolio roles across market phases.
32 Read
What is dividend yield and how should investors use it
Dividend yield is annual dividend divided by share price, but it must be judged with payout ratio and cash flow.
33 Read
Understanding price-to-book ratio for financial and asset-heavy stocks
Price-to-book is useful for banks, insurers, REITs and asset-heavy companies, but it must be paired with asset quality and returns.
39 Read
Investment discipline matters more than market noise
Long-term results come more from discipline, process and risk control than from chasing daily news.
47 Read
Position sizing and patience shape long-term results
Position size determines the cost of being wrong, while patience allows correct decisions to become long-term returns.
50 Read