article thumbnail

You can’t handle the truth – Do the Math on the 2023 Bull Market

David Nelson

Even with that as a continued threat, evidence continues to mount that an ever-rising number of companies are starting to participate in the most hated bull market of my career. Do the Math Let’s do the math. At the time of this article some funds managed by David were long AAPL, MSFT, GOOGL, AMZN & NVDA

Math 52
article thumbnail

Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

A couple of different articles that I think can weave together for a blog post. 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. Learning the difference can help know when to hold on and when to sell.

Numbers 62
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Know Thyself

Getting Your Financial Ducks In A Row

Lack of Understanding of the Numbers – when presented with the outcome of financial calculators, many of us consider whatever calculations were done in the background to be tantamount to magic. There’s no shame in admitting that factor – for a lot of us, math can be very tough.

Math 113
article thumbnail

Avoiding Bond Market Volatility

Random Roger's Retirement Planning

I am less interested int he fund than this excerpt from the beginning of the article. The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Barron's had a quick profile on the Blackrock Flexible Income Fund (BINC) which is an active ETF managed by Rick Reider.

article thumbnail

These Are the Goods

The Irrelevant Investor

Articles In hindsight, we can see that the value in 2014 $AAPL was real while the value in 2014 $IBM was fake. Investment finance math is sales math. By Richard Wiggins & Michael Edesess Unlike social security, many pensions suffer reverse compounding of purchasing power over time. By Morgan Housel The majority of U.S.

Math 52
article thumbnail

Bernstein on Bulletproof

Random Roger's Retirement Planning

Barron's had a fun article that looked at some ideas from William Bernstein titled The Trick To A Bullet Proof Portfolio? I'm a sucker for this sort of article. That is difficult to pull off but if you do the math on that it shows long term outperformance. Invest For The Very Worst Of The Worst.

article thumbnail

60/40 Is Dead! Long Live 60/40!

Random Roger's Retirement Planning

The Wall Street Journal had an article about the standard 60/40 portfolio , that is 60% allocated to stocks and 40% allocated to fixed income. If the math is not clear on the 80/20 looking like 60% equities, the allocation is 80% plain vanilla equity and then subtract the 20% in the inverse fund which gets to a 60% net equity exposure.