Blog
Guides on portfolio analysis and AI-powered investing.
Nike at $44: The Market Is Pricing a Failed Turnaround. Should You Believe It?
A stock price is a bundle of hidden assumptions. We ran a DCF on Nike to make them visible — and what the market believes at $44 might surprise you.
Read more →The Debasement Trade, Scored: Is Your Portfolio Actually Positioned for It?
Everyone has a take on the debasement trade. Almost none of them answer the useful question: is your actual portfolio positioned for it, or are you just nodding along? Here's how to score your real holdings against the thesis.
Read more →DeGiro Doesn't Show Your Real Return — Here's How to Calculate It
DeGiro shows you a green number, not your real return. Here's what it leaves out — currency, cash-flow timing, realized vs unrealized — and how to find the truth, free.
Read more →How to Export Your Transaction History from DeGiro (And What Every Column Means)
The exact 2026 steps to export your full DeGiro history from one file, what every column means, and the traps that quietly break most return calculations.
Read more →I Asked AI to Rate My Portfolio. It Gave Me a 5.5.
I ran Portfolio AI Summary on my own holdings and got a 5.5/10. Here's what it flagged about my 45.7% AMD position, what I pushed back on, and what I actually did.
Read more →Understanding Your Saxo Portfolio Report: What Each Number Actually Means
A plain-English guide to Saxo's Portfolio Report — P/L (MtM), time-weighted return, and the currency math behind your numbers. With worked examples.
Read more →Are Your Stocks Really Diversified? How to Check Correlation
Most investors think holding more stocks means more diversification. The truth is most retail portfolios are far more correlated than they look. Here's how to spot it.
Read more →How to Analyze Your Stock Portfolio (Step-by-Step Guide)
A clear guide to understanding portfolio risk, concentration, diversification, and performance drivers. Plus how AI makes it 10x faster.
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