The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Insurance 130

Insurance Math Economics Economy 130

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

Random Roger's Retirement Planning

JUNE 22, 2023

This Tweet was embedded in a thread; The context in the Tweet before was that he was on Cavuto to talk about an upcoming book and he believes that investing can be simple. And then just a little math, the "guarantee" based on the 50/50 allocation would be 2.5% That does not mean I would agree with him on everything.

Math 74

Math Portfolio Investing Investments 74

The Big Picture

SEPTEMBER 7, 2022

And also smoothen any imbalances because you’re not necessarily going to have a balanced book at the end of the day. MARTIN: I tend to take the view that having a very balanced portfolio and knowing what you invest in, and investing for the long term is probably 9 times out of 10 the — maybe 9.5 MARTIN: Yeah. Absolutely.

Marketing 306

Marketing Communication Marketing Engineering 306

The Big Picture

JULY 19, 2022

The transcript from this week’s, MiB: Antti Ilmanen, Co-Head, Portfolio Solutions, AQR , is below. BARRY RITHOLTZ; HOST; MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Antti Ilmanen is AQR’s Co-head of the Portfolio Solutions Group. CO-HEAD, AQR’S PORTFOLIO SOLUTIONS GROUP: Thanks, Barry.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, getting to your question about equities where we’re positioned right now, equities absolutely can conserve an important part in the portfolio. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investing 299

Random Roger's Retirement Planning

JANUARY 6, 2025

If you will pull an income from an investment portfolio, what could go wrong? Obviously bookings could dry up or at least go through a some sort of downturn resulting in less income. If that money is in an IRA, that is going to change your math considerably due to having to withdraw all of that inherited IRA within 10 years.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Discipline Funds

MARCH 28, 2025

We’d have to tax ~85% of imports to cover that, but that would also reduce imports so it’s unrealistic and the basic math doesn’t come close to working. A 60/40 portfolio is a 12 year instrument in my methodology. CR: The govt makes $2.5T from the income tax and the US imports $3T of goods.

Taxes 102

Taxes Government Manufacturing Portfolio 102

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. 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.

Assets 147

Assets Management Portfolio Investing 147

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period.

Assets 264

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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

Good Financial Cents

DECEMBER 10, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. You can build a portfolio of slices of individual loans that represent various credit grades. Ads by Money. Ads by Money.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

Investing 147

Investing Investments Valuation Management 147

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. How much can you take from your portfolio? I'm paraphrasing Slott.

Numbers 98

Numbers Taxes Retirement Accounting 98

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios.

Clients 162

Clients Investing Investments Management 162

Clever Girl Finance

OCTOBER 20, 2022

Figuring out how to calculate liquid net worth is as simple as doing a quick math equation: Liquid assets - liabilities = liquid net worth. Don't worry—there is an answer to the question, "What is my liquid net worth" that doesn't involve solving math equations. Make investments like buying more stocks for your investment portfolio.

Assets 59

Assets Accounting Math Portfolio 59

The Big Picture

JANUARY 9, 2024

So like a component of it was like the standard derivatives math, right? And so like, you know, I got there and I learned derivatives math, right? It was derivatives math, it was like working with the traders on like risk management. Like, like the, you know, like the accounting standards.

Banking 130

Banking Retail Math Management 130

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. You would have to go find the periodicals, you would have to find the books, you would have to read ’em yourself. Thank goodness for books like the inv Innovator’s dilemma.

Investing 246

Investing Investments Startup Accounting 246

Good Financial Cents

FEBRUARY 10, 2023

Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing. You can become a tutor in almost any subject, but science and math are two of the most profitable niches. Examples include writing an e-book or creating an online course.

Advertising 102

Advertising Media Food Management 102

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? Sell An E-book 11. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap.

Accounting 105

Accounting Investing Investments Media 105

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Investing Investments 91

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” Over a longer period of time, maybe not so much. What makes sense?

Management 130

Management Investing Investments Government 130

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.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Good Financial Cents

FEBRUARY 8, 2023

You can even create a portfolio of videos, each earning you a little bit of revenue every month. If you’ve created some professional quality videos or have performed editing work on other people’s videos, you already have a portfolio of work. Almost any subject qualifies, but math, science, and English are usually the most in demand.

Advertising 105

Advertising Sales Media Math 105

Brown Advisory

JANUARY 17, 2024

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. In a concentrated portfolio, it is the losers that kill you.

Investing 52

Investing Investments Portfolio Accounting 52

FMG

DECEMBER 22, 2022

My new brand also allows me to focus more on creating- I’m currently writing a book, and breaking out some of the chapters into workshops on topics like money mindset and money and relationships. I’d been thinking about the Money Maven brand for over a year, as it’s the premise of my book. Definitely a stretch goal for me haha.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Clever Girl Finance

MARCH 6, 2023

Tutor younger kids If you have excelled in a particular subject, it is time to put those book smarts to the test. Work as a grocery store cashier You could be a grocery store cashier if you're good with math and don't mind scanning coupons and small talk. Things such as electronics, books, game systems, and DVDs are easy to start with.

Media 105

Media Accounting Banking Food 105

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investments 52

Investments Investing Accounting Valuation 52

The Better Letter

DECEMBER 30, 2022

I was not allowed to book a new flight on-line, so I called the Southwest service line. At BWI, after a long line, a service agent booked us on the next (allegedly) available flight – five days later. Safer investment portfolio options – such as bonds or guaranteed income – matter more in a crisis, too.

Planning 82

Planning Communication Investing Investments 82

Clever Girl Finance

SEPTEMBER 25, 2023

Plus, when you factor in determining federal and state income tax rates … It becomes a lot of math! For example, for an uncomplicated way to begin investing, consider the 3 fund portfolio. For example, this could be old electronics, clothes, books, etc. To get started, it’s best to keep things simple.

Budgeting 52

Budgeting Taxes Accounting Transportation 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Though insurance produced an unusual underwriting loss in 2017, it provided $114 billion in investable float, which partially funds Berkshire’s $314 billion investment portfolio. annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52

The Big Picture

MAY 13, 2025

You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio. It’s part of our whole, you know, portfolio construction methodology. Am I wrong? And I, I always feel like I’m making, I’m dumbing it down too much.

Clients 130

Clients Investing Investments Management 130

The Big Picture

SEPTEMBER 19, 2022

There’s a strong relationship between some of the ideas in the book and some of the ideas that inform our investing. RITHOLTZ: We’ll circle back to the book in a little bit. RITHOLTZ: So let’s talk a little bit about this book, “The World After Capital,” starting with what is technological nonlinearity?

Valuation 305

Valuation Investing Investments Food 305

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. Her book, “Damsel in Distressed: My Life in the Golden Age of Hedge Funds”, is really a fascinating read. I know I want to have a guest on with a book. First of all, before we get started, I very much enjoyed the book.

Assets 285

Assets Investing Investments Management 285

The Big Picture

NOVEMBER 15, 2022

I know Dave for a long time, and we kind of fell in love with each other’s books, music, film, and financial history when we first met 100 years ago. NADIG: Even though Amex was the key, you know, Amex was the glue holding it together because they’ve figured out how to do creation and redemption, and how to handle book.

Management 278

Management Assets Portfolio Marketing 278