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Part 1: Basic Investment Principles

Part 1: Basic Investment Principles

by Helen Lawton | Apr 20, 2023 | Investing 101 | 1 comment

If you are new to investing, you are in the right place. In this series, Helen Lawton, one of equily’s co-founders, outlines some basic principles she followed when she began her investment journey.

Part 4: Building Your Investment Portfolio

Part 4: Building Your Investment Portfolio

by Helen Lawton | Apr 18, 2023 | Investing 101

There are many approaches you can take when building a portfolio. In this article Helen Lawton, one of equily’s co-founders what she considers the main ones, including a detailed breakdown of the benefits of re-balancing.

1.0 How to build your model portfolio in equily

1.0 How to build your model portfolio in equily

by Ian Mccaw | Apr 17, 2023 | Onboarding support

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates how to build a model portfolio within equily.

2.1 How to back test and analyze the results

2.1 How to back test and analyze the results

by Ian Mccaw | Apr 15, 2023 | Onboarding support

Part of our onboarding series, in this video our co-founder Ian McCaw, demonstrates demonstrates how to run a back test and analyze the result within equily.

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