Monthly Archives: May 2019

My thoughts regarding the CAIA Exam

So, you are interested in alternative investments and you are seriously considering taking the CAIA exam?  I passed the level 1 and level 2 exams a few years ago and I would like to provide you with some genuine pieces … Continue reading

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CFA Level 2 General Overview and Tips

If you are reading this post, chances are you’ve passed the Level 1 exam. If that’s the case, congratulations, that’s a great achievement! Give yourself a pat on the back before you start worrying about how to tackle level 2. … Continue reading

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Furusato Nozei (Hometown Tax Donation Programme) in Japan

If you live and work in Japan, you should definitely be taking advantage of this benefit. Furusato Nozei or Hometown Tax Donation Programme is a system that was introduced by the Japanese government in 2008 to bring back and to … Continue reading

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Top 5 Popular Stocks in Japan that Offer Yutai Gifts

Yutai Gifts 株主優待 (Kabunushi Yutai) are perks that companies give to their shareholders as a form of gratitude for owning their stocks. These gifts are often tied to the product or service that the company provides. A lot of retail … Continue reading

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The Time Value of Money

The Time Value of Money is a core concept in finance. If you are in the early stages of your studies in the field of finance then this is a concept that you want to ensure that you understand well. … Continue reading

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The Dividend Discount Model

The Dividend Discount Model, also known as the Gordon Growth Model is a formula that allows us to calculate the intrinsic value of a stock. The model assumes that the fair value of a stock is the present value of … Continue reading

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What Is Duration and Why Does it Matter?

Throughout your studies of fixed income, very often you will have come across the concept of Duration. So why is it so important? Duration measures the sensitivity of your bond to changes in interest rate. Let’s say interest rates drop … Continue reading

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CFA Level 1 General Overview and Tips

So, you are seriously considering taking the CFA exam and you might be looking for some information online, if so, congratulations you have come to the right place. I sat and passed the exam back in 2011 and I would … Continue reading

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Opening a Brokerage Account in Japan

Before you continue reading I assume that you are a resident in Japan as you will have to submit proof of residency when opening up a brokerage account with a Japanese broker. When I was looking to open up an … Continue reading

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My Thoughts on the CFA Programme

The CFA (Chartered Financial Analyst) curriculum consists of three exams which test candidates on various topics relating to portfolio management, economics and accounting. Exams are offered twice a year for Level 1 (June and December) and once a year for … Continue reading

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