Plain-English explanations of averaging down, position sizing, options and tax, each paired with a calculator so you can check the numbers yourself.
Invest 1,000 a month flat for 20 years and you build 765,000. Raise it 10% a year and you build 1,530,000 — same start, same fund, same time frame. Called auto-escalation in a 401(k) and step-up SIP in India, it's one setting most investors never switch on.
Most traders learn their liquidation price from a notification. It is one line of algebra you can run before you buy. Here is the formula, a full worked example, and why curing a call by selling costs 4x the shortfall.
The same S&P 500 trade in SPX and SPY options can leave you with very different amounts after tax. Here is the 60/40 rule with real dollar examples, plus the settlement, assignment and sizing differences that matter just as much.
The formula is identical for a falling index fund and a falling single stock. What differs is that one recovers structurally and the other only recovers if you were right about the company.
The arithmetic transfers from stocks unchanged. The valuation anchor does not - and with 70-85% drawdowns being routine, a tranche plan built for equities is fully deployed before the decline is half over.
If a share costs $50, how many do you need for a million? And what are 1,000 shares with a $17 cost basis worth today? Both come down to one formula — here it is, with the tables, the tax bill, and the timeline.
Your investment grew 80% in 5 years — but is that good? CAGR turns any messy multi-year return into one comparable annual number. Here's the formula, worked examples, and why CAGR beats a simple average.
Spending a dividend feels like free money — but reinvesting it is the engine behind nearly half the market's long-run return. Learn how a DRIP compounds, when to reinvest vs take cash, and the tax catch.
"I'll sell when it feels high enough" is how gains turn into round-trips. A target price is the number you decide before emotion takes over. Here are the 4 methods the pros use to set one.
Bought the same stock at different prices? Your average cost is a weighted average — not the midpoint of the prices. Here's the formula, worked examples, how to include fees, and why this one number drives every buy/sell decision.
An SWP is the reverse of a SIP — it pays you a fixed amount every month while the rest stays invested. Learn how SWP works, safe withdrawal rates, sequence-of-returns risk, taxation, and how long your money will last.
Every candle tells a story of buyer vs seller conviction. Master the 10 essential patterns — doji, hammer, engulfing, morning star — and learn why context, not the pattern itself, decides whether you make money.
Strip away every indicator and one thing always matters: price levels where humans repeatedly buy and sell. Learn how to draw real support/resistance, use role reversal, and trade bounces or breakouts with conviction.
Every article on the site, grouped by category.
