InvestABC guides

Investment guides: step-by-step

Looking for new insights, techniques, or software tools? These guides explain them clearly, with examples and applications you can use right away. Ideal for those who want to learn and apply.

Step-by-stepPractical examplesChecklistsFor beginners and advanced
Why guides?

Clear explanation that you can apply immediately

Investment guides make complex topics more concrete. You receive explanations, examples, and steps that help you gain insight faster and work in a more structured way.

Use the guides as a reference, practice with small positions or paper trading, and build more confidence step by step.

Guides

Recent investment guides

The guides below are automatically updated with the latest publications within the Guides section.

Long-term investing illustrated with a screen with a graph and calculator

Long-term investing: strategies to maximize returns

From buy-and-hold to growth, value, dividend, and DCA: build a robust plan, avoid emotion, and manage risk with rebalancing and discipline.
Diversification investing demonstrated with text and various financial assets and growth

Diversification Investing: 7 Proven Strategies for a Strong and Stable Portfolio

Diversification is the foundation of a strong and stable portfolio. In this comprehensive guide, you'll discover why diversification works, how to manage risk, and which seven proven strategies you can implement immediately with stocks, bonds, ETFs, and TransFolio. Perfect for both beginners and experienced investors.
Automating investing with professional desktop software, man analyzing charts on large screen

Automating Investing: Your Guide

This guide shows you how to automate investing without losing control. Ideal for those who want to improve their investment process and work more efficiently.
Illustration showing Technical analysis of market trends with averages and RSI

Technical analysis of market trends

Market trends provide direction and opportunities. Learn the types of trends, their drivers, and how to combine TA/FA into a reliable approach.
Why invest in stocks illustration with coins that grow

Why invest in stocks? The benefits and tips

Learn to invest in clear steps: basics, strategies, risk management, and practical tips. Build financial independence with stocks and bonds, diversification, and DCA. Includes courses, webinars, and software.
Image used for step-by-step learning to invest, your guide to success

Learn to invest step by step: your guide to success

Learn to invest in clear steps: basics, strategies, risk management, and practical tips. Build financial independence with stocks and bonds, diversification, and DCA. Includes courses, webinars, and software.
Economic Value Added (EVA): measuring real value creation

Economic Value Added (EVA): measuring real value creation

Why profit alone is not enough: Economic Value Added (EVA) takes into account the cost of capital and shows whether a company truly creates value for shareholders.
Cyclical vs. defensive stocks: how to choose smarter per market phase

Cyclical vs. defensive stocks: how to choose smarter per market phase

What's the difference between cyclical and defensive stocks? Discover characteristics, examples, when to use which, and how to make decisions based on relative strength and sector analysis.
EV/FCF ratio: alternative to the classic P/E ratio

EV/FCF ratio: alternative to the classic P/E ratio

Why EV/FCF often outperforms P/E. You'll learn definitions of enterprise value and free cash flow, rules of thumb, variations (EV/FCF/G, FCF/EV, EV/FCF/ROE), and practical tips.
Themes

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Frequently asked questions

Investment guides – short FAQ

Short, practical steps with examples, checklists and references to further explanations.

For beginners and advanced users who want quickly applicable steps without unnecessary noise.

No. They are intended to be educational and help you work in a structured way. Results may vary.

Read, apply to a small position or paper trade, evaluate, and work with a clear plan.

Disclaimer: The information on this blog is intended solely for educational and informational purposes. It does not constitute personal investment advice. Investing involves risks. Always do your own research before making financial decisions.

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