Today I would like to talk about the devaluation of major west-world currencies, including the US dollar (USD), euro (EUR), and Swiss franc (CHF). In the previous post I talked about currency risk. It is due mainly to the appreciation/depreciation of currencies among the others. In recent years devaluation due to inflation is under control. […]
Author: Wealthy
Currency risk and ETF
I have already talked about ETFs and currency risk and I have already written in that article the short solutions to solve the problem. But today I would like to do a more complex analysis and explain how a hedged ETF works and how we should include it in the portfolio. What is currency risk? […]
Sector Investing: How to invest intelligently in the stock market
If you follow my investments you can see that I mainly invest in specific sectors to diversify my investments. But I am not the only one. One of the keys to successful investing is understanding the various sectors of the economy and how they can affect the performance of stocks. In this article, we’ll look […]
Lump Sum or Dollar Cost Averaging?
Investors are often faced with the question of whether to invest a large sum of money at once (Lump Sum) or to spread it out over time (Dollar Cost Averaging). This is called dollar-cost averaging (DCA), and it is a popular topic in the personal finance world. The question is whether DCA is a better […]
The Power of Compounding and Frugality for Early Retirement
Achieving early retirement might seem like an unattainable goal for many. But with the right financial approach, investment mix, and a healthy dose of frugality, it can become a reality. In this article, we’ll explore the power of compounding and frugality for early retirement. We will see practical examples of how these concepts can transform […]
Portfolio Performance Metrics
When choosing an investment strategy, it’s important to have a solid understanding of past performance metrics to determine potential risks and returns. In this article, we’ll discuss some of the common metrics used to evaluate investment performance. General Performance Metrics Time-Weighted Returns When measuring the performance of a portfolio, returns are simply the money gained […]
How wealth management firms can help grow your savings
Wealth management firms are companies that manage investors’ money in order to make a profit. The main goal of these firms is to grow their clients’ wealth through the management of mutual funds, retirement accounts, stock portfolios and more. History of Wealth Management Firms Wealth management firms have a long history dating back to the […]
Startup Investing: Risks, returns and growth phases
Startup investing is not for everyone. In a previous article I talked about Crowdfunding. The article looked from the side of the investor, but not that of the company applying for crowdfunding. These are usually startups and today we will look at the various stages and investors associated with them. Phase 1: Bootstrap and Pre-seed […]
“Unveiling the Mystery of Hedge Funds: Characteristics, Investors, Costs and Performance of Financial Market Giants”
Hedge funds are a type of investment fund that have attracted much attention in recent decades due to their complex nature and often extraordinarily profitable investment results. In this article, we’ll explore what hedge funds are, their characteristics, who can invest, the associated costs, how they make money, and the performance metrics used to measure […]
Accredited Investors: Who They Are, How To Become One, And The Implications In Investing
Accredited investors are a category of investors who are considered legally eligible to invest in certain types of financial instruments. Thus they have the possibility to participate in investment opportunities reserved for professional investors. This status is reserved for individuals or entities with a high level of financial knowledge and experience. But also those who […]