Portfolio Rebalancing: Calendar vs. Threshold Bands Explained
Learn how portfolio rebalancing restores target asset allocation, controls risk drift, and minimizes taxes using calendar rules and tolerance bands.
asset allocation
The 90/10 Portfolio: Buffett’s Asset Allocation Rule Explained
Warren Buffett recommended a 90/10 portfolio: 90% in an S&P 500 index fund and 10% in short-term Treasuries. Here is how the strategy works and its risks.
Modern Portfolio Theory and the Efficient Frontier
How Harry Markowitz’s 1952 paper reshaped investing: expected return, variance, correlation, the efficient frontier, and where MPT breaks in real markets.
Dollar-Cost Averaging vs Lump Sum: What the Data Shows
Vanguard tested five decades of global market data on DCA vs lump sum. Lump sum won 68% of the time — here’s why, and when DCA is still the right call.