Plutux

Investing 101

Lessons from the investing classics, in plain language.

Short, beginner-friendly guides built on ideas from books that have survived decades — Graham, Malkiel, Marks, Kahneman, Bogle, Housel — plus plain-language answers to the claims doing the rounds in short-form trading videos. No jargon, no predictions, no tips.

125 guides · Beginner friendly

Follow a path, not a list

Each path is a goal, five to fourteen guides in reading order, and a line under every step saying why it comes there.

See all learning paths (18) →
A compass on the first of several illuminated stepping stones leading toward a calm horizon
Beginner12 guidesabout 86 min total

Start here: your first month, without losing money to avoidable mistakes

For someone who has not bought anything yet, or has and would like to understand what they did. Eleven short guides, in the order the decisions actually arrive: what this is, what money is eligible, what to buy, which button buys it, and what to do the first time it falls. It ends with a rule you can follow rather than a strategy you have to defend.

Open path

A globe encircled by balanced portfolio tiles representing diversified global index investing
Beginner12 guidesabout 91 min total

The index investor's whole job

If you never pick a stock, this is the entire job — and it is short. Twelve guides covering every decision that is genuinely yours: how much in stocks, from which countries, at what cost, and what to do with the dividends.

Open path

A lens revealing candlesticks, support, resistance, volume and momentum on a price chart
Beginner11 guidesabout 83 min total

Read a price chart from scratch

From the axes to the indicators, in the order each one becomes useful. Every indicator here is introduced as what it is measuring, not as a signal to obey — which is the difference between reading a chart and following one.

Open path

Risk & trading system

Risk9 min read

Cutting Losses and Sizing Positions: The Math Beginners Skip

The oldest trading book on most reading lists is a memoir, not a manual — but its two hard-won lessons are arithmetic, and the arithmetic has not changed since 1923.

Based on Reminiscences of a Stock OperatorEdwin Lefèvre

Read guide

Risk8 min read

The 2% Rule, and the Second Rule Nobody Copies

The 2% rule is quoted everywhere. The rule that makes it work is quoted almost nowhere, and without it a disciplined trader can still lose half an account in a single bad month.

Based on The New Trading for a LivingAlexander Elder

Read guide

Order types5 min read

Market, Limit and Stop Orders — The Three Buttons, in Plain English

The rest of this section keeps telling you to buy, to set a stop, to wait for a level. This is the guide about the buttons that actually do those things — and the single trade-off that separates all three of them.

Based on a clip by @RyanOConnellCFA YouTube

Read guide

Risk10 min read

Where to Set a Stop Loss, and When to Move It

Most stop-loss advice gives you a number. This one gives you an example that contains a formula, and the formula is the useful part: your position size decides how much room your stop is allowed to have, long before your opinion about the chart does.

Based on a clip by @RichardMoglen YouTube

Read guide

Order types6 min read

Trailing Stops: The Exit That Follows the Trade Up

A fixed stop protects the entry; a trailing stop follows the price up at a set distance and never moves down, so it protects profits without you watching. The mechanics are simple — the real decision is how wide to set the trail.

Based on a clip by @tracerouda YouTube

Read guide

Risk8 min read

Averaging Down Works on an Index and Ruins You on a Single Stock

The same action, two completely different outcomes. An index quietly cuts its own losers every rebalance. A single stock has nobody doing that for it, and neither do you once you have decided not to sell.

Based on a clip by @FinancialWisdom YouTube

Read guide

Leverage6 min read

Leverage Changes Your Size, Not Your Risk

Pips, lot sizes and leverage in one page. The mechanics in the source video are correct; the reassurance at the end of it is not, and it is the sentence most likely to cost a beginner their account.

Based on a clip by @TheMovingAverage YouTube

Read guide

Options8 min read

Options Basics: Four Numbers Before You Buy One

An option is not a cheaper stock. It is a time-limited contract whose value depends on direction, distance, time and expected movement — and it can go to zero.

Based on a clip by @projectoption YouTube

Read guide

Options theory8 min read

How an Option Gets Its Price: A Probability Picture

An option's price is not a random guess or just the distance to the strike. It reflects possible future payoffs, their probabilities, time and the market's expected movement.

Based on a clip by @deltatrendtrading TikTok

Read guide

Bet sizing9 min read

Size by Volatility, Not by Conviction

Buying the same dollar amount of every position feels neutral. It isn't: it quietly puts several times more risk into the volatile names. Here is the fix, which is arithmetic rather than judgement.

Based on Systematic TradingRobert Carver

Read guide

Bet sizing10 min read

The Kelly Criterion: How Much to Bet When You Actually Have an Edge

A formula from 1956 that answers the question most beginners never ask: not what to buy, but what fraction of the account to put behind it. Including the reason almost nobody should use its full answer.

Based on Fortune's FormulaWilliam Poundstone

Read guide

Risk8 min read

The $20-to-$52,000 Challenge, Run 1,000 Times

Thirty levels, 30% profit a level, 23% of the account risked on every trade. Simulated a thousand times it looks like a 99.5% success rate — until you change one number that you were never able to control anyway.

