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What Is Portfolio Turnover and Why It Matters
What is portfolio turnover? Learn the SEC formula, worked examples, costs, taxes and benchmarks to judge if trading fits your strategy.
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Notities over een portefeuille runnen op geschreven regels.
Lange stukken uit de bouw van Monsa: waarom portefeuilles afdrijven van de these waarmee ze begonnen, hoe een geschreven strategie regels wordt die een machine kan controleren en waar de tools eromheen staan.
12 min leestijd
Watchlist Management: A Step-by-Step Guide for Traders
Master watchlist management with actionable steps to create, score, and prioritize your stock list. Learn thesis alignment and alerts setup for better
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Florida Unemployment Amount: What You Will Actually Receive
Learn how the Florida unemployment amount is calculated, the $275 weekly cap, duration rules, and how partial earnings change your payment in 2026.
14 min leestijd
XLU Ex Dividend Date 2026 and How to Read It
Find the latest XLU ex dividend date for 2026, learn how quarterly payouts work, and see how T+1 settlement changes who actually receives the distribution.
14 min leestijd
Active vs Passive Portfolio Management: A Practical Guide
Compare active vs passive portfolio management with a clear look at costs, results, suitability, and how rule-based workflows combine both approaches.
17 min leestijd
10 Dividend Stock Screener Tools Compared
Compare 10 dividend stock screener tools by yield, payout ratio, growth, safety metrics, filters, coverage, and practical workflow fit.
13 min leestijd
Dividend Growth Investing Strategy: Rules That Work
Learn the dividend growth investing strategy, from streak length and payout ratios to free cash flow checks and discipline rules that keep a book on thesis.
13 min leestijd
Rules Based Investing: A Practical Guide for Operators
Learn how rules based investing turns a written thesis into a repeatable process, with practical steps for monitoring drift and keeping a book on strategy.
15 min leestijd
Portfolio Drift: A 2026 Guide for Equity Operators
Learn what portfolio drift means for equity operators in 2026 and how to manage its impact on investment performance.
15 min leestijd
7 Best Stock Analysis Tools for 2026
Compare the best stock analysis tools for fundamental, quantitative, and strategy-aware research, with practical use cases, pros, and cons.
13 min leestijd
How to Analyze Stocks with a Strategy-First Framework
Learn how to analyze stocks with a strategy-first framework that covers fundamentals, valuation, qualitative factors, and ongoing portfolio discipline.
17 min leestijd
10 AI Stock Analysis Tools for Clearer Research
Compare 10 ai stock analysis tool options for scoring, research, signals, transparency, qualitative judgment, and investor workflow caveats.
13 min leestijd
Wide Moat Investing: How to Identify Durable Advantages
Wide moat investing explained with the metrics, qualitative cues, and checklist used to spot durable competitive advantages in stocks.
14 min leestijd
All Weather Portfolio Strategy: Rules, Allocations
Explore the all weather portfolio strategy, its macro regime logic, asset allocations, and how to enforce it with rule-based portfolio constraints.
18 min leestijd
10 Value Investing Tools for Disciplined Research
Compare 10 value investing tools for screening, valuation, filings research, and rule-based portfolio review, including practical limitations.
18 min leestijd
10 Portfolio Rebalancing Tool Options Compared
Compare 10 portfolio rebalancing tool options by automation, constraints, broker access, tax workflows, and retail or institutional fit.
17 min leestijd
10 Fundamental Analysis Software Tools for 2026
Compare 10 fundamental analysis software tools for screening, valuation, modeling, portfolio oversight, and strategy-based research in 2026.
4 min leestijd
Monsa vs Kubera: Net Worth in One Place, or Your Holdings Held to a Standard?
Kubera tracks everything you own in one net-worth number. Monsa scores your stock and ETF holdings against the strategy you wrote down. A factual comparison of what each tool does, and who should run both.
12 min leestijd
What Is a Dividend Yield and How to Interpret It
Learn what is a dividend yield, how it is calculated, and how to spot the difference between a genuine income opportunity and a yield trap.
4 min leestijd
Monsa vs Simply Wall St: Two Scores, Two Different Questions
Simply Wall St scores a stock against the market. Monsa scores it against the strategy you wrote down. A factual comparison of what each tool does, and who should run both.
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10 Stock Research Platforms Worth Using in 2026
Compare 10 top stock research platforms in 2026 across coverage, data freshness, analytics and rule-based features to find the best fit for your strategy.
