Resource Library

Investment Resources

Guides, reports, templates, and research from the RC Capital team. 8 resources are free. 5 are exclusive to members.

Members OnlyWhitepaper

Post for Members

PDF0 downloads

Video

Interview with Smart Sync Services

InterviewValue Investing

MP40 downloads

Video

Learn the art of Value Investing

Learn the art of Value Investing with Rohit Chauhan - Twitter space session covering "Creating a Personalized Investment Strategy Combining Diverse Approaches for Optimal Results"

Other0 downloads

Video

Journey of an Accidental Investor

An interview with SOIC

Interview

MP40 downloads

Report

Poker and Investing

Drawing parallels between Poker and Investing

poker investing

PDF387.3 KB0 downloads

Members OnlyReport

Q4 2024 Portfolio Performance Summary

Detailed breakdown of portfolio returns, attribution analysis, and sector performance for Q4 2024.

Q4 2024PerformanceAttribution

PDF1.8 MB892 downloads

Report

Annual Market Outlook 2025

RC Capital's comprehensive annual outlook covering global equities, fixed income, currencies, and commodities.

Annual Report2025 OutlookMacro

PDF5.1 MB3,820 downloads

Members OnlyGuide

Tax-Efficient Investing Strategies

Members-only guide to tax-loss harvesting, asset location, and structuring investments for after-tax returns.

TaxAfter-Tax ReturnsStrategy

PDF486.3 KB334 downloads

Members OnlyWhitepaper

ESG Integration in Modern Portfolios

Deep-dive whitepaper on how ESG factors drive alpha and how to systematically integrate them into portfolio construction.

ESGResearchAlpha

PDF3.2 MB445 downloads

Guide

Getting Started with Portfolio Management

A comprehensive beginner's guide to understanding portfolio management, asset classes, and investment objectives.

BeginnerFundamentalsPortfolio

PDF2.4 MB1,240 downloads

Members OnlyTemplate

Risk Assessment Framework Template

A ready-to-use Excel template for assessing portfolio risk across multiple dimensions including VaR, beta, and correlation.

RiskExcelTemplate

XLSX890 KB678 downloads

Video

Understanding Alternative Investments — Video Series

A 3-part video series covering private equity, hedge funds, and private credit — what they are and how they fit in a portfolio.

AlternativesEducationPrivate Equity

MP42,156 downloads

Template

Investment Policy Statement Template - by Sandeep

A professional IPS template to define your investment goals, risk tolerance, time horizon, and constraints.

IPSPlanningTemplate

DOCX420 KB1,890 downloads

Unlock All Resources

RC Capital members get access to all 5 exclusive resources including performance reports, templates, and whitepapers.