The Investor Compendium is the section of the blog for investors looking to go beyond the basics. Here, you’ll find advanced concepts, edge cases, deeper dives, practical tools, and less commonly discussed topics. This is where you explore nuanced strategies, understand complex scenarios, and access tools and frameworks to sharpen your investing edge.
1. Advanced and Edge Cases
This cluster covers topics that go beyond traditional investing frameworks, including currency risk, sector strategies, and alternative investment vehicles:
Currency and International Risk – How global markets affect your portfolio
Sector & Niche Investing – Exploring specialized approaches
High-level Investor Considerations
2. Deeper Dives
Here you’ll find posts that provide detailed analysis and insights into market behavior, economic transformations, and portfolio implications:
Market Behavior & Opportunities
Economic Context & Global Scenarios
Index & Passive Investing Insights
3. Tools and Practical Resources
These posts focus on practical frameworks and tools to manage your portfolio efficiently and make informed decisions:
Portfolio Analysis & Review Tools
Taxes and Inflation Protection
4. Less Commonly Discussed Topics
This cluster highlights investing topics often overlooked, providing unique perspectives for more sophisticated investors:
Observations on the possible arrival… – insights on emerging trends and unusual market developments.
Lazy portfolios: the risk of currency… – also fits here, illustrating hidden risks in “set-and-forget” strategies.
Sector and alternative vehicles – exploring approaches not often covered in mainstream guides.
5. How to Use This Compendium
Begin with Advanced and Edge Cases to expand your perspective beyond traditional portfolios.
Explore Deeper Dives to understand market dynamics, economic scenarios, and behavioral implications.
Use Tools and Practical Resources to manage your portfolio effectively and mitigate risk.
Refer to Less Commonly Discussed Topics for unique insights and strategies that aren’t part of standard investing advice.
This structure ensures that you can explore advanced topics progressively while keeping access to practical frameworks and tools to sharpen your investing approach.

