"Free lunches are not common on Wall Street...
...complete the info below to get yours!"
What will you learn in this free eBook
Learn how to mix assets with uncorrelated returns in order to create effective diversification in your portfolio.
Think of rebalancing as the only effective method of market timing that allows for increased long-term return while reducing risk.
Asset allocation accounts for most of the difference in performance among money managers. Believe it or not, effective asset allocation isn't that hard to do.
Fees & Taxes
Know the potholes to look out for when deciding which investment vehicles to use within your portfolio.
Many people use Dollar Cost Averaging (DCA) versus Value Averaging (VA). There are significant differences in each of these methods, although both are beneficial.
The Power of 5 & 72
Figuring out how much you need for retirement can be a headache and lengthy process. If you understand these concepts, reaching your retirement goals will a much more confident journey.
About the Author
Leonardo Cardoso, CFA
Leonardo Cardoso is the founder and CIO of Brazen Capital a NY Registered Investment Advisor and the CEO of QuantGate Systems a technology company on the forefront of trading disruption. His also the founder of Wallstreetable and instructor of the intro course in investment and trading.
With over 20 years of experience in the financial sector, including positions within international banks and 6 years as an Adjunct Professor at NYU’s School of Professional Studies, Mr. Cardoso is an experienced business executive, global investment strategist and portfolio manager capable of distilling complex subjects into digestible bits and pieces of information.
The eBook "Free Lunches from Wall Street" is provided for educational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument, or any investment product or strategy. Information herein is believed to be reliable but Leonardo Cardoso and any of its affiliate companies does not warrant its completeness or accuracy. References to specific asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations or investment advice. The opinions expressed in this article represent the current, good-faith views of the author(s) at the time of publication. The views and opinions constitute our judgment and are provided for informational purposes only; they are subject to change without notice.
This material does not take into account any investor’s particular investment objectives, strategies, tax status, or investment horizon. Investors should consult their investment, legal and tax advisors for advice suited to their individual needs. Leonardo Cardoso and its affiliate companies cannot guarantee the accuracy or completeness of any statements or data contained in the article. Predictions, opinions, and other information contained in this article are subject to change. Any forward-looking statements speak only as of the date they are made, and we assume no duty to update them. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties. Actual results could differ materially from those anticipated. Past performance is not a guarantee of future results. As with any investment, there is a potential for profit as well as the possibility of loss. Diversification does not guarantee a profit or ensure against loss. It is possible to lose money in a diversified portfolio.