OnePortfolio Blog

Learn what options are, how they work, and whether options trading is right for you. This beginner's guide covers call options, put options, basic strategies, and key risks to understand before you start.

Understand the key differences between investing and trading, explore which approach suits your financial goals, and learn how to choose the right strategy for building long-term wealth.

Asset correlation measures how different investments move together, with values from -1 to +1. Understanding these relationships is crucial for building truly diversified portfolios that can weather market volatility and reduce risk without sacrificing returns.

Learn everything you need to know about bonds, how they work, and why they deserve a place in your investment portfolio. Discover different bond types, pricing mechanics, and how to get started with fixed income investing.

Discover which of the four main investor profiles matches your financial personality, risk tolerance, and goals. Learn how to build a portfolio that aligns with your unique investing style based on our decade of experience.

Discover how tax loss harvesting can help optimize your investment taxes while maintaining your portfolio strategy. Learn the mechanics and strategies behind this important technique for responsible tax management.

Learn what alpha investing means and discover the key strategies and metrics investors use to generate alpha in their portfolios.

Annual rebalancing with 5% threshold bands provides the optimal balance between risk control and cost minimization for most ETF investors. Research shows threshold-based approaches consistently outperform strict calendar methods for ETF portfolios.

Learn what ETFs are, how they work, and why they've become the preferred investment vehicle for millions of investors. This comprehensive guide explains ETF basics, benefits, and how to choose the right ETFs for your portfolio.

Money-Weighted Return (MWR) measures your portfolio's actual performance considering the timing and size of your cash flows. Learn how to calculate MWR, understand its relationship to IRR, and discover when to use it versus Time-Weighted Returns.

Explore the performance differences between dollar-cost averaging and lump sum investing, understand which strategy suits different market conditions and investor profiles, and learn how to make the right choice for your specific financial situation.

Financial drawdown measures the peak-to-trough decline in investment value, providing crucial insights into risk exposure. Learn how to calculate, interpret and manage drawdowns to build a more resilient portfolio.

Discover the five major investment portfolio types across the risk spectrum, from aggressive growth to income portfolios. Learn which strategy aligns with your risk tolerance, time horizon, and financial goals to optimize your investment returns.

Discover how to align your investments with your values through ESG investing, learn practical strategies to build a sustainable portfolio, and see how performance compares to traditional investments.

Learn how dividend yield can transform modest investments into reliable monthly income streams. Discover the key strategies for calculating yields, selecting dividend stocks, and building a sustainable portfolio that pays you month after month.

Effective portfolio diversification strategies can reduce volatility by 25-40% over long-term periods without sacrificing returns. Learn how to properly diversify across asset classes, sectors, and geographies to protect your wealth while maintaining growth potential in today's challenging market environment.

Discover proven strategies for tracking your dividend investments effectively. From spreadsheets to specialized apps, learn how to monitor payments, calculate yields, and optimize your income stream for long-term financial success.

Explore the key differences between time-weighted and money-weighted returns, understand when to use each metric, and learn how to properly evaluate your investment performance.

Discover how buy and hold investing can help retail investors build wealth over the long term, overcome market volatility, and avoid the common pitfalls of attempting to time the market with consistent, patient investment strategies.

Discover how dollar cost averaging can help retail investors navigate market volatility, reduce emotional decision-making, and build wealth steadily over time, with practical examples and implementation strategies.

Master risk-adjusted return metrics like Sharpe Ratio, Sortino Ratio, and Treynor Ratio to evaluate investment performance beyond simple returns.

Understand portfolio risk through key metrics including standard deviation, downside risk, beta, and maximum drawdown with practical examples.

Learn essential return metrics for evaluating portfolio performance including total return, time-weighted return, and money-weighted return calculations.

With numerous free portfolio trackers available, investors wonder if premium solutions are necessary. This article explores what free trackers offer, their limitations, and when upgrading to paid options makes financial sense for serious investors.

Relying solely on broker platforms can limit financial potential. Investors may face imcomplete data or fragmented views, specially when dealing with multiple brokers. Dedicated portfolio trackers provide the unified dashboard and comprehensive picture needed to properly analyze and optimize investment performance.

We're excited to announce that OnePortfolio is now officially online. Our all-in-one portfolio tracker helps you manage investments easily.