What is a Mutual Fund?
A mutual fund is a collective investment that pools together money from various investors, in order to buy multiple securities, such as s...
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May 177 min read
MOAT INVESTMENT FUND - Update
According to Warren Buffett, a crucial aspect of identifying superior investments involves seeking out companies with sustainable...
Apr 139 min read
The psychology of market volatility
Market volatility describes the magnitude and frequency of the degree of variation or fluctuation in the price of...
Mar 217 min read
Duration and Convexity explained
Duration is a measure used in bond markets to calculate the efficiency of a bond or portfolio and to...
Mar 62 min read
Information Ratio
The information ratio (IR) is a performance measure used to assess the risk-adjusted return of a portfolio...
Feb 143 min read
Calmar Ratio
The Calmar ratio, originating from Mr. Terry W. Young in 1991 in the United States under the company...
Jan 2911 min read
Moat Investment Fund
According to Warren Buffett, a crucial aspect of identifying superior investments involves seeking out companies with sustainable...
Jan 94 min read
The appraisal ratio
Investors and financial analysts employ a variety of ratios to assess the performance of their investment portfolios...
Nov 22, 20235 min read
The All-Weather Strategy: Riot's first portfolio
he all-weather portfolio is a type of lazy portfolio. This term is used to define a portfolio characterized by a fixed asset allocation...
Nov 17, 202315 min read
Deciphering Asset Performance: Insights from Four Historical Economic Periods
In the complex world of finance, understanding how different asset classes perform under varying economic conditions is a key...
Nov 17, 202311 min read
Currency hedging impact on performance
Whenever you invest in foreign equity, you are also making an implicit investment in a foreign currency as well...
Aug 28, 202310 min read
How do Hedge Funds make money?
In the dynamic world of finance, hedge funds stand out as enigmatic entities that captivate both investors and curious minds alike. These...
Apr 8, 20238 min read
Stop loss and delta hedging: Which one should be preferred?
Let’s imagine a financial institution who sells options or other derivatives on an OTC market, they could buy the same options...
Mar 29, 20236 min read
Why do many European corporations want to get listed on the US stock market?
European and American equity markets present an interesting duality: while it is true that the market cap of the US equity market...
Feb 22, 202312 min read
Sharpe ratio: the relationship between risk and performance
For individuals first approaching the financial world, one of the first concepts encountered is the Sharpe ratio...
Feb 13, 20237 min read
Additional Tier 1 Bonds
Additional Tier 1 (AT1) bonds are debt instruments issued by large European financial institutions...
Jan 31, 20238 min read
Carry strategy applied to Fixed Income market
One of the best-known investment methods within the bond and money markets is the carry strategy, which....
Jan 6, 20235 min read
ARK Venture Fund
The ARK Venture Fund, ticker XARKX, is an actively managed fund which seeks to offer access to an illiquid market such as Venture Capital...
Dec 6, 20229 min read
ARK Innovation and XLB - Factorial analysis
Ark Innovation is Cathie Wood’s main actively managed ETF that, in the fund’s words, «seeks long-term growth of capital» and «seeks to...
Oct 27, 20227 min read
Portfolio Insurance crash - 1987
In the autumn of 1987, more precisely on October 19th, the world witnessed the unfolding of the first contemporary global financial crisis..
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