Education
Loss Aversion and Recency Bias in Investing
Loss aversion and recency bias are two of the most extensively documented decision biases, and each appears in portfolio behavior in measurable, repeated ways.
Author
Peter Almeida
Independent editorial contributor covering property investment, housing markets, hospitality assets and market education.
Articles by Peter Almeida
Education
How Expense Ratios Compound Over Time
An expense ratio repeats every year on the entire balance, so its true cost is the forgone growth on every dollar deducted, not the headline percentage.
Education
What a Mutual Fund Prospectus Must Disclose
A mutual fund prospectus is the legal document that federal securities law obliges a fund to give investors, and its sections follow a required order rather…
Education
How to Read a Fund Fact Sheet Section by Section
A fund fact sheet compresses a fund's performance, risk measures, holdings, and fees into a short standardized document, and each section answers a different…