Need your input - what fundamentals should be written up
Please offer your suggestions on topics you'd like to see covered in depth, some examples I'm planning:
- Portfolio design: Markowitz frontiers and variability calculations explained for the common man! Too many people think diversification just means "buy a little of everything." I plan to try to go through how efficient portfolios are designed and, eventually, gather and crunch data on sector correlation. I think we'll find that international stocks don't give much diversification anymore, for example. I want to help people design better portfolios because most people are leaving money lying on the ground by owning mostly a single asset type.
- Bonds and duration: A guide to understanding how much the price of a bond will change when the interest rates change, and why the interest rate on a bond changes over time (also known as "bond rollup").
- Options and the greeks: A simple reference guide to explain what goes into options and what those cryptic news articles are referring to. Not so much for trading (that would fill a book).
- Good investing books: I'd like to put together a reading list of books that people have found useful. I'll start with my favorites, but I want your input too.
- Present Value / Future cashflow analysis: thanks to Michael Brothers for pointing this one out in a response to this column. I forgot to include it even though it's one of my favorites.
That's a start, and clearly enough to keep me busy for a while, but I want everybody who visits to please leave a comment or drop me an email through my profile with topic suggestions or favorite books.
Please give feedback!