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Understanding Sharpe & Sortino Ratios: The Key to Smarter, Risk-Adjusted Returns

It’s tempting to evaluate an investment strategy purely by its headline returns—the percentage gain year over year. However, not all returns are created equal. The path you take to achieve those gains often involves varying levels of risk and volatility. If two portfolios deliver the same annual return, the one with fewer drawdowns and smoother growth is the better choice.

Published:

4/7/2025

Sidepocket Inc.

FINANCE

How to Minimize Drawdowns in Your Portfolio?
Drawdowns—peak-to-trough losses in your portfolio—often fly under the radar for many investors. While it’s natural to chase big returns, the real game-changer in wealth-building is how well you protect against losses. Even sophisticated investors may capitulate and sell at the bottom, missing the eventual recovery. By the end of this guide, you’ll understand how limiting drawdowns not only preserves capital but supercharges your long-term returns.

Published:

4/2/2025

Sidepocket Inc.

BEAR MARKET, BULL MARKET, DIVERSIFICATION, INVESTING, INVESTMENT

Automated Investing for Busy Professionals: A Time-Saving Guide
In today’s fast-paced world, many professionals struggle to find the time to manage their investments effectively. Between demanding work schedules, personal commitments, and everyday responsibilities, it can be difficult to research stocks, rebalance portfolios, and stay informed about market trends. That’s where automated investing comes in.

Published:

2/4/2025

SAVING, INVESTING

5 Things to Know Before You Start Investing
Investing is a powerful way to build wealth, but before you jump in, it’s important to understand the fundamentals. Here are five essential things you should know before you start investing and how platforms like Sidepocket can help you navigate your financial journey.

Published:

1/31/2025

Sidepocket Inc

INVESTMENT, INVESTING, SAVING

The Power of Compound Interest: Why Start Now
Compound interest is often called the eighth wonder of the world for a reason. It has the extraordinary ability to turn even modest investments into significant wealth over time. Whether you’re saving for retirement, a major life goal, or simply building financial security, understanding and leveraging compound interest is key to achieving your dreams. Platforms like Sidepocket make it easier than ever to harness the power of compounding, ensuring your money works smarter, not harder. Here’s why you should start now.

Published:

1/13/2025

Sidepocket Inc.

INVESTING, SAVING, FINANCE

Why Everyone Should Start Investing Early
Investing early is one of the most powerful financial decisions you can make. The sooner you begin, the more time your money has to grow through compound interest, market gains, and diversified investments. Whether you’re just starting your financial journey or looking to optimize your portfolio, here’s why early investing is crucial and how you can get started with Sidepocket.

Published:

1/25/2025

Sidepocket Inc

BUDGETING FINANCIAL MARKET, INVESTING, SAVING

The Beginner’s Guide to Diversifying Your Portfolio
Investing is one of the best ways to build wealth over time, but putting all your money into a single stock, asset, or sector can be risky. Diversification is the key to managing that risk and optimizing your returns.

Published:

1/20/2025

Sidepocket Inc

DIVERSIFICATION, 60/40 PORTFOLIO, FINANCIAL MARKET, INVESTMENT

How Automated Investing Secures Your Retirement
Planning for retirement is one of the most important financial decisions you will make. With longer life expectancies and increasing costs of living, securing a stable financial future is crucial.

Published:

1/8/2025

Sidepocket Inc

SAVING, INVESTMENT, BUDGETING, DIVERSIFICATION

How to Set Achievable Financial Goals for 2025
As a new year approaches, there’s no better time to take charge of your finances and set meaningful goals for the future. Financial goals give you a clear roadmap, helping you build wealth, reduce stress, and achieve peace of mind. Whether you’re looking to save, invest, or reduce debt, setting achievable financial goals requires careful planning and the right tools. Platforms like Sidepocket can help you turn your aspirations into actionable steps, ensuring you stay on track throughout 2025. Here’s how to set and achieve your financial goals for the upcoming year.

Published:

1/1/2025

Sidepocket Inc.

BUDGETING, FINANCE, INVESTING

Maximizing ROI with Automated Investing
When it comes to building wealth and achieving financial goals, one term reigns supreme: Return on Investment (ROI). Maximizing ROI is the cornerstone of any successful investment strategy, and automated investing has emerged as a powerful tool to help individuals optimize their returns while minimizing effort. Platforms like Sidepocket are revolutionizing the investment landscape, providing technology-driven solutions that make maximizing ROI more accessible than ever before. Here’s how automated investing can elevate your financial strategy and why Sidepocket should be your go-to platform.

