Understand the numbers behind investing
Learn through examples you can check, rather than complicated terminology.
Start with compounding, loss recovery and fees. For overseas stocks, continue to currency risk; for saving plans, read the deposit and monthly savings guide. Each article combines concepts, worked examples, calculator use and limitations.
Are compound growth and average annual return the same?
Understand a 7% annual assumption and the pitfalls of simple averages.
Investing basicsWhy does a 50% loss need a 100% gain to recover?
Understand loss rates, recovery returns and additional investment amounts.
Investing basicsWhat is your return after fees?
Explore trading costs, break-even prices and ongoing expenses through worked examples.
Investing basicsDoes owning more stocks mean you are diversified?
Understand overlapping risks, portfolio weights and rebalancing.
Investing basicsHow do exchange rates affect overseas stock returns?
Compare dollar and won returns and learn what the currency selector does.
Investing basicsWhy do deposits and monthly savings earn different interest?
Compare payment timing, after-tax interest and compounding on consistent terms.