Based on a clip by @TRADINGRUSH YouTube

Read guide

Expectancy10 min read

R-Multiples and Expectancy: The Only Two Numbers a Trading Record Needs

Stop counting your results in dollars. One unit of risk is 1R, every outcome is a multiple of it, and the average of those multiples is the only number that tells you whether a method works.

Based on Trade Your Way to Financial FreedomVan K. Tharp

Read guide

Process9 min read

Your Best Ideas Are Not the Problem

Forty-five investors were each given money to put into their single best ideas. Most of those ideas lost money. What separated the winners from the losers was entirely what they did next.

Based on The Art of ExecutionLee Freeman-Shor

Read guide

Risk9 min read

What the Market Wizards Actually Had in Common

Schwager interviewed the best traders he could find and expected to collect their secrets. What he got instead was a set of methods that flatly contradict each other, plus one habit that none of them was willing to bend.

Based on Market WizardsJack D. Schwager

Read guide

Method10 min read

Twenty Trading Strategies in Twelve Minutes — How Many Are Actually Different?

A rapid-fire tour of about twenty tools, from Fibonacci retracements to moon phases. It is an excellent index and a terrible to-do list — because a third of the list is the same idea wearing different clothes, and the video never says so.

Based on a clip by @DataTraders YouTube

Read guide

Risk & reward8 min read

Risk–Reward Ratio for Beginners — A Better Entry Can Change the Whole Trade

The video gets the core asymmetry right: cap losses and let winners have room. The important correction is that risk-reward is only half the equation; win rate, costs and execution decide whether the combination works.

Based on a clip by @FinancialWisdom YouTube

Read guide

Method10 min read

Why Your Backtest Looks Better Than Your Account

Every rule can be made to look good on the data it was built from. Telling the difference between a discovery and a coincidence is a testing problem, and it has a known answer.

Based on Evidence-Based Technical AnalysisDavid Aronson

Read guide

Testing7 min read

Backtest a Trading Strategy Without Fooling Yourself

A backtest is a fast way to test a written rule, not a machine that turns a vague idea into a promise. The useful result comes from what you refuse to change after seeing the chart.

Based on a clip by @TradingLabOfficial YouTube

Read guide

Definitions8 min read

Setup, Strategy, System — Three Words, Three Scopes, and No Agreed Definition

Three words most material uses interchangeably, separated by scope rather than by quality. The useful part is not the definitions themselves — it is realising there is no standard, so the only safe move is to ask what someone means before you copy what they do.

Based on a clip by @ukspreadbetting YouTube

Read guide

Process10 min read

Trading System vs Strategy — Why Consistency Has to Come Before Profit

A definition most material gets wrong, and a reason to care about it: if your whole approach is one undivided strategy, then when it stops working you have no way to find out which part failed. Splitting it into fixed steps and variable methods turns a vague slump into a locatable fault.

Based on a clip by @Duomoinitiative YouTube

Read guide

Psychology10 min read

Does Your Trading System Fit You? — The Testable Half of a Trading-Psychology Video

The argument is that you keep breaking your own rules because the rules were built for somebody else. That is real, and the symptoms it lists are observable. What it gets wrong is treating fit as a substitute for edge — a system perfectly matched to your psychology can still have no expectancy at all.

Based on a clip by @StickTraderMind YouTube

Read guide

Trend following11 min read

The Turtle Trading Rules: What a Two-Week Course Actually Taught

In 1983 a commodities trader bet that he could teach a group of strangers to trade in two weeks. The rules were later published in full — and the part everyone copies is the part that mattered least.

Based on Way of the TurtleCurtis Faith

Read guide

Trend following8 min read

Trend Following: What a 22-Year Study Actually Shows

Trend following is not a high-win-rate trick. Its simple promise is narrower: accept many small losses while staying in the few moves that travel far enough to pay for them.

Based on a clip by @FinancialWisdom YouTube

Read guide

Mean reversion7 min read

The RSI-2 Dip-Buying System, Tested — and the Rule It Quietly Leaves Out

Buy S&P weakness only above the 200-day average, enter when a 2-period RSI drops below 10, exit when it crosses 70. An 18-year backtest shows high win rates and better ratios with scale-ins — and no stop loss anywhere in the rules.

Based on a clip by @TheTransparentTrader YouTube

Read guide

Process11 min read

What a Complete Trading System Actually Requires — Build It for Your Worst Day

The strongest idea in trading psychology, stated plainly: a system designed for the disciplined version of you is not a system, because that version is not the one who shows up most days. Five structural parts, one of which — the hard daily limit — is worth more than the other four combined.

Based on a clip by @thespiritualtraderr YouTube

Read guide

Planning11 min read

Your First Trading Plan — Seven Sections, and the Two That Do the Work

The clearest beginner framing of a trading plan is that it is a written artefact you can hand to someone else. Seven sections, each one a decision made in advance — plus the test-then-refine loop that separates a plan from a wish.

