Asset classes
Stocks, ETFs, bonds, cash, real assets, alternatives, and portfolio roles.
Investing Wiki
A knowledge base that makes every article smarter.
The Wiki organizes concepts, methods, risks, asset classes, taxes, market history, and portfolio rules so NAKAMOTO Finance Library can scale without losing clarity.
Wiki Graph
- A-Z
- Concepts
- 12
- Knowledge maps
- 1
- Source of truth
Knowledge maps
Structured reference centers for future scale.
Every map can expand into hundreds of evergreen pages and connect back to articles, tools, and reports.
Portfolio rules
Allocation, rebalancing, tax location, withdrawal policy, and risk budgets.
Research methods
Valuation, quality, cash flow, fund methodology, scenarios, and thesis writing.
Market structure
Indexes, exchanges, liquidity, spreads, auctions, rates, and market cycles.
Risk and behavior
Drawdown, volatility, concentration, sequence risk, biases, and decision rules.
Taxes and accounts
Taxable, tax-deferred, Roth, dividends, turnover, harvesting, and account location.
Investor knowledge compendium
Core investing concepts explained for real decisions.
Each module answers what it is, why it matters, how to use it, what can go wrong, and where to continue learning.
Asset allocation
What it is: the target mix of stocks, bonds, cash, and other assets. Why it matters: allocation usually explains more portfolio risk than individual fund selection. How to use it: set target weights, rebalance bands, and review dates before choosing specific holdings.
- Example: 80/20 may fit a long horizon; 50/50 may fit a shorter or lower-risk horizon.
- Common mistake: changing allocation because of one headline instead of a written policy.
- Continue: Model portfolios and Portfolio clinic.
ETF due diligence
What it is: a review of cost, liquidity, benchmark, holdings, tax profile, and role. Why it matters: similar tickers can behave differently because they track different indexes or hold different securities. How to use it: compare expense ratio, spread, tracking difference, assets, overlap, and fund objective.
- Example: two large-cap ETFs can differ by profitability screen, market-cap weighting, or sector exposure.
- Common mistake: choosing only the lowest expense ratio without checking the index.
- Continue: ETF fee checklist.
Rebalancing policy
What it is: rules for returning a portfolio to target weights. Why it matters: rebalancing turns emotional decisions into scheduled maintenance. How to use it: define drift bands, tax rules, cash-flow rules, and review cadence.
- Example: rebalance when an asset class drifts 5 percentage points from target.
- Common mistake: rebalancing too often in taxable accounts without considering taxes.
- Continue: Rebalancing policy guide.
Investment thesis
What it is: a written explanation of why a company may create value, what assumptions matter, and what would change your view. Why it matters: it separates research from story-chasing. How to use it: state business quality, valuation range, risks, catalysts, and update triggers.
- Example: thesis depends on margin recovery and revenue durability, not just a low P/E ratio.
- Common mistake: writing only the upside case.
- Continue: Thesis library and Stocks hub.
Inflation and rates
What it is: inflation measures purchasing-power pressure; interest rates influence discount rates, bond prices, cash yields, and valuation. Why it matters: inflation and rates affect real returns and portfolio assumptions. How to use it: review cash yield, bond duration, equity valuation sensitivity, and spending assumptions.
- Example: higher rates can improve cash income but pressure long-duration bonds.
- Common mistake: treating CPI as a trade signal instead of a planning input.
- Continue: CPI article and FOMC guide.
Decision rules
What it is: pre-written rules for what you will do when markets move. Why it matters: rules reduce panic, overtrading, and hindsight bias. How to use it: define buy, hold, rebalance, review, and ignore criteria before stress arrives.
- Example: review a holding only when thesis triggers change, not whenever the price moves 3%.
- Common mistake: creating rules after emotions are already high.
- Continue: Frameworks and Investor IQ.
Content depth
Investing Wiki visitor guide.
Use the wiki as a structured knowledge base for asset classes, accounts, taxes, risk, and research methods.
Useful information for real visitors.
Wiki pages should become internal references for articles and learning paths.
- What decision or question this page supports.
- Which evidence, framework, or tool to use next.
- How the topic connects to long-term investing behavior.
Continue from here.
Verify the inputs.
- Investor.govPlain-language investing education from the SEC.
- BLS CPIInflation definitions, data, and methodology.
- FRED Economic DataData library for learning macro and market history.
Value guide
How to use this page well.
This section turns "A knowledge base that makes every article smarter." into a practical resource: what it is, why it matters, how it works, how to use it, and what to do next.
Start here
Start with the plain-language explanation, then follow the next lesson or glossary path.
- Read the page summary first.
- Open one related article or tool.
- Save the page if it supports an ongoing decision.
Go deeper
Use the page as a framework library: compare definitions, examples, edge cases, and practice tasks.
- Define the concept in your own words.
- Review one example.
- Connect it to a tool, article, or portfolio decision.
Avoid these
- Skipping definitions and jumping to advanced strategy.
- Reading without applying the concept.
Beginner vs. advanced use
- Beginner
- Understand the concept, source, or workflow and choose one next action.
- Advanced
- Compare assumptions, risks, alternatives, and update triggers before acting.
- Best practice
- Connect this page to a written rule, saved resource, or repeatable review process.
What should I do next?
Use the page to answer one specific question, then continue to the most relevant supporting resource.