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Dollar Cost Averaging for Beginners: Lump Sum Won 2 in 3 Windows
Learn how dollar cost averaging works, what fees and taxes to check, and why lump sum investing beat it in about two thirds of historical windows.
Core Satellite Portfolio: Can Satellites Earn Back Their Fees?
Build a core satellite portfolio with allocation rules, a 70/30 example, and a checklist to test whether satellite ideas can earn back their fees.
Charlie Munger Mental Models: 12 Prompts to Test Investment Decisions
Use 12 Charlie Munger mental models as quick prompts to test investment decisions, spot bias, and combine ideas across fields before committing capital.
Buffett Investing Rules: 10 Checks Before You Buy a Stock
Use Warren Buffett’s investing rules to assess a stock before you buy, from business quality and valuation to risk, patience, and a practical 10 step...
Time in the Market: 98% Odds Favor Individual Investors Over Seven Years
Historical S&P 500 data shows positive returns in about 80% of annual periods and 98% of windows spanning seven years. Learn why timing falls short.
Tax Loss Harvesting for U.S. Investors: Avoid a 30-Day Wash Sale
Learn how U.S. investors can harvest losses in taxable accounts, offset capital gains, use the $3,000 income deduction, and avoid wash sales when reinvesting.
Investors: Screen with Fundamentals, Time Trades with Technicals
Use fundamentals to shortlist quality stocks, then technicals to time trades. See how holding period shapes your mix and Oracle Investments speeds screening.
Shiller CAPE for Investors: Compute It, Choose a 2026 Variant
Calculate the Shiller CAPE ratio from inflation adjusted earnings, assess the evidence on returns over a decade, and choose a variant for portfolio decisions.
Gross Margin: What 40% Hides When Investors Check Operating Margin
Learn how gross and operating margins differ, calculate each with spreadsheet formulas, and use both to screen a stock watchlist with Oracle Investments.