Random Roger's Retirement Planning

JULY 8, 2023

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? Based on the title, it would seem to be in the neighborhood of creating an all-weather portfolio which we've looked at in several different forms over the course of my full 19 years of blogging.

Asset Allocation 60

Asset Allocation Math Portfolio Assets 60

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then I moved back to London at the end of 2008, which was a really interesting pivot.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. So people really ask you, you take French and can you do math.

Assets 143

Assets Management Portfolio Investing 143

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Now, they do have to disclose in their statutory filings with the insurance regulators how much of their investment portfolio in the insurance company is related transactions or related stocks or bonds or mortgages or whatever. Or does that happen?

Insurance 143

Insurance Healthcare Retail Medicine 143

The Big Picture

MARCH 12, 2024

My family and I moved to McLean, Virginia in, in 2008. They’re asset allocation model driven folks. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio. Who, who, who, who else did you speak to when you were there?

Banking 143

Banking Investing Investments Marketing 143