🌱 Beginner (Beginner)
3 articlesCompounding and time value of money
How to use a balance sheet to build your first personal financial system? Includes decomposition of the compound interest formula, inflation defenses and emergency fund calculations.
FIRE movement and the 4% rule
Practical retirement shortfall calculation: deep dive into the Trinity Study withdrawal rates and integration planning for Taiwan’s Labor Pension (勞退) / Labor Insurance (勞保).
Complete tax guide for investing in US stocks
Detailed explanation of the NT$ 7.5M foreign‑income exemption, 30% dividend withholding tax, and practical W‑8BEN completion guidance.
📈 Intermediate Practical (Intermediate)
6 ArticlesIndex Investing Bible
Full analysis: Taiwan 0050/006208 vs. US VTI/VOO/QQQ — in‑depth comparison of fees and tax implications.
Asset allocation and rebalancing
Practical guide to 80/20 equities/bonds and Bridgewater All-Weather — learn how inflation-resistant assets and rebalancing can stabilize returns.
Complete guide to opening a US brokerage account
Taiwanese omnibus vs. foreign brokers (Firstrade, IB, Schwab) comparison, with detailed breakdown of fees and wire transfer costs.
High‑dividend ETF reviews and pitfalls
Taiwan 00878/00919/00929 vs. US SCHD — debunking the income smoothing fund myth and the truth about total returns.
Bond investing and rate‑cut strategies
US Treasuries (TLT/IEF) vs. corporate bonds (LQD) characteristics comparison — mind duration and interest-rate sensitivity.
Encyclopedia of overseas broker reviews
In‑depth comparison: IB, Firstrade, Charles Schwab — covering account security, hidden costs and deposit/withdrawal speed.
🏆 Advanced Risk Management (Advanced)
5 ArticlesFundamental valuation metrics
Correct interpretation of P/E, P/B and ROE — avoid high‑yield traps and FCF misjudgment.
Risk‑return and maximum drawdown analysis
Decompose single‑trade R:R, return volatility, Sharpe, Sortino, MDD and recovery period, together with a local analysis tool where you can paste data.
Hedging assets: gold and REITs
How to add alternative assets to an allocation to hedge inflation? Correlation analysis and allocation suggestions for GLD and VNQ.
The truth and blind spots of technical analysis
Moving averages, RSI and MACD through a quant trader's lens — decoding the lag of technical indicators and their appropriate use cases.
Systematic trading and backtest pitfalls
How to avoid overfitting? Master out‑of‑sample testing and walk‑forward analysis workflows.
🧪 Quantitative Research (Quant Research)
2 articlesQuant research workflow
From 5MA/20MA adjustments and volatility Z‑Score to out‑of‑sample backtests, build a reproducible evidence chain. Z-Score
Taiwan index futures / 富台期 pairing and Basis
Decompose contract unit, futures‑spot spread, term structure, hedge lots, roll and basis risk.
🧭 Category 13 Practical Trading (Practical Trading)
2 overviews · 4 toolsPractical trading knowledge tree
From market selection, trade planning, order execution, position risk control, strategy, backtesting and position management to trade‑journal review.
Trend following and breakout strategy Playbook
Donchian breakouts, MA environment, ATR position sizing, order execution, false breakouts and out‑of‑sample backtest verification.
Practical plan and position checker
Back out the maximum whole‑number position from account risk, stop loss, costs and slippage.
Trading expectancy and costs
Recalculate net profits, net losses, and breakeven win rate after fees and slippage.
Trading journal analyzer
Paste completed-trade R results to check win rate, expectancy, Profit Factor, losing streaks and drawdowns.
Pre‑trade rules checker
Check item‑by‑item that entry, invalidation, costs, events, position sizing and the post‑trade journal were written clearly in advance.
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