About this source
Ex-investment-banking strategist Ramin Nakisa explains why a single global equity index fund beats stock-picking for most investors, and how to layer bonds, REITs and money market funds as life-stage needs change.
Frameworks extracted
6 totalFINweeks
REIT Liquidity-Mismatch Awareness
REITs pay equity-like volatility for bond-like income — and they can be gated when you need them most.
STRdays
Correlation Crash-Test
Diversification is what your portfolio does in March 2020, not what your fund names look like.
MINDongoing
The Echo-Bubble Filter
After every burst bubble, the next one rhymes — overpay and the story won't save you.
FINmonths
Goal-Backed Bond Laddering
Match every known future cash need with a bond that matures on time.
FINweeks
The Memorisable Portfolio Rule
If you can't recite every fund you own from memory, your portfolio is too complex.
FINongoing
The Cult of Alpha (Modesty-First Investing)
Admit your limits, buy the index, stop trying to beat professionals who already lose 95% of the time.