Based on a clip by @_anthonysworld_ YouTube

Read guide

Rules8 min read

Ten Rules From Thirteen Years — Seven Hold Up, Two Need a Condition, One Is Backwards

Start small, trade a tested setup, track results, don't over-trade, let winners run. Good rules, and one of them is stated with a number that turns your best trades into scratches.

Based on a clip by @DayTradingAddict YouTube

Read guide

Rules7 min read

Six Day Trading Rules for Beginners — Which Ones Travel

Most of these rules work anywhere on day one. Two of them are true of US small caps and quietly change meaning somewhere else — and the strongest rule in the list is the one nobody quotes.

Based on a clip by @HumbledTraderOfficial YouTube

Read guide

Swing trading6 min read

Three Swing Trading Rules — Wait for the Hard Trade, Then Follow the Trend

The best beginner takeaway is simple: trade with the longer trend, wait for a pullback to a meaningful level, and define risk before you enter. The market is not obliged to reward a clever story.

Based on a clip by @MoneyShow YouTube

Read guide

Trading style6 min read

Swing Trading vs Day Trading: Choose Fewer Decisions First

The TikTok says swing traders are much more likely to be profitable. The useful lesson is narrower: fewer decisions can reduce costs and emotional errors, but no style is automatically profitable.

Based on a clip by @moneyballaustin TikTok

Read guide

Discipline6 min read

Stop the Trader Spiral Before It Starts — Goals, Stops and a Daily Brake

The clip's strongest point is not motivation: an organised trader knows the loss limit and the stopping point before the first click. Without those brakes, a winning morning can become a losing night.

Based on a clip by @precisiontrader_ TikTok

Read guide

Process7 min read

The Hour Before the Open: A Routine You Can Copy Today

Most of what makes a trading day go well happens before the market opens and after it closes. Here is the routine, with the two steps that do the work marked out from the ones that just feel productive.

Based on a clip by @DayTradingAddict YouTube

Read guide

Trade selection5 min read

How Many Markets Should You Actually Trade?

One market means you either wait or you invent a trade. But two correlated markets are one position at double the size, so the fix is not a longer watchlist — it is a less related one.

Based on a clip by @officialdanfx TikTok

Read guide

First year6 min read

Aim to Break Even Before You Aim to Profit

Set the first-year target to zero. A year that ends flat means you bought twelve months of real screen time for nothing — and you are still holding the account you will need later.

Based on a clip by @TheSecretMindset YouTube

Read guide

Review6 min read

A Trading Journal Records What Your Broker Cannot

Your broker already stores every price and every fill. The journal exists for the part nobody else records — why you pressed the button, and whether you would press it again.

Based on a clip by @TheTradingGeek YouTube

Read guide

Process12 min read

A Trading System Will Not Make You Money — What It Actually Does

The capstone of the risk and system track, argued across the five guides that come before it. Three definitions of the word that contradict each other, the three things that survive the disagreement, and the limit every source concedes near the end and nobody puts in the title.

Argued across 5 guides in this series

Read guide

Trading system10 min read

Build a Break-and-Retest Trading System From Scratch

A beginner's break-and-retest system in plain English. Eight short sections, a source clip for every section, simple diagrams, and the rules that keep a clean chart idea from becoming a guessing game.

Based on a clip by @TheTradingGeek YouTube

Read guide

Mindset & psychology

News and markets6 min read

They Were Given Tomorrow's Headlines. Half of Them Still Lost

The cleanest experiment in this whole section: give people a crystal ball and watch them lose money anyway. It settles two arguments at once — what news is worth, and what actually separates a professional from you.

Based on a clip by @TheEconomist YouTube

Read guide

Getting started9 min read

Trading vs Investing — The Line Is Not the Holding Period

Two words used as if they described different assets, when they describe different intents. The distinction that survives scrutiny is not how long you hold — it is whether your return depends on the business or on the next person's price.

Based on a clip by @ThePlainBagel YouTube

Read guide

Experience8 min read

An Ex-Goldman Trader on Starting Out — Three Lines Worth Keeping

Twelve minutes of career story with three operational sentences buried in it: you learn nothing until you have a position, volatility is the raw material, and the track record is the credential.

Based on a clip by @InstituteofTrading YouTube

Read guide

Trader interview8 min read

A Wall Street Trader on the Work Behind Consistency — No Magic Bullet

The interview's strongest lesson is about effort allocation: trading improves when you collect feedback, protect your time and build a routine you can sustain. Copying the visible habits without the review underneath is just theatre.

Based on a clip by @BTheTrader87 YouTube

Read guide

Trader interview6 min read

A Successful Trader on the Work Nobody Can Copy

The interview separates the visible part of trading — patterns and setups — from the less visible work: focus, discipline, repetition and staying with a plan through ordinary days.

Based on a clip by @MoneyShow YouTube

Read guide

Psychology7 min read

The Five Stages of a Trader — A Useful Map With Invented Numbers

Gambler, learner, survivor, enlightened, capitalist. The transitions between them are recognisable and worth knowing. The 90%, 70%, 10% and 2% sprinkled through the video are not evidence.

