trading-boerse.ch Personal Finance Blog / IPS

Introduction Wirecard, a German financial services provider, got huge publicity in June 2020 after an abrupt share price crash. On June 18th 2020, we saw Wirecard’s stock prices sharply fall …

Introduction In the second part of our Classic Performance Measures series, we continue our analysis of the Information Ratio. Afterwards, we will introduce additional ratios, such as the Sortino Ratio, …

Introduction In this two-part article series, we will explore the classic performance measures with a unique comparison basis. We start by discussing the most well-known and widely used investment performance …

The fundamental step before actively taking part in financial investments, is developing a customised Investment Policy Statement (IPS) along with the guidance from the brokerage portfolio manager. The key components of an IPS …

Investing requires a wholesome understanding of the investor’s individual needs, determining this should be the first task on their to-do-list, independently from their age or experience as an investor. The …

Introduction In the last part of our Risk Management of an Investment Portfolio series, we will discuss current human and strategic ways to address the risk management process. Finally, we …