Gostudymock3

Is the CFA worth it?

Other than building a business on top of the CFA exam (a pretty direct use case), I think I've gotten value out of my CFA in a few ways. Here's why it can be worth it. 

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Gostudymock3

Why Peer Groups are Useful for Industry and Company Analysis

We use industry analysis to better understand the big picture and a company's relative position within it. Peer groups is one comparable companies approach useful in valuation analysis (and tested in the CFA Level 1 exam).

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Gostudymock3

Adjusting a Portfolio between Equity and Debt using Futures

Adjusting a portfolio's exposure between bonds and equities is a vital CFA Level 3 calculation question. This post runs through exactly how to solve this type of problem. 

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Gostudymock3

How to adjust portfolio beta for the CFA Level 3 exam

Adjusting portfolio beta to modify equity exposure is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

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Gostudymock3

How to Adjust Portfolio Duration for CFA L3 Problems

Adjusting portfolio duration is a key testable concept and calculation for the CFA Level 3 exam. Here's what you need to know. 

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Gostudymock3

everyone poops and other unconventional CFA study tips

Small unconventional CFA Level specific tactics that make a big difference come exam day.

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Gostudymock3

Basic Portfolio Return Calcuations

Not all portfolio return measurements are equal. This post covers the main CFA Level 1 methods/equations for measuring portfolio return.

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Gostudymock3

Estate Planning Basics for CFA L3

An overview of the key testable basics for estate planning for CFA L3 and how estate planning interacts with taxes, longevity risk, and concentrated positions.

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Gostudymock3

The 4 types of CFA Candidates

No matter which CFA level you are studying for, at this point the chances are you fall into one of just four categories of CFA Candidates. Which one are you?

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Price Risk vs. Reinvestment Risk in Fixed-income Investing

Everything you need to know about Price Risk vs. Reinvestment Risk in Fixed-income Investing for the CFA Exams.

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