Investing resources

Here you'll find videos, documents, and tools to help you invest wisely and improve your personal finance skills.

Investing Documents

Letters to Berkshire Shareholders (from 1977 to 2024), by Warren Buffett

The Calculus of Value, Memos from Howard Marks (Oaktree), August 2015

Investing Tips

How to Evaluate a Portfolio, an ETF, or an Investing Strategy

Olivia Zhang, May 4, 2025

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Stock Valuation: Discounted Cash Flow (DCF)

Olivia Zhang, July 2, 2024

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Bond Yield Curve Correlates to Bear Markets

Olivia Zhang, March 2, 2025

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10-Year Stock Market Outlook: What to Expect

Olivia Zhang, July 2, 2024

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Dollar-Cost Averaging (DCA) is Risky Now

Olivia Zhang, December 31, 2024

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Olivia's Investing Lecture Series (2024-2025 Academic Year)

Investing 101: Introduction to Stocks, Compound Effect, Time Value of Money

Olivia Zhang, September 2024

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Commodities and Commodity ETFs, Build Portfolio Using ETFs

Olivia Zhang, December 2024

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REIT, REIT ETF, Case Study of Harry Browne's Permanent Portfolio

Olivia Zhang, April 2025

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Personal Finance 101 (Key Accounts and the 60% Solution for Your Income)

Olivia Zhang, July 2025

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Volatility and Risk of Stocks, Introduction to ETF, Market Index, Business/Market Cycles

Olivia Zhang, October 2024

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Bonds, Key Features of Bonds, and How to Invest in Bonds

Olivia Zhang, January 2025

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How to Evaluate a Portfolio, an ETF, or an Investing Strategy

Olivia Zhang, May 2025

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S&P 500 Sectors and Sector ETFs, Sectors in Business and Market Cycles

Olivia Zhang, November 2024

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Bond Yield Curves, Correlation Between Yield Curves and Bear Markets

Olivia Zhang, March 2025

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Case Study of Ray Dalio's All Seasons Portfolio

Olivia Zhang, June 2025

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