Investing is the act of allocating resources in a project with the expectation of generating a positive return. I am strongly inspired by the Parable of the Talents and the desire to optimize my assets allocation by “giving every dollar a job”. Enjoy the reading, Sweat Your Assets.
INVESTING
Tariq Fancy essay: the Secret Diary of a Sustainable Investor
I discovered the essay of Tariq Fancy while reading and commenting Aswath Damodaran latest analysis on ESG investing (The ESG MOvement: The "Goodness" Gravy Train Rolls On!). Tariq rich - 40 pages long - essay is truly worth reading if you are interested in Investing,...
William F. Sharpe. The man who explained it all
Bill Sharpe's pioneering theory on the interplay between investment risk and return won him a Nobel Prize. Now he wants to help you use his work to make better financial decisions. Interview by Jason Zweig, Money Magazine, July 2007. Once you win a Nobel for...
Jack Bogle: Still scolding after all these years
Saint Jack (Jack Bogle) shared timeless financial and life's wisdom in this interview with Money Magazine columnist Jason Zweig back in 2007. When Jack Bogle, founder of the Vanguard group of mutual funds, says that he has just reached his 11th birthday, he is only...
The best investment advice you will NEVER get, by Mark Dowie
In this article, Mark Dowie tells how Google staff received top investment advice back in 2004 (before Google IPO), what they learned and why it is difficult for the average retail investor to access sound financial recommendations. Enjoy the reading! ...
The four investing principles, by William J. Ruane (Sequoia fund)
In a rare interview with the late W.J. Ruane, financial author William Green learned about his four guiding principles of investing. Ruane acknowledged having learned these simple rules from Albert Hettinger in the late 50'. 1) "Do not borrow money to buy stock (don't...
Historical returns of different Asset Classes (2008-2020)
Investors can choose from a wide variety of investments. In the design of the right Investment Portfolio, it is important to know and understand the past performance of each asset class. This charts provides some references. This analysis includes assets of various...
What the investment industry does not want you to know, by William J. Bernstein
If you want to know the biggest determinant of your future investment returns, I would suggest you look at your asset allocation. If you are looking for a powerful and witty introduction to the subject, makes sure to read these notes on Portfolio Theory by William J....
America’s 2021 Top Responsible Companies (ESGs/CSRs)
Consumers are becoming increasingly more thoughtful about the brands they support and buy from. In the U.S. and UK, 68% of online consumers might stop buying from a brand with weak corporate responsibility practices. Because of this, companies need to ensure their...
Investing: the rules of the Road
Investing money can seem a little rudderless at times. One day you hear that stocks are risky and the next that they’re indispensable. Some days it seems like stocks only go up and sometimes that they only go down. Real estate used to seem like an automatic path to...