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Occam Investing
Occam Investing
  • Home
  • Start here
    • All posts
    • The basics
    • Portfolio construction
    • Active vs Passive
    • Investing theory
    • Pensions and ISAs
    • Financial advisers
    • DIY vs outsourcing
    • Expected returns
    • Random thoughts
  • Resources
    • Asset allocation
    • Expected returns
    • Fund selection
    • Finding a broker
    • Useful calculators
    • Retirement
    • Personal finance
    • Education
  • Contact
  • Subscribe
  • About

Investing Theory

Einstein formula of relativity

Here you’ll find all the posts on investing theory (those which haven’t already been covered in the Basics section).

If you have any questions which aren’t answered in the articles below, please let me know.

NB: If there’s an article title with no link, it means it’s an idea for a future post.

  • Modern Portfolio Theory: Part 1
  • Modern Portfolio Theory: Part 2
  • Smooth is what we aim for: ergodicity, the volatility tax, and not being stupid
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Welcome to Occam Investing. This site takes a common-sense approach to investing, using a simple, independent, and evidence-based philosophy. Its aim is to help its readers take control of their own investments.

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