INVESTUS LEARN
Investing Knowledge Hub
36 in-depth guides from the Investus team. Organized into series — start with Basics, then Taxes, then Macro.
Series
Beginner Roadmap
Start here if you're new · 7 guides
Taxes & Accounts
Maximize after-tax returns · 3 guides
Macro & Markets
Rates · Indicators · Calendar · 5 guides
Analysis & Strategy
Numbers · Philosophy · Checklists · 8 guides
Assets & Products
ETFs · REITs · Crypto · Options · 9 guides
Beginner Roadmap
Start here if you're new
Complete Beginner's Guide to US Stocks
Account setup, fees, forex, tax basics, DCA, and the Investus 5-minute daily routine.
Top 10 Investing Myths Debunked
Leverage, market timing, copying gurus, tax misconceptions, and more common mistakes.
10 questions to write down before an order
Position size, valuation, tax, and psychology — questions to write down before an order.
Dollar-Cost Averaging (DCA) Guide
Fixed monthly investment, currency averaging, and patterns that make DCA fail.
Compound Interest & Long-Term Investing
How time creates returns, and why early, middle, and late investors see different outcomes.
Investor Psychology & Behavioral Finance
FOMO, loss aversion, fear & greed — and the rules that prevent emotional mistakes.
Portfolio Diversification & Rebalancing
Position sizing, cash allocation, sector balance, and rebalancing schedules.
Taxes & Accounts
Maximize after-tax returns
US Stock Taxes for Korean Residents
Capital gains tax, dividend withholding, and comprehensive taxation for Korean residents. (Not tax advice.)
ISA, Pension Savings & IRP Guide
Korean tax-advantaged accounts, US ETFs/stocks inside them, and tax-exemption/deduction basics.
USD/KRW & US Stocks
Dollar vs. won returns, currency hedging vs. currency exposure.
Macro & Markets
Rates · Indicators · Calendar
Bonds & Interest Rates — 10-Year Yield & Inversions
The inverse relationship between bond prices and rates, their role vs. equities, and key ETFs.
CPI, Fed (FOMC) & Interest Rates Guide
Inflation indicators and how Fed rate decisions ripple through stocks and bonds.
How to Use the Economic Calendar
Managing volatility around CPI, FOMC, and jobs report releases.
How to Read Futures & Pre-Market
Nasdaq & S&P futures, overnight trading, and reading market sentiment before the open.
Complete Fear & Greed Index Guide
How CNN's Fear & Greed Index is calculated and where its limits lie.
Analysis & Strategy
Numbers · Philosophy · Checklists
Value Investing & Legendary Investor Strategies
Core principles of Buffett, Graham, Lynch, Bogle, Dalio, Marks and more.
Technical Analysis Intro — Moving Averages & RSI
Moving averages, RSI, support & resistance. Charts as a secondary tool, not a crystal ball.
P/E, P/B & Valuation Metrics Guide
Valuation ratios to judge if a stock is expensive or cheap — including EV/EBITDA.
Reading Financial Statements — Income, Balance & Cash Flow
How to read revenue, profit, debt, and FCF from 10-K and 10-Q filings.
How to Read Earnings Season
EPS, consensus, guidance, and a pre/post-earnings checklist.
How to Read 13F Institutional Filings
Interpreting SEC 13F disclosures, their limitations, and the risks of blindly copying them.
Guide to the 11 US Stock Sectors
GICS sector characteristics and how to avoid over-concentration in tech.
Complete Buffett Indicator Guide
Market cap/GDP ratio — reading overvaluation and undervaluation in context.
Assets & Products
ETFs · REITs · Crypto · Options
Complete US ETF Guide — SPY, VOO, QQQ
Expense ratios, tracking error, leverage traps, and how to split core vs. satellite.
Korean vs US ETFs — KODEX & TIGER vs SPY
Korea-listed foreign ETFs vs US-listed ETFs: tax, forex, and hedging differences.
REITs & Real Estate ETFs Guide
REIT structure, rate/rental yield dynamics, VNQ & IYR, and their role in a portfolio.
Options Basics — Calls, Puts & Implied Volatility
Calls, puts, strike price, expiry, and IV explained. High-risk — educational only.
Complete S&P 500 Guide
Composition, historical performance, and investment strategies for the US large-cap benchmark.
Complete Nasdaq Guide — Nasdaq 100 & QQQ
Exchange vs. composite vs. Nasdaq 100 — and how QQQ differs from the S&P 500.
Dividend Investing Guide
Dividend yield, Dividend Aristocrats, DRIP, and US stock dividend withholding tax.
Commodities Guide — Gold, Oil & Agriculture
Gold, oil, agricultural & industrial metals, GLD/DBC ETFs, and inflation hedging.
