The Big Picture
MAY 31, 2024
Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees. He is host of the podcast The Sherman Show and a CFA charter holder.
Random Roger's Retirement Planning
JULY 8, 2023
That is difficult to pull off but if you do the math on that it shows long term outperformance. That is not guessing what markets will do, that is just managing asset allocation and cash needs. Remember, the peak in the S&P 500 in October, 2007 was 1565. Then it more than cut in half but is now at 4400. I agree with him.
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Random Roger's Retirement Planning
NOVEMBER 21, 2023
A model portfolio is simply a portfolio that can scale up to be implemented in sort of an automated fashion across the board for all clients or maybe an advisor will have a stable of a couple of different ones they use depending on a client's particulars. Asset allocation matters. That's not a call to do nothing.
Yardley Wealth Management
JULY 20, 2022
We’d look at the asset allocations of their portfolios and whether they’re tax-deferred, tax-exempt, or taxable. The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. So—problem solved, right? Well, actually, no.
Investing Caffeine
FEBRUARY 1, 2022
Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients.
The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. Two reasons.
The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.
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