Category: Investment Strategy


  • A Story behind Direct Indexing

    In the bustling city of San Francisco, California, during the early 21st century, there lived a savvy investor named Emma. Emma had spent years building a successful career in the tech industry, and through a combination of hard work, smart decisions, and a bit of luck, she had accumulated a substantial fortune. With over $5…

  • From Riches to Rags: The Perils of Over-Leveraging in Stock Investments

    In 2018, John, an avid investor, discovered Nvidia, a company known for its gaming technology. After extensive research, he became convinced that Nvidia’s foray into artificial intelligence would revolutionize the world. Confident in his findings, John decided to invest his entire life savings of $130,000 into Nvidia stock. However, John didn’t stop there. Eager to…