Research, in short.

Brief, visual explainers drawn from SumWorth’s guides and research concepts. Each note identifies its source, evidence limits, and a related next step.

A return number hides the journey — A single return compresses a whole period into one figure. Read the path, the assumptions, and the available observations before comparing historical results.
Risk is more than one number — Volatility, drawdown, concentration, and exposure answer different questions. No single measure describes every way a portfolio can be uncertain.
Check the data behind the chart — A precise-looking chart can rely on uneven histories. Source, freshness, price basis, and missing observations belong beside the result.

Each note links to its longer source and names the limits of the explanation.