Articles
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Volatility harvesting
How rebalancing extracts return from risk itself
How periodically rebalancing between two uncorrelated assets generates a return premium — even when both assets have identical expected returns.
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What is GAK? A comprehensive guide to average cost basis in Danish taxation
How GAK works, when it applies, and the pitfalls investors need to know
An in-depth explanation of gennemsnitlig anskaffelseskurs (GAK) — the average cost basis method used in Danish taxation — how it is calculated, when it applies, and common mistakes.
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Interactive simulation components
What they do, how they work, and what they can't do
A technical walkthrough of the five interactive finance components on this site — compound interest, rebalancing visualiser, Monte Carlo simulator, optimal rebalance frequency, and volatility harvesting simulator — covering settings, calculation models, and limitations.
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Rebalancing vs. Danish Taxation
Why classical portfolio theory doesn't always work in a Danish taxable account
Rebalancing is a classic investment strategy, but Danish realisation-based taxation can significantly change the outcome. Here's why.
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Risk-Balanced Portfolios
Diversifying risk, not just capital
What risk-balanced portfolios are, how different assets carry different risks, and how classic examples aim to balance them across economic regimes.
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Rebalancing in practice
discipline first, taxes second
When and how to rebalance in real life using fixed thresholds and simple math — and how taxes adjust the rules without taking over the strategy.
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Rebalancing Threshold Design
Absolute, relative and hybrid bands
A thorough examination of how to set rebalancing thresholds – absolute percentage points, relative bands, and hybrid models – and what they imply for risk and turnover.
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What is rebalancing
and why do investors do it?
A practical explanation of portfolio rebalancing, why investors use it, and how it can reduce risk and improve the long-term experience.