Published:

12/20/2024

Sidepocket Inc.

INVESTMENT, DIVERSIFICATION, FINANCE, SAVING

How To Set Up a Low-Risk Portfolio for Retirement
Retirement planning is one of the most important financial goals you’ll face. Whether you’re nearing retirement or just starting to plan, setting up a low-risk portfolio can provide the financial security and steady growth needed for your golden years. Thanks to automated investment platforms like Sidepocket, creating and managing a low-risk retirement portfolio is easier and more efficient than ever. Here’s a step-by-step guide to help you build a portfolio that minimizes risk while maximizing your peace of mind.

Published:

12/25/2024

Sidepocket Inc.

DIVERSIFICATION, DRAWDOWN, INVESTING

How to Start Investing with Just $100
Investing can seem daunting, especially if you believe you need a fortune to get started. The truth is, you don’t need to be wealthy to begin building your financial future. With as little as $100, you can start your investment journey and set yourself on the path to financial growth. Thanks to platforms like Sidepocket, investing is more accessible and user-friendly than ever before. Let’s explore how you can start investing with $100 and why Sidepocket is the ideal platform to help you grow your wealth.

Published:

1/7/2025

Sidepocket Inc

BUDGETING, INVESTING, SAVING

Why Automate Your Investing? 5 Key Benefits
Investing is a critical step in building financial security and achieving long-term goals, but navigating the complexities of the market can be overwhelming. The solution? Automation. Automated investing platforms like Sidepocket are transforming the way people manage their portfolios, making investing more accessible, efficient, and tailored to individual needs. Let’s explore the top five benefits of automating your investments and why Sidepocket is the perfect partner for your financial journey.

Published:

12/31/2024

Sidepocket Inc

INVESTMENT, DIVERSIFICATION

Investing with an Irregular Income: A Freelancer’s Guide
Freelancing offers a thrilling blend of independence, flexibility, and creative freedom, making it an appealing career choice for millions worldwide. But alongside these perks comes a significant challenge: managing finances with an irregular income. Without the predictability of a steady paycheck, freelancers often face uncertainty in budgeting, saving, and investing.

Published:

11/30/2024

Sidepocket Inc.

INVESTING, SAVING, BUDGETING, DIVERSIFICATION

Understanding Risk Tolerance: What’s Right for You?
Imagine standing at a financial crossroads, wondering if you should take a bold leap into the stock market or play it safe with a high-yield savings account. Knowing your risk tolerance could be the compass that guides your investment journey to success. An investment platform like Sidepocket can help you tailor your investment strategy to your unique risk tolerance.

Published:

12/15/2024

Sidepocket Inc.

INVESTING, DIVERSIFICATION, FINANCIAL TERMS

Investment Basics 101: A Beginner’s Guide
Getting started with investing can feel like stepping into an unfamiliar world, especially for young professionals navigating the early stages of their financial journey. Yet, it's one of the most powerful tools for building long-term wealth and achieving financial independence. Starting early provides a critical advantage: time. The longer your money has to grow, the more you can benefit from compound interest, turning modest contributions into significant returns over the years.

Published:

11/15/2024

Sidepocket Inc

INVESTING

Why Passive Income Should Be Part of Your Financial Goals
Building financial security isn’t just about saving—it’s about creating sustainable income streams that work for you. Passive income is a key component of long-term wealth building, allowing you to generate earnings with minimal ongoing effort. Whether you’re aiming for financial independence, early retirement, or simply a safety net, incorporating passive income into your financial goals is a smart move. Here’s why and how you should get started.

Published:

2/13/2025

Sidepocket Inc

INVESTMENT, INVESTING

How to Track Your Investment Progress in 2025
Tracking your investments is essential to ensuring that you stay on course to achieve your financial goals. With the ever-evolving market conditions and new technologies, 2025 presents more tools than ever to monitor your portfolio efficiently. Whether you're a seasoned investor or just getting started, having a structured approach will help you make informed decisions and maximize your returns. Here’s how you can track your investment progress effectively in 2025.

Published:

2/9/2025

Sidepocket Inc

BUDGETING, INVESTING, SAVING

FINANCIAL TERMS

FINANCE

60/40 PORTFOLIO

INVESTMENT

BEAR MARKET

BULL MARKET

DRAWDOWN

FINANCIAL MARKET

DIVERSIFICATION

BUDGETING

SAVING

INVESTING

STOCK TRADING

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