How do you decide what ETFs to include in your portfolio and how much to allocate? Modern Portfolio Theory (MPT) offers a clear framework to balance risk and return. Learn how the efficient frontier...

Monte Carlo simulations help evaluate investment risk by modeling outcomes and identifying the “Risk Floor" a kind of worst-case scenario. Translating volatility into dollar amounts lets investors...

The P/E ratio is an investors favorite, but is it truly reliable? In this post, we discuss its hidden flaws, explore smarter valuation metrics, and showcase the power of systematic backtesting.

Learn how an algorithmic strategy inspired by Benjamin Graham achieved impressive returns by systematically identifying undervalued stocks. This article breaks down the approach and explains the...

With tools like ChatGPT, even non-programmers can learn to use Python to become confident, data-driven investors.

Tools to develop and test your investment strategy.

How easy is it to gain financial independence? When you start early it can be very easy! Testing a SPY Investment Savings Plan with a 40 year Monte Carlo simulation.