8 min leestijd
Value Investing Screener: What to Filter For and How to Build One
The metrics a value investing screener actually filters by, how to set thresholds that catch cheap stocks without catching value traps, and what changes once you own the name.
12 min leestijd
GARP Investing Strategy: Rules, Metrics, and Tradeoffs
Learn the GARP investing strategy with practical rules, key metrics, real examples, and how it compares to pure value and growth investing approaches.
4 min leestijd
Monsa vs Sharesight: Which One Keeps You Honest About Your Own Strategy?
Sharesight tracks performance and tax. Monsa scores your holdings against the strategy you wrote down. A factual comparison of what each tool does, and who should run both.
11 min leestijd
10 Best Portfolio Monitoring Tools for 2026, Ranked
What a portfolio monitoring tool actually needs to track, and a ranked look at 10 tools, from net-worth trackers to a rules-based scoring terminal.
13 min leestijd
Portfolio Optimization Constraints: A Rule-Based Guide For
Learn how portfolio optimization constraints shape smart investing. Our practical guide helps rule-based investors build stronger strategies in 2026.
8 min leestijd
Stock Screener for Fundamental Analysis: A Guide
What a stock screener for fundamental analysis actually filters, how to build one, and what to do with a stock once the screen stops watching it.
15 min leestijd
The 10 Best Stock Tracker Apps for 2026
Find the best stock tracker app for your strategy. We compare 10 top apps on features, pricing, and use cases for every type of investor in 2026.
18 min leestijd
The 10 Best Value Investing Screener Tools for 2026
Find the perfect value investing screener. We compare 10 top tools with sample filters, pros, cons, and pricing to help you find undervalued stocks.
13 min leestijd
How to Evaluate Stocks with a Rules-Based Workflow
Learn how to evaluate stocks using a stepwise rules-based workflow. Covers fundamentals, valuation, qualitative checks, and practical templates.
12 min leestijd
What Is a Stock Screener and How It Actually Works
Learn what a stock screener is, how it filters thousands of stocks by fundamentals and technicals, and the limits to know before relying on one.
17 min leestijd
Top 10 Portfolio Monitoring Tools for 2026
Find the best portfolio monitoring tool for your strategy. We compare 10 top platforms for alerts, P&L tracking, and drift detection for investors in 2026.
16 min leestijd
Deep Value Investing Strategy: A 2026 Guide
Master the deep value investing strategy with metrics, screening rules, and risk controls. A practical 2026 guide for serious long-term equity investors.
7 min leestijd
Momentum Investing Strategy: Rules to Check Nightly
A momentum investing strategy holds stocks the market is already rewarding. Learn the entry rules, drawdown limits, and portfolio caps that make it checkable.
16 min leestijd
The 10 Best Stock Research Tools for 2026, Ranked
Find the best stock research tools for your workflow. We review 10 top platforms for screening, analysis, and portfolio discipline to help you invest smarter.
15 min leestijd
Build an Investment Checklist for Smarter Decisions
Master your stock evaluation in 2026. Build an investment checklist to assess stocks with discipline & achieve long-term success. Get started now!
12 min leestijd
Strategy Writing Template: A Practical Guide
Use a strategy writing template to turn your investment thesis into checkable rules, thresholds, and nightly fit scores.
21 min leestijd
Stock Screener for Fundamental Analysis: 10 Best in 2026
Compare the 10 best stock screener for fundamental analysis tools in 2026. See features, pricing, pros and cons, and example queries for value investors.
18 min leestijd
10 Best Growth Stock Screener Tools for 2026
Compare the 10 best growth stock screener tools for 2026. Find platforms with revenue, earnings growth, margin, and valuation filters for growth investors.
16 min leestijd
7 Strategy Evaluation Examples to Study in 2026
See 7 real-world strategy evaluation examples from Buffett to quant funds. Learn to apply disciplined, rule-based analysis to your own stock portfolio today.
7 min leestijd
Your Portfolio Is Drifting and Nothing Tells You
You wrote the rules. Then you stopped checking them. Why deliberate investors drift from their own thesis, and what it takes to actually catch it.
De stukken worden in het Engels geschreven en verschijnen in één editie. De site-interface wordt vertaald; een lang argument niet - het origineel is de enige versie die bestaat.
Founding-toegang nemen →
De stukken beschrijven het probleem. De terminal is het deel dat de portefeuille elke nacht tegen de geschreven regels controleert.