2006 Math Numbers Portfolio 
Random Roger's Retirement Planning
AUGUST 17, 2023
The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say. I've been lucky.
The Big Picture
MAY 9, 2023
He co-chairs a number of the asset management investment committees. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998. I ended up being hired onto the high yield desk as a research analyst and did that for a number of years, a couple of years.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Better Letter
DECEMBER 15, 2022
As I write this TBL, the S&P 500 is getting crushed and (using very rough numbers) is down 18 percent year-to-date. Based on the above, nobody should be surprised that 2022 looks like it will be the worst year for the classic 60:40 portfolio since 1937’s -22 percent. Using very rough long-term return numbers (9.5%
The Big Picture
MARCH 12, 2024
So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. I I I tell you the analogy was something like this, is that we had seen what had happened and by 2006 it was over, right?
Brown Advisory
JUNE 16, 2022
We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation.
The Big Picture
APRIL 8, 2024
. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.
The Big Picture
JUNE 20, 2023
That’s a shocking number. I think there’s a number we have in the book, maybe $70 million or something in fees to take care of. RITHOLTZ: Really, that’s a big number. And this was back in 2005 or 2006. It’s very hard to, you know, getting numbers on this stuff, they really don’t want to help.
Expert insights. Personalized for you.
60 
Let's personalize your content