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Investment Strategy

Investment Strategy Articles

Page 3 of 4 — 35 articles
Tax-Loss Harvesting: Turn Losses into Savings
Investment Strategy

Tax-Loss Harvesting: Turn Losses into Savings

Don't let market drops go to waste. How to harvest losses to offset gains and cut your tax bill — plus the anti-avoidance rules that differ sharply by country: the US wash sale, UK bed-and-breakfasting, Canada's superficial loss, and why India has none.

Jan 13, 2026
12m
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Position Sizing: How Much to Invest in Each Stock
Investment Strategy

Position Sizing: How Much to Invest in Each Stock

How much goes into each stock? Position sizing decides whether you survive a crash or get wiped out — and it matters as much for buy-and-hold investors as for active traders. Includes the 1% rule, ATR sizing, and account tiers in USD, EUR, GBP and INR.

Dec 13, 2025
11m
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Stop-Loss Orders: Your Insurance Against Catastrophic Losses
Investment Strategy

Stop-Loss Orders: Your Insurance Against Catastrophic Losses

A stock slides from $100 to $70 while you hope for a recovery. A stop-loss at $95 would have capped that at 5%. Where to place stops, why they get hunted, how they differ by market — and what long-term investors should use instead.

Dec 6, 2025
11m
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Dividend Investing: Build a Passive Income Machine
Investment Strategy

Dividend Investing: Build a Passive Income Machine

Getting paid every quarter just for owning stocks. How much capital you actually need to live off dividends, how to spot a yield trap before it cuts, and how dividends are taxed in the US, UK, EU, India, Canada and Australia.

Dec 3, 2025
13m
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P/E Ratio Explained: Are You Overpaying for Stocks?
Investment Strategy

P/E Ratio Explained: Are You Overpaying for Stocks?

Stock A trades at $2,000. Stock B at $50. Which is cheaper? Price alone means nothing — P/E tells you whether you're overpaying. Includes what a 'normal' P/E looks like in the US, Europe, India, Japan and emerging markets.

Nov 26, 2025
14m
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Risk Management 101: The 1% Rule That Saves Portfolios
Investment Strategy

Risk Management 101: The 1% Rule That Saves Portfolios

Never risk more than 1-2% per trade — one rule that matters more than stock picking, timing or strategy. Includes position sizing in USD, EUR, GBP and INR, plus how buy-and-hold investors control risk without ever using a stop-loss.

Nov 19, 2025
12m
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How to Build a DCA Portfolio: Step-by-Step Guide
Investment Strategy

How to Build a DCA Portfolio: Step-by-Step Guide

Stop overthinking the fund choice. Build a portfolio in 5 steps, with four model allocations by life stage - and pick yours by the drawdown you can hold through, not the return you hope for.

Nov 12, 2025
12m
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