by James Damschroder | March 8, 2023 | Uncategorized |
What are the First Principles of Investing? Investing in the stock market requires clear thinking. These are the rules of the game. Not guidelines, not suggestions. Just some facts in a domain where facts may be diluted with great narrative, analysis or...
by James Damschroder | January 10, 2022 | Portfolio ThinkTank, Uncategorized |
You can analyze a portfolio better than 99% of professional investors using what I teach in this video. I used to sell this portfolio analytics software to professional investors for thousands of dollars and now I am doing my part to democratize investments by giving...
by James Damschroder | May 26, 2021 | Portfolio ThinkTank, Uncategorized |
Just like Deion Sanders on the field, diversification goes both ways. Most investors intuit the benefit of defensive diversification, but diversification can play offense, too. The defensive ability of diversification to protect capital is a function of the...
