Witan Way

Apprendre

Putting it together

Allocation, real versus apparent diversification, correlations that change when you need them most, and when rebalancing is worth doing.

A portfolio is not a list of good ideas. It is a structure.

These notes cover how the pieces fit: how much of each, why holding more funds is not the same as being diversified, why assets that moved independently for years can stop doing so at once, and what to do when the weights drift.

Witan Way est une plateforme indépendante d'éducation à l'investissement fondée sur des règles. Rien de ce qui est publié ne constitue un conseil en investissement personnalisé, une sollicitation, ou une recommandation d'achat ou de vente. Le capital est à risque. © Witan Way.