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Portfolio

Record holdings and cash flows, then review allocation, risk and persisted portfolio briefings.

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  1. 1 Portfolio records versus brokerage accounts Portfolio records versus brokerage accounts means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  2. 2 Exact listings, native currencies and holdings identity Exact listings, native currencies and holdings identity means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  3. 3 Transactions, fees, income and cash flows Transactions, fees, income and cash flows means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  4. 4 Cost basis, lots and user-declared corporate actions Cost basis, lots and user-declared corporate actions means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  5. 5 Simple return, CAGR, XIRR and time-weighted return Simple return, CAGR, XIRR and time-weighted return means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  6. 6 Benchmarks and date-aligned relative performance Benchmarks and date-aligned relative performance means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  7. 7 Allocation, position weights and concentration Allocation, position weights and concentration means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  8. 8 Diversification, covariance and correlation Diversification, covariance and correlation means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  9. 9 Volatility, drawdown and downside risk Volatility, drawdown and downside risk means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  10. 10 Sharpe, Sortino, beta and tracking error Sharpe, Sortino, beta and tracking error means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  11. 11 Currency exposure and explicit FX conversion Currency exposure and explicit FX conversion means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  12. 12 Stress scenarios, Risk Cockpit and X-ray findings Stress scenarios, Risk Cockpit and X-ray findings means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  13. 13 Risk questionnaire, briefings and review cadence Risk questionnaire, briefings and review cadence means examining owner-declared holdings, transactions, cash flows, compatible return bases and risk summaries with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate