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Rebalancing vs chasing on the same $130,000 book: one $12,000 move away from the winner lands back at 60/40, the same move toward it lands at 78.46 percent in the winner
Investor Psychology

Rebalancing vs Chasing: The Difference Between Selling High and Selling Late

Daniel Park -
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How diversification reduces risk - the 2007-09 crisis showed a spread portfolio and the S&P 500 both falling about 57 percent and both recovering, while a single concentrated holding went to zero and never came back
Risk Management

Diversification, Reframed: What It Actually Protects You From

Emma Laurent -
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Is now a good time to invest - replacing the market-timing question with a risk-first reading of how much to buy
Investor Psychology

Is Now a Good Time to Invest? The Wrong Question

Daniel Park -
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Volatility vs risk - price movement versus the chance of permanent loss, and why confusing them costs investors money
Investor Psychology

Volatility Is Not Risk: What Actually Threatens Your Money

Emma Laurent -
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What is rules-based investing - pre-set rules tied to risk replacing emotional in-the-moment decisions
Investor Psychology

What Is Rules-Based Investing? A Plain-English Guide

Daniel Park -
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Sequence-of-returns risk - the order of returns can matter as much as the average
Investing While Working

Sequence-of-Returns Risk: Why the Order of Your Returns Matters as Much as the Average

Emma Laurent -
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Value averaging vs DCA comparison showing that dollar-cost averaging fixes the contribution while value averaging fixes the portfolio value
DCA Strategy

Value Averaging vs DCA: Does Targeting a Number Beat Buying on a Schedule?

Daniel Park -
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Time in the market vs timing the market - staying invested across cycles versus predicting tops and bottoms
Risk Management

Time in the Market vs Timing the Market: What the Data Says

Emma Laurent -
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Lump Sum vs DCA: What the Data Actually Shows (And When Each One Wins)
DCA Strategy

Lump Sum vs DCA: What the Data Actually Shows (And When Each One Wins)

Daniel Park -
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DCA through the COVID crash - a $500 per month plan turned $6,000 into $7,141 across 2020, versus $6,918 for a January lump sum and $6,655 for a lump sum at the February 19 peak
Market Crashes

DCA Into the S&P 500 Through the COVID Crash: What Actually Happened

Daniel Park -
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