Based on a clip by @StickTraderMind YouTube

Read guide

Expectations5 min read

What a $100 Account Can Actually Pay For

A very good month on a hundred dollars is ten dollars. That number is not the problem — the goal you attached to it is, because there is only one way to reach a car from here.

Based on a clip by @clifford_cheqona TikTok

Read guide

Trader experience6 min read

What Blowing Up Accounts Teaches You — Capital Is Not Skill

The speaker's experience is a useful warning against treating a funded account as proof of readiness. Money made the mistakes larger; only discipline, smaller risk and deliberate practice changed the path.

Based on a clip by @precisiontrader_ TikTok

Read guide

Mindset8 min read

Mr. Market and Margin of Safety, Explained for Beginners

Benjamin Graham gave beginners two tools that still work: a mental model for price swings, and a discipline that survives being wrong. Here is how to use both without reading 600 pages first.

Based on The Intelligent InvestorBenjamin Graham

Read guide

Judgement8 min read

Second-Level Thinking: Why a Good Company Is Not a Good Buy

"It's a great company, so I bought it" is a complete thought for a customer and half a thought for an investor. Howard Marks explains what the other half is, and why risk cannot be read off a price chart.

Based on The Most Important ThingHoward Marks

Read guide

Psychology9 min read

The Four Biases That Cost Beginners the Most Money

You cannot debias yourself by resolving to be more rational — that is the finding, not a failure of effort. What works is changing the conditions under which you decide. Here are four biases and the countermeasure for each.

Based on Thinking, Fast and SlowDaniel Kahneman

Read guide

Psychology9 min read

Mental Accounting: Why the Same Money Buys Different Decisions

Money is fungible; your brain refuses to treat it that way. Three consequences of that refusal show up in almost every brokerage account, and all three have the same fix.

Based on MisbehavingRichard H. Thaler

Read guide

Psychology6 min read

The Trade After the Loss Is the One That Costs You

Accounts are rarely destroyed by one bad trade. They are destroyed by what comes next: bigger size, a setup you would normally skip, and a decision made in the ten minutes when you are least able to make it.

Based on a clip by @echoesofwallst TikTok

Read guide

Psychology6 min read

Watching Every Tick Is Not Analysis

Once the stop and the target are placed, there are only two things you can do next. One of them is patience. The other one has a name, and it is not risk management.

Based on a clip by @echoesofwallst TikTok

Read guide

Psychology10 min read

Thinking in Probabilities: What the Trader Mindset Talk Gets Right, and Where It Overreaches

A finance lecturer's talk on how successful traders think: flat affect, mechanical routine, probability rather than certainty, and clarity in place of positivity. Two of those ideas are load-bearing. One of them, taken literally, will cost you money.

Based on a clip by @TEDx YouTube

Read guide

Psychology7 min read

Five Trading Psychology Rules — Build the Process Before You Chase the Profit

The useful lesson is not to feel less. It is to make fewer decisions while your feelings are loud: write the setup, define the risk, and let one tested process do the work.

Based on a clip by @TheMovingAverage YouTube

Read guide

Psychology7 min read

Trading Psychology Is an Environment Problem — Make Good Decisions Easier

Rayner Teo's short lesson moves trading psychology out of the motivational-poster category: change the pressure around the trade, score rule-following, and judge the method over a sample.

Based on a clip by @tradingwithrayner YouTube

Read guide

Trader experience7 min read

Nine Trading Psychology Lessons in Plain English — Think in Samples, Not Single Trades

Jdun Trades' nine-minute recap is strongest when reduced to one habit: stop letting the last trade make the next decision. Use a sample, a journal and a fixed risk rule.

Based on a clip by @JdunTrades YouTube

Read guide

Trading psychology6 min read

Seven Trading Behaviour Leaks to Catch Before They Cost You

The clip uses seven “deadly sins” as a memorable label for common trading mistakes. Keep the memorable list, drop the moral judgement, and turn each leak into a behaviour you can observe and stop.

Based on a clip by @erostrades TikTok

Read guide

Psychology9 min read

The Four Fears That Break a Perfectly Good Plan

Nearly everyone who abandons a rule can name the moment but not the reason. There are only four reasons, and each one attacks a different clause of the plan.

Based on Trading in the ZoneMark Douglas

Read guide

Discipline6 min read

A Daily Profit Target Makes You Take Worse Trades

Setting a daily dollar goal feels like discipline. It is the opposite: it hands the trade-selection decision to a clock and a number that the market never agreed to.

Based on a clip by @jduntrades YouTube

Read guide

Psychology8 min read

Six Things to Stop Doing — Getting Better by Subtraction

Counting the profit before you enter, hopping strategies, hunting tops and bottoms, swinging for home runs, setting profit goals, copying alerts. Six habits, each one removable this week.

Based on a clip by @UmarAshraf28 YouTube

Read guide

Judgement9 min read

Resulting: Why a Winning Trade Is Not Proof of a Good Decision

The habit of working backwards from how a trade turned out has a name, and it is the reason experience does not automatically make people better investors. Here is the alternative.

Based on Thinking in BetsAnnie Duke

Read guide

Psychology7 min read

“I Learned Nothing for Four Years” — What Turns a Loss Into a Lesson

Fund the account, lose it, top it back up, repeat. Years pass and nothing accumulates. The switch is not a new technique; it is being willing to read your own record.

Based on a clip by @TraderTomTube YouTube

Read guide

Track records6 min read

An 18-Year-Old Making $15,000 a Week — What Five Good Months Prove

Five profitable months is about a hundred trading days. The study everyone quotes at day traders only starts counting people at three hundred. That gap is the whole argument.

Based on a clip by @george.kamel TikTok

Read guide

Judgement9 min read

A Good Track Record Is Not Evidence of Skill

Run enough people through a random process and some of them finish with spotless records. They will have explanations. So will you, about your own results.

Based on Fooled by RandomnessNassim Nicholas Taleb

Read guide

Market history10 min read

The Anatomy of a Bubble: Five Stages That Keep Repeating

Manias are not random. They follow a sequence that historians have documented since the 1630s, they run on credit rather than enthusiasm, and the top is always defended with the same sentence.

Based on Manias, Panics, and CrashesCharles P. Kindleberger

Read guide

Crashes7 min read

What to Do When the Market Drops

Down years are a feature of owning stocks, not evidence something has broken. What makes them dangerous is the story attached to them.

Based on a clip by @BenFelixCSI YouTube

Read guide

Index, costs & compounding

Market basics6 min read

How the Stock Market Works in Four Simple Moves

Buying a share makes you a small owner of a business. The market then gives that share a moving price, based on what buyers and sellers believe about the business and the future.

Based on a clip by @TEDEd YouTube

Read guide

Before you start5 min read

What Has to Be True Before You Invest Anything

Before any strategy, one sorting job: which of your money has a date attached to it. Get that wrong and a normal market fall turns into a forced sale — which is the one loss no method can recover from.

Based on a clip by @MoneyGuyShow YouTube

Read guide

Price moves6 min read

Why a Stock Falls on Good News

The most confusing thing a beginner watches happen, explained once: the number a company reports is not compared with last year. It is compared with what everyone already assumed, and that assumption is already in the price.

Based on a clip by @kylascanlon YouTube

Read guide

Interest rates6 min read

What a Central Bank Actually Sets, and What It Only Influences

“The Fed cut rates” is the most misread headline in finance. It sets one very short rate; everything with a longer horizon is priced by a different market, and often has already moved before the decision.

Based on a clip by @firstcitizensbank YouTube

Read guide

Funds6 min read

Index Funds and ETFs: What You Are Actually Buying

Everything else in this track tells you to buy an index fund. This is the guide that says what one is, why the fee is so small, and how an ETF differs — which is less than most comparisons suggest.

Based on a clip by @BrianFeroldiYT YouTube

Read guide

Getting started9 min read

Why Most Active Investors Trail the Index

The case against stock picking is usually presented as an insult. It is not — it is arithmetic. Understanding why the average active investor must trail the index tells you exactly where an individual's remaining edge lives.

Based on A Random Walk Down Wall StreetBurton Malkiel

Read guide

Getting started8 min read

Investing Is a Loser's Game, and That Is Good News

In amateur tennis, points are not won — they are given away. Ellis's claim is that professional investing crossed the same line, and that the winning strategy is therefore to stop making mistakes rather than to make brilliant moves.

Based on Winning the Loser's GameCharles D. Ellis

Read guide

Costs7 min read

How a 1% Fee Takes a Quarter of Your Money

John Bogle's argument fits in one line — you keep what you do not pay away — and beginners routinely underestimate the number by an order of magnitude. Here is the calculation, done slowly.

Based on The Little Book of Common Sense InvestingJohn C. Bogle

Read guide

Time8 min read

Compounding Is Boring for a Long Time, Then It Isn't

Compounding produces almost nothing for years and then produces almost everything. That shape explains why patient investors win, why most people quit before the interesting part, and what to optimise for instead of returns.

Based on The Psychology of MoneyMorgan Housel

Read guide

Inflation9 min read

Real Returns: What Inflation Does to a Number You Were Proud Of

Every return you are quoted is before inflation. Subtracting it changes which assets look safe, changes how much you need to save, and turns the safest-feeling choice into the one guaranteed to lose.

Based on Stocks for the Long RunJeremy J. Siegel

Read guide

Expected returns6 min read

The Average Year Never Actually Happens

Long-run stock returns are a summary, not a forecast. In 47 years of data the average return happened zero times, and half of all years landed outside a range twenty-three points wide.

Based on a clip by @BenFelixCSI YouTube

Read guide

Dividends7 min read

A Dividend Is Not Free Money

The payment is real. The idea that it is income arriving on top of your investment is not — it comes out of the share price, on the day, every time.

Based on a clip by @BenFelixCSI YouTube

Read guide

Allocation9 min read

The Only Free Lunch: Why Correlation Pays You

Markowitz proved something that sounds wrong: adding a volatile asset to a portfolio can reduce its risk. The mechanism is correlation, and it is the one advantage in investing you get without predicting anything.

Based on Portfolio SelectionHarry Markowitz

Read guide

Bonds6 min read

What a Bond Actually Is, and Why Its Price Moves the Wrong Way

The other half of every asset allocation, and the one nobody explains first. A loan, a fixed yearly payment, a date — and one relationship that looks backwards until you see the arithmetic.

Based on a clip by @MindMathMoney YouTube

Read guide

Allocation10 min read

Asset Allocation and Rebalancing: The Decision That Does Most of the Work

Before you choose a single holding, you have already made the decision that determines most of what happens: how much of the money sits in stocks. Here is how to set it and how to keep it there.

Based on The Four Pillars of InvestingWilliam J. Bernstein

Read guide

Diversification9 min read

Home Bias: Why One Country Is Not the World

The single largest concentration in most portfolios is not a stock. It is a country — usually the one the investor happens to live in, chosen by nobody.

Based on Triumph of the OptimistsElroy Dimson, Paul Marsh and Mike Staunton

Read guide

Getting invested6 min read

Dollar-Cost Averaging vs Investing It All At Once

Averaging in feels safe and is measurably worse. But the size of the gap is small, and the reason people want it points at a different problem entirely — one worth fixing directly.

Based on a clip by @BenFelixCSI YouTube

Read guide

ETFs10 min read

Buying an Index ETF Only on Red Days — What the One-Minute Rule Actually Does

Divide the month's investment by the number of trading days. Check the index once a day. Buy a slice only when it is red. It takes a minute, it is easy to keep, and it is a spending schedule rather than an edge — which is fine, as long as you know which one you bought.

Based on a clip by @PushkarRajThakurOfficial YouTube

Read guide

Picking & holding stocks

Valuation6 min read

What a P/E Ratio Is, and the Comparison That Makes It Useless

The most quoted number in stock picking, and the one most often misused. What it actually measures, and why comparing it across two industries produces a confident wrong answer.

Based on a clip by @seekingwisdominvesting YouTube

Read guide

Valuation9 min read

"If You Can't Answer This, Don't Buy the Stock" — Buffett's Test in One Question

One answer at a university Q&A, and the cleanest statement of what a share is. Intrinsic value is all the cash a business will hand you, discounted — which makes valuation three questions, and makes "I can't answer that" a complete decision rather than a gap to be filled with optimism.

Based on a clip by @YAPSS YouTube

Read guide

Fundamentals7 min read

Three Statements, Three Questions

A company's accounts look impenetrable until you know that each of the three statements exists to answer exactly one question. Learn the three questions and the layout stops mattering.

Based on a clip by @BrianFeroldiYT YouTube

Read guide

Valuation13 min read

How to Tell Whether a Stock Is Cheap — Three Methods, and Why You Need More Than One

Cheap has nothing to do with the share price. Three ways to estimate what a business is worth, what each one assumes, and why the honest answer is to run more than one and look for agreement rather than precision.

Based on a clip by @TheSwedishInvestor YouTube

Read guide

Screening6 min read

The Four-Number Stock Checklist — Which Parts Survive

Four numbers, one score, ten minutes a stock. The structure is genuinely useful for a beginner — but one of the four rewards you for buying what has already gone up.

Based on a clip by @joyeeyang YouTube

Read guide

Screening9 min read

Two Numbers: Cheap, and Good

Greenblatt reduced stock selection to two rankings added together. The interesting part is not the formula — it is his explanation of why it cannot be arbitraged away.

Based on The Little Book That Beats the MarketJoel Greenblatt

Read guide

Quality10 min read

Economic Moats: The Four Things That Actually Keep Competitors Out

A great product is not a moat. Neither is great management. There are four structural advantages that keep high returns from being competed away, and they are checkable.

Based on The Little Book That Builds WealthPat Dorsey

Read guide

Quality9 min read

What a CEO Does With a Dollar Decides Everything

Thorndike studied eight CEOs who massively outperformed their peers. None was a visionary operator. What they shared was a discipline about where the company's cash went.

Based on The OutsidersWilliam N. Thorndike

Read guide

Principles11 min read

Warren Buffett's Six Rules of Investing — Which Ones Transfer to a Small Account

Six principles, in Buffett's own words, cut from interviews. The words are real and mostly excellent. The numbering is the editor's, and it hides the fact that rule five only works if rules three and four are already true.

Based on a clip by @TheBetterMenProject YouTube

Read guide

Research11 min read

"Invest in What You Know" — What Peter Lynch Actually Said, and the Half Everyone Drops

A compilation of Peter Lynch talking to a room of investors. Four ideas run through it — know what you own, stop predicting, declines are scheduled, and you are in no rush — and the famous one about investing in what you know is the one that has been flattened the most in the retelling.

Based on a clip by @thecooperacademy YouTube

Read guide

Research10 min read

Peter Lynch's Six Categories: Sort the Company Before You Value It

Lynch's first move was never valuation. It was sorting the company into one of six buckets — because what you should expect, and when you should sell, is decided by the bucket.

Based on One Up on Wall StreetPeter Lynch

Read guide

Research10 min read

Scuttlebutt: How to Research a Company Without an Analyst's Access

The most useful information about a business is held by the people who compete with it, buy from it, and used to work there. None of it is in the annual report, and all of it is reachable.

Based on Common Stocks and Uncommon ProfitsPhilip A. Fisher

Read guide

Screening10 min read

CANSLIM Explained — Seven Filters, and the Two That Do Most of the Rejecting

A seven-letter checklist that is unusually specific about its thresholds, and unusually demanding about when you are allowed to trade at all. Worth understanding as a screen — and worth being careful with the return figures attached to it.

Based on a clip by @RichardMoglen YouTube

Read guide

Momentum6 min read

Buying at the 52-Week High: The Research Behind the Ugliest-Feeling Entry

The research the video leans on found that nearness to the 52-week high predicted future returns better than past returns did — because traders anchor on the high and under-react to good news. It is a portfolio-level tendency, not a promise about any single breakout.

Based on a clip by @lookingatthemarkets YouTube

Read guide

Selling9 min read

When Not to Sell a Stock — Buffett Gave Two Opposite Answers, and Both Were Right

A student asks how he decides to abandon a position. The answer is four minutes long, contains two contradictory rules, and the contradiction is the lesson: what you should do about selling depends on whether you are short of ideas or short of cash.

Based on a clip by @YAPSS YouTube

Read guide

Mistakes10 min read

Buffett's Biggest Mistakes — The Expensive Ones Never Showed Up in the Accounts

A list of admitted errors that ends somewhere unexpected: the trades that lost money were not the expensive ones. The mistakes that cost most were the good ideas he understood and did not act on — and nothing in any accounting system records those.

Based on a clip by @YAPSS YouTube

Read guide

Charts & market structure

Chart basics5 min read

How to Read a Candlestick Chart, One Bar at a Time

Before patterns, before indicators: what a single bar on a chart actually is. Four prices, one slice of time — and the two things beginners consistently read into it that are not there.

Based on a clip by @Stockstotrade YouTube

Read guide

Forex basics9 min read

Forex Basics in 7 Days, One Diagram at a Time

A handwritten seven-day study plan, redrawn and explained. Day 1 to Day 5 teach you to read a chart. Day 6 and Day 7 are the ones that decide whether you still have an account — and most beginners do them last.

Based on a clip by @rurifx24 TikTok

Read guide

Timeframes6 min read

Start on the Slow Chart, Not the Fast One

New traders default to the fastest chart because that is where the action looks like it is. It is also where the noise, the costs and the decisions per hour are highest.

Based on a clip by @tomcampcoaching TikTok

Read guide

Market structure6 min read

Uptrend, Downtrend or Neither: Identify the Trend Before the Trade

An uptrend needs higher highs and higher lows together; a downtrend needs both lower. Everything else — most of the chart, most of the time — is sideways, and naming the state correctly is the filter that comes before any entry rule.

Based on a clip by @MindMathMoney YouTube

Read guide

Market structure8 min read

Why a Broken Floor Becomes a Ceiling

Support becoming resistance is usually presented as a chart curiosity. It is not — it follows directly from who is holding a losing position, and that explanation tells you which levels will matter.

Based on Technical Analysis of the Financial MarketsJohn J. Murphy

Read guide

Market structure10 min read

Dow Theory: The Six Rules Every Chart Method Is Built On

Almost everything you will read about trends is a restatement of six ideas written down over a century ago. Knowing the originals makes the modern versions much easier to judge.

Based on Technical Analysis of Stock TrendsRobert D. Edwards and John Magee

Read guide

Volume6 min read

What Volume Tells You, and What It Does Not

Price tells you where it went. Volume tells you how many people had to agree to get it there. One number without the other is half a chart.

Based on a clip by @MindMathMoney YouTube

Read guide

Indicators9 min read

Moving Averages: One Dial, Not a Menu of Settings

A clean, honest four-minute explainer that states its own limitation out loud and then buries it in the last twenty seconds. The best sentence in it belongs at the top, and one of the signals needs a condition the video forgets to repeat.

Based on a clip by @CharlesSchwab YouTube

Read guide

Indicators7 min read

MACD Is the Distance Between Two Averages

MACD looks like a separate measurement of the market. It is not — it is the gap between two moving averages, redrawn underneath the chart.

Based on a clip by @TradingLabOfficial YouTube

Read guide

Indicators8 min read

"Overbought" Does Not Mean Sell

RSI above 70 is read as an instruction to sell. It is not one. It says recent up moves have been larger than recent down moves — which is the definition of a strong trend, not a reason to bet against it.

Based on New Concepts in Technical Trading SystemsJ. Welles Wilder

Read guide

Indicators8 min read

Bollinger Bands Measure Volatility, Not Value

The bands answer one question — is this thing quiet or loud right now? Almost every mistake made with them comes from reading the edges as expensive and cheap instead.

