Investing Literacy
Risk, portfolio & DIY process
Position sizing, behaviour, concentration, and process risk controls for active DIY pickers.
HubHubBehavioural Biases That Hurt Stock Pickers Most
The behavioural biases that cost DIY stock pickers the most — overconfidence, confirmation bias, anchoring, loss aversion and the disposition effect, recency, home bias and FOMO — how each shows up in a Canadian portfolio, and practical countermeasures like pre-mortems, written sell rules and a decision journal. Educational, not advice.
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HubHubConcentration Risk When Canada Is Already Concentrated
Portfolio-level concentration risk for Canadian DIY investors: look-through sector exposure across ETFs and stock picks, employer and home-country exposure, effective number of holdings, hidden factor bets like interest-rate sensitivity, and a simple concentration budget. Educational, not advice.
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HubHubBuilding a Core-Satellite Portfolio: Index Core + Stock Satellites
How the core-satellite approach works: a low-cost index core for market returns plus a capped sleeve of individual stocks for your research. Sizing the satellite, rules that keep it honest, how to benchmark it, and common mistakes. Educational, not advice.
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HubHubPosition Sizing for DIY Stock Pickers (Canada Context)
Position-sizing literacy for Canadian DIY stock pickers: satellite budgets, single-name caps, earnings-gap risk, and concentration when Canada is already concentrated — educational process guide.
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SpokeDocumenting Sell Criteria Before You Buy
How to write sell criteria before you buy a stock: thesis, catalysts, specific kill criteria, valuation ceilings, size limits and time stops, plus a review routine that resists the disposition effect. Worked hypothetical example for a Canadian holding. Educational, not advice.
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