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Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career. The yellow line stock goes back to 2004.

Numbers 60
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Assessing Altria and Tobacco Fundamentals Five Years After the Peak

Fortune Financial

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52
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They're Coming For Our Social Security

Random Roger's Retirement Planning

The last sentence is about the math involved not about the right and wrong of any of it which we'll get to. Finally at the end of the article was an idea that I have been talking about for ages, like going back to the original version of this site in 2004 which is means testing. if self employed on dollars $160k-$200k.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130
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Transcript: John Hope Bryant

The Big Picture

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. BRYANT: Because small business starts stalled in 2004.

Banking 140
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Transcript: Ramit Sethi

The Big Picture

So, you start the blog in 2004, more or less. It’s much deeper than math. We’d rather dream about having 10 million then start investing $100 a week. RITHOLTZ: Perfect is the enemy of the good, isn’t it? SETHI: Yes. RITHOLTZ: That’s really fascinating. SETHI: Yes, while I’m in college.

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Transcript: Ilana Weinstein

The Big Picture

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee.