Invest8X Research Library
Research built around
real portfolio decisions
Fifty practical research notes across eight investment tracks. Start with the problem, the size of the portfolio, and the trade-offs that matter.
Eight research tracks
One library. Eight ways into the portfolio.
Each track groups decisions that belong together, so readers can move from strategy to implementation without jumping between unrelated topics.
01Research trackPortfolio StrategyAllocation, diversification, rebalancing and risk decisions for established portfolios.→02Research trackETFs & FundsFund structure, overlap, fees and implementation choices for core and satellite portfolios.→03Research trackStocksPosition sizing, concentration, valuation and disciplined ownership of individual companies.→04Research trackFixed IncomeTreasuries, bonds, CDs, duration and cash-like instruments through a portfolio lens.→05Research trackIncome InvestingDividend, yield and cash-flow research without treating income as a substitute for risk analysis.→06Research trackRetirement & TaxAccount placement, withdrawal planning and tax-aware portfolio structure.→07Research trackReal AssetsREITs, gold and real-asset exposures evaluated as portfolio tools rather than fashionable add-ons.→08Research trackPortfolio DecisionsPractical answers to the question: what should I do with the capital I already have?→
Featured research
Start with a practical decision
Portfolio StrategyHow to Build a $50,000 Portfolio Without Overcomplicating ItOpen research →ETFs & FundsETF Overlap: Why Owning More Funds Can Leave You Less DiversifiedOpen research →StocksHow Much of a $100,000 Portfolio Should Be in Individual Stocks?Open research →Fixed IncomeTreasury Bills, CDs or Money-Market Funds for $50,000 of Safe Capital?Open research →Income InvestingHow Much Income Can a $100,000 Portfolio Realistically Produce?Open research →Retirement & TaxTaxable Account or IRA First? A Decision Framework for Established SaversOpen research →Real AssetsHow Much REIT Exposure Is Enough in a Diversified Portfolio?Open research →Portfolio DecisionsWhat Should I Do With $25,000 I Won’t Need for Five Years?Open research →
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Move directly into research framed around the amount of personal capital being managed.