Topic
Economic Indicators Cheat Sheet: CPI, Jobs and GDP
A one-page decoder for the monthly data releases that move markets — what each number measures, when it lands, and why the surprise matters more than the level.
Home / Tags / Stock
Stock
Topic
Factor Investing: What the Factors Are and How They Are Built
Factor investing is the practice of building portfolios around measured stock traits, from size and value to momentum, under documented construction rules and published data.
Topic
Short Squeezes Explained: When Borrowed Shares Bite Back
The mechanics of short interest, why buying pressure can compound, and what breaks when it does.
Topic
Threshold Rebalancing — Threshold vs. Calendar Rebalancing: How the Methods Compare
Threshold rebalancing resets a portfolio when weights drift past a set band, while calendar rebalancing resets on a fixed schedule. The documented trade-offs involve monitoring, costs, and taxes.
Topic
Dividend Dates Explained: How Payouts Actually Work
Declaration, ex-dividend, record and payment dates decide who gets paid and when. Here is the sequence, and where investors most often get it wrong.
Topic
Stock — How to Read a Trading Plan: Entry, Target, Stop, Timestamp
Three Canadian small-caps published mechanical trading plans on October 18. The numbers are the easy part. The discipline around them is the lesson.
Topic
Diversification Explained: Why Concentration Is the Hidden Risk
Diversification spreads capital so no single asset decides the outcome. Learn why it works, where it stops working, and why concentration hides.
Topic
Index Funds Explained: Why Low Fees Win Over Decades
Index funds aim to match the market rather than beat it. Here is why their low fees give them a powerful edge over decades of compounding.
Topic
How to Build a Personal Investing News Routine That Filters Noise
A filter-first system for reading market news: what to check, what to skip, and how to keep headlines from driving trades.
Topic
Portfolio Allocation by Age — Age-Based Portfolio Allocation: A Sanity-Check Guide
Rule-of-thumb stock and bond splits are a starting point, not an answer. Here is how to test them against your own goals and risk tolerance.