Based on Bollinger on Bollinger BandsJohn Bollinger

Read guide

Mean reversion7 min read

Mean Reversion: When a Price Has Gone Too Far

Mean reversion buys an unusually weak price or sells an unusually strong one, expecting a return toward an average. The dangerous phrase is “too far”: a trend can stay extreme longer than your account can.

Based on a clip by @FinancialWisdom YouTube

Read guide

Momentum7 min read

“Buy Low, Sell High” Is a Style, Not a Law — and It Has a Time Horizon

Buying weakness is a bet on mean reversion, and it pays at the extremes of horizon — intraday overshoots and multi-year cycles. In the middle, where most traders live, strength tends to beget strength, and the chart's trend matters more than its level.

Based on a clip by @DKellerCMT YouTube

Read guide

Chart patterns8 min read

Four Candlestick Patterns, and the Condition They All Need

Candlestick patterns are taught as shapes to memorise. The shapes are the easy part — the condition that makes any of them mean something is the part that gets skipped.

Based on Japanese Candlestick Charting TechniquesSteve Nison

Read guide

Chart patterns6 min read

Rising Three Methods: The Rules, and Why "No Chance" Is the Wrong Word

A 30-second clip names a five-candle pattern and says there is no chance the market goes down. The pattern is real, precisely defined, and worth knowing. The certainty is the part to drop — and dropping it is what turns the pattern into something you can actually trade.

Based on a clip by @michael.trades1 TikTok

Read guide

Chart patterns9 min read

Head and Shoulders — and What 'Reliable Pattern' Actually Means

The most-taught reversal pattern in charting, drawn properly, plus the awkward question nobody asks about any pattern: measured against what?

Based on Encyclopedia of Chart PatternsThomas N. Bulkowski

Read guide

Chart patterns6 min read

The M Pattern: How to Read a Double Top Without Guessing

An M pattern is a double top: two peaks near the same area, a pullback between them and a break below support. The break confirms the pattern; the first peak does not predict it.

Based on a clip by @cryptoscope.trading TikTok

Read guide

Market structure10 min read

Wyckoff: Reading a Range Instead of Guessing at It

Most of the time a market is going sideways, and most methods have nothing to say about it. Wyckoff's whole subject is what is happening inside those ranges.

Based on The Richard D. Wyckoff Method of Trading and Investing in StocksRichard D. Wyckoff

Read guide

Market structure9 min read

Elliott Wave: The Three Rules That Can Prove You Wrong

Elliott Wave has a reputation for fitting any chart after the fact. It also contains three rules that can be broken, which makes it testable — and those three are the only part worth your time at the start.

Based on Elliott Wave PrincipleA.J. Frost and Robert Prechter

Read guide

Market structure6 min read

Smart Money Concepts: The Five Terms, in Plain English

Five terms, five diagrams, one line each. Then the part the videos skip: knowing what a pattern is called does not tell you how often it works — and only that second number makes money.

Based on a clip by @trademachineoff TikTok

Read guide

Liquidity6 min read

Liquidity in Trading Without the Conspiracy — Levels, Stops and What Price Can Prove

Liquidity is useful market structure, not a story about somebody targeting you. See why orders cluster at obvious levels, why a sweep has two possible outcomes, and how to turn the idea into a testable chart rule.

Based on a clip by @aznfdv095 TikTok

Read guide

Market structure6 min read

Do Market Makers Hunt Your Stop Loss?

Nobody is looking for your order. Thousands of orders are sitting at the same obvious price, which looks identical from where you are standing and has a completely different fix.

Based on a clip by @wordsofrizdom TikTok

Read guide

Chart patterns10 min read

Break of Structure and Demand Zones — The Rule That Holds, and the Demo That Does Not

The first step of this strategy — that a swing low only counts once the rally off it has broken the previous high — is a real rule that stops you flipping bias on every pullback. The last step, a hard risk-reward filter, is doing more work than the pattern. What sits between them is where the care is needed.

Based on a clip by @TradingLabOfficial YouTube

Read guide

Chart patterns6 min read

Buying the Breakout vs Waiting for the Retest

Same move, two prices. The retest entry is not a better forecast — it is a shorter distance to being wrong, which is a different and much more useful advantage.

Based on a clip by @trademachineoff TikTok

Read guide

Strategy7 min read

The Break-and-Retest Strategy for Beginners — Simple Is Not the Same as Certain

A simple method can be a good starting point. The important correction is that ‘one trade a week’ and ‘1:2 reward-to-risk’ do not guarantee profit; the setup still needs a defined sample and a real win rate.

Based on a clip by @finesse.themarket TikTok

Read guide

Reading about a system is not having one.

Plutux is where you write your rules down, test them against real data, and keep the record your memory would otherwise rewrite. Join the waitlist for early access.

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

© Plutux Technology Limited 2026
Investing 101: Beginner Guides From the Classic Investing Books | Plutux