The problem
Your portfolio is almost certainly sitting below the efficient frontier — taking risk it isn’t being paid for. And that 60/40 you think is balanced is secretly 90% equity risk.
Investing punishes confident intuition. A cheap stock is often a value trap. Momentum feels wrong and works anyway. The right stock in the wrong size still sinks the portfolio. And your 12% return might have taken 20% risk to get — a bargain you’d never knowingly have made.
The investors who compound don’t have better hunches; they have better frameworks for risk, sizing and value. Diversification, as they say, is the only free lunch — if you know how much to take.
What this book gives you
How to Master Investment & Portfolio Frameworks gives you the 18 models behind disciplined investing — each a full chapter with the model behind it.
- Modern Portfolio Theory
- The Efficient Frontier
- CAPM
- Value, Quality & Momentum
- Margin of Safety
- Position Sizing
- The Kelly Criterion
- Risk Parity
… 18 in all, from portfolio construction to factor investing.
See it move
Build the portfolio on a risk-parity basis instead of a capital basis and watch the “balanced” 60/40 reveal itself: 90% of its risk was in equities all along. Rebalance to equalise risk, not money, and the same expected return arrives with far less white-knuckle volatility. The model shows you the risk you couldn’t see.
Buying more than one category? All 25 books and every one of the 467 models are £29.99 in the Business Framework Omnibus — less than the price of a third book. Prefer to try first? The free Framework Starter Pack gives you five complete chapters and their live Excel models.
18 frameworks. One category. The complete learning path. Every model in Investment and Portfolio Frameworks — explained, applied, and ready to use.
How to Master Investment and Portfolio Frameworks walks you through the complete arc: 18 models, in the order you'd actually learn them, each with a full practitioner chapter and a live Excel companion.
- 18 models across Investment and Portfolio Frameworks, the complete learning path
- Full practitioner chapters plus a live Excel companion for every model
- Written from 30+ years in investment banking, M&A and private equity
Investment and Portfolio Frameworks at a Glance
