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CHARLIE YANG
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Finance is the study of money

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365 Principles of Investing
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️⭐️⭐️
Reference: 365 Principles of Investing
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From Reverse Merger to SPAC & Direct Listing
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️⭐️
Reference: American Dairy Inc. SEC Filing;  
登陆纳斯达克的跳板;飞鹤乳业走的是一条中国企业海外上市的另类路线
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Investor Risk Tolerance Measurement System
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️
Reference: 4T-10C Risk Measurement System
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Capital Market Sentiment Decoupling Method
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️
Reference: Systematic Market Measurement
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Principal Protected Index Investment Formula
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️
Completeness: ⭐️⭐️⭐️⭐️
Reference: Lifetime Income Research
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Double Income Dynamic Asset Allocation
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️⭐️⭐️
Reference: Equity Income Growth Research
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Averaging Investment Strategy Comparison
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️⭐️
Reference: Power of Averaging
powerofaveraging.pdf
File Size: 290 kb
File Type: pdf
Download File

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Theme-Based Portfolio Benchmarks and Standards
​Story (When/Where/Who):
Problem (What/Why):
Discovery (How):
  • Basic -
  • Intermediate -
  • Advanced -
Significance: ​⭐️⭐️⭐️⭐️ 
Completeness: ⭐️⭐️⭐️
Reference: Intelligent Model Portfolios; Theme-Based Investment Benchmark
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