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THE LIBRARY · GROWInvesting shelf

Investing

From your first index fund to allocation, bonds and advanced strategies.

Three books, read in order: the foundations, then the strategies, then a deep dive. Each chapter works its numbers out with the calculators and cites its sources.

Volumes3
Chapters20
Reading time2.1 h
Calculators8
READ IN THIS ORDERFoundations → Strategies → Deep dive
01
VOL 1 · FOUNDATIONSInvestment Foundations7 chapters · 41 min
  1. 01How Compound Growth Builds Wealth
  2. 02What You Own When You Buy a Stock
  3. 03How Bonds Work
  4. 04How Markets Work: Exchanges, Orders and Indexes
  5. 05Finding the Level of Risk You Can Live With
  6. 06Building the Bond Side of a Portfolio
  7. 07Getting Started: Accounts, Funds and a First Investment
02
VOL 2 · STRATEGIESStocks & Bonds Mastery7 chapters · 40 min
  1. 01Asset Allocation: Choosing Your Mix of Stocks and Bonds
  2. 02Index Funds and the Arithmetic of Costs
  3. 03Mutual Funds and ETFs: Same Holdings, Different Wrappers
  4. 04International Stocks, Currency and Home Bias
  5. 05Rebalancing: Keeping the Risk You Chose
  6. 06Picking Individual Stocks: The Odds, the Tools and a Safe Size
  7. 07Alternative Investments: What They Offer and What They Cost
03
VOL 3 · DEEP DIVEAdvanced Investment Strategies6 chapters · 42 min
  1. 01Tax-Efficient Investing
  2. 02REITs: Real Estate Through the Stock Market
  3. 03Owning Rental Property Directly
  4. 04Commodities and Gold in a Portfolio
  5. 05Cryptocurrency: What You Own and How to Size It
  6. 06Options as Protection: Puts, Covered Calls and Collars
CALCULATORS FOR THIS SHELF
Asset allocation by age & risk →What stock/bond/international mix should I hold?Investment fee / expense ratio impact →How much will a 1% fee cost me over 30 years?Real (inflation-adjusted) return →What am I earning after inflation?Portfolio rebalancing →How much of each fund to buy/sell to hit target?RSU vest tax and 22% withholding gap →How much tax when RSUs vest and is 22% enough?Stock Option Calculator →If I exercise ISOs/NSOs, how much tax/AMT and cash do I need?Asset location →Which assets belong in taxable, pre-tax and Roth?ESPP discount and tax →Is my ESPP discount worth the tax and the concentration?
TERMS ON THIS SHELF
Margin loanSeed phrase (recovery phrase)Multi-signature walletMoney market fundVestingRestricted stock units (RSUs)Asset allocationRisk toleranceIndex fundExpense ratioDuration (bonds)Yield to maturityDiversificationRebalancingExchange-traded fund (ETF)Capital gains distributionHome biasPrice-to-earnings ratio (P/E)Asset locationReal estate investment trust (REIT)Capitalization rateCash-on-cash returnContangoProtective putCovered callTime horizonTax drag