Bitcoin & Crypto Guide
BTC, ETH, spot ETFs (IBIT, FBTC), COIN & MSTR, volatility, and portfolio sizing.
All Guides
Complete Beginner's Guide to US Stocks
Account setup, fees, forex, tax basics, DCA, and the Investus 5-minute daily routine.
Introduction to Korean Stocks
KOSPI, large-caps, order flow, pre/during/after-market hours, and how it differs from US markets.
Safe Assets Guide — Bitcoin, Ether, Gold & Silver
Crypto vs. physical safe havens, rates/dollar/ETF flow, and how to size them.
Top 10 Safe-Haven ETFs — DXY, TLT, GLD, SGOV Explained
What the 10 ETFs on the Safe Assets heatmap are, their maturity, and rate sensitivity at a glance.
Korean Real Estate Intro — Buying, Jeonse & Policy
Supply, jeonse, loans, and tax — the three pillars of the Korean property market.
Top 10 Investing Myths Debunked
Leverage, market timing, copying gurus, tax misconceptions, and more common mistakes.
10 questions to write down before an order
Position size, valuation, tax, and psychology — questions to write down before an order.
Dollar-Cost Averaging (DCA) Guide
Fixed monthly investment, currency averaging, and patterns that make DCA fail.
Compound Interest & Long-Term Investing
How time creates returns, and why early, middle, and late investors see different outcomes.
Investor Psychology & Behavioral Finance
FOMO, loss aversion, fear & greed — and the rules that prevent emotional mistakes.
Portfolio Diversification & Rebalancing
Position sizing, cash allocation, sector balance, and rebalancing schedules.
Value Investing & Legendary Investor Strategies
Core principles of Buffett, Graham, Lynch, Bogle, Dalio, Marks and more.
Complete US ETF Guide — SPY, VOO, QQQ
Expense ratios, tracking error, leverage traps, and how to split core vs. satellite.
Korean vs US ETFs — KODEX & TIGER vs SPY
Korea-listed foreign ETFs vs US-listed ETFs: tax, forex, and hedging differences.
REITs & Real Estate ETFs Guide
REIT structure, rate/rental yield dynamics, VNQ & IYR, and their role in a portfolio.
Options Basics — Calls, Puts & Implied Volatility
Calls, puts, strike price, expiry, and IV explained. High-risk — educational only.
Technical Analysis Intro — Moving Averages & RSI
Moving averages, RSI, support & resistance. Charts as a secondary tool, not a crystal ball.
Complete S&P 500 Guide
Composition, historical performance, and investment strategies for the US large-cap benchmark.
Complete Nasdaq Guide — Nasdaq 100 & QQQ
Exchange vs. composite vs. Nasdaq 100 — and how QQQ differs from the S&P 500.
P/E, P/B & Valuation Metrics Guide
Valuation ratios to judge if a stock is expensive or cheap — including EV/EBITDA.
Reading Financial Statements — Income, Balance & Cash Flow
How to read revenue, profit, debt, and FCF from 10-K and 10-Q filings.
How to Read Earnings Season
EPS, consensus, guidance, and a pre/post-earnings checklist.
How to Read 13F Institutional Filings
Interpreting SEC 13F disclosures, their limitations, and the risks of blindly copying them.
Dividend Investing Guide
Dividend yield, Dividend Aristocrats, DRIP, and US stock dividend withholding tax.
Bonds & Interest Rates — 10-Year Yield & Inversions
The inverse relationship between bond prices and rates, their role vs. equities, and key ETFs.
Commodities Guide — Gold, Oil & Agriculture
Gold, oil, agricultural & industrial metals, GLD/DBC ETFs, and inflation hedging.
Bitcoin & Crypto Guide
BTC, ETH, spot ETFs (IBIT, FBTC), COIN & MSTR, volatility, and portfolio sizing.
CPI, Fed (FOMC) & Interest Rates Guide
Inflation indicators and how Fed rate decisions ripple through stocks and bonds.
How to Use the Economic Calendar
Managing volatility around CPI, FOMC, and jobs report releases.
How to Read Futures & Pre-Market
Nasdaq & S&P futures, overnight trading, and reading market sentiment before the open.
US Stock Taxes for Korean Residents
Capital gains tax, dividend withholding, and comprehensive taxation for Korean residents. (Not tax advice.)
ISA, Pension Savings & IRP Guide
Korean tax-advantaged accounts, US ETFs/stocks inside them, and tax-exemption/deduction basics.
USD/KRW & US Stocks
Dollar vs. won returns, currency hedging vs. currency exposure.
Guide to the 11 US Stock Sectors
GICS sector characteristics and how to avoid over-concentration in tech.
Complete Fear & Greed Index Guide
How CNN's Fear & Greed Index is calculated and where its limits lie.
Complete Buffett Indicator Guide
Market cap/GDP ratio — reading overvaluation and undervaluation in context.
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