Basics · 7 min
What is portfolio management? Process, types, and metrics
The four-step portfolio management process, the main types, and the metrics that make it measurable, from the classroom to real market data.
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Where portfolio theory meets real market data
The Academy takes what an MSc in finance or the CFA curriculum teaches about portfolio management, from allocation and diversification to risk and rebalancing, and shows it working on decades of real market history, using the platform's tools.
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9 articles · Plain language · Free to read
Strategy · 6 min
Asset allocation: strategies by age and risk profile
Why asset allocation drives most of a portfolio's outcome, classic splits by age and risk profile, and how to backtest a mix on real history.
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Portfolio theory · 7 min
Portfolio diversification: why it works and how to apply it
How correlation makes diversification work, the four dimensions of a diversified portfolio, and how to test whether yours actually is.
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Risk · 7 min
Portfolio risk management: volatility, Sharpe ratio, and drawdown
The four numbers that measure investment risk, how to read them together, and how to manage risk at the portfolio level.
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Strategy · 7 min
Passive vs. active management: evidence, costs, and trade-offs
What the long-run evidence says about active funds, why costs compound, and how a core and satellite design combines both approaches.
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Strategy · 7 min
Portfolio rebalancing: when and how to realign your portfolio
Calendar vs. threshold rebalancing, a worked example of drift, the tax cost of trading, and how to backtest your rule on real history.
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Wealth management · 8 min
Capital gains tax on stocks: rates by country and tax drag
How capital gains tax works, fixed rates across countries, loss carry forward, and how to measure the tax drag on your own portfolio.
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Basics · 7 min
Long-term investing: compounding, patience, and market history
The mathematics of compounding, the documented cost of market timing, and how time reshapes investment risk, tested on real market data.
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Platform · 7 min
Portfolio management tools: applying the theory with WM Platform
How the platform's comparison, ranking, and backtesting tools turn portfolio theory into a workflow, from screening to an after-tax backtest.
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