The Better Letter

DECEMBER 30, 2022

We checked the maps, did the math, and determined that, if all went well, we could drive from BWI to San Diego in about 40 hours of driving time. Safer investment portfolio options – such as bonds or guaranteed income – matter more in a crisis, too. Communication is indispensable. We wanted to go! Margin of safety.

Planning 79

Planning Communication Investing Investments 79

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 111

Risk Tolerance Media Investing Investments 111

The Big Picture

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I don’t have — coming from a family business, we say we don’t have portfolio theory. KLINSKY: — as well as they had expected. And so these things went from $15 billion to zero. KLINSKY: Yeah.

Investing 256

Investing Investments Numbers Banking 256

The Big Picture

AUGUST 29, 2023

So I came down, met with our head of the portfolio review department, which oversees our external managers, met with our head of brokerage, and then met with the head of bind indexing, who was Ken Volpert at the time. And she was like, “You should come down and talk to some people at Vanguard.”

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investing 130

Investing Investments Clients Numbers 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. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I was econ and kind of geeky.

Clients 283

Clients Wealth Management Investing Investments 283

Good Financial Cents

APRIL 14, 2023

Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. If you are to divide your portfolio with equal allocations to each of the 10 companies, you have an average annual dividend yield of 4.3%.

Investing 90

Investing Investments Communication Accounting 90

The Big Picture

AUGUST 8, 2022

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing. ADMATI: Yes.

Banking 192

Banking Government Insurance Taxes 192

FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? I’m also more interested in the balance in your life than the balance of your portfolio.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Sara Grillo

MAY 8, 2023

BOBBY SAMUELSON: Which is what the financial advisors typically see is just a forward projection of this monthly cycle recurring over and over and over, over again. Excuse exactly. SARA GRILLO: But that is a total return… Not a price return. SARA GRILLO: I do. They find that publication.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

FEBRUARY 13, 2023

But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. But, you know, it’s been in a portfolio for a long time. Last year, it’s in our tactical portfolios.

Economy 140

Economy Numbers Portfolio Marketing 140

The Better Letter

NOVEMBER 2, 2023

He spends way more time on how to save $1,000 than on what your investment portfolio should look like. I couldn’t make that math work at all plausibly. “And over the past 30 years, my little portfolio … has averaged 12, most years over 13 percent.” An investment portfolio is a luxurious afterthought.

Certified Financial Planner 93

Certified Financial Planner Investing Investments Portfolio 93

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. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investing Investments Government 130

The Big Picture

MARCH 12, 2024

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. So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right. RITHOLTZ: Wild number.

Retail 130

Retail Government Economy Economics 130

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. And now it’s a different world. And the MIT guys… RITHOLTZ: And they had capital.

Media 275

Media Investing Investments Valuation 275

The Big Picture

OCTOBER 31, 2022

RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. SIEGEL: Yeah. SIEGEL: Yeah. SIEGEL: Yeah.

Numbers 140

Numbers Investing Investments Marketing 140

The Big Picture

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. The currency devalued by 75 percent and my portfolio, which was above $1 billion, went down 90 percent. And asked them, how much does one of these things cost, and they said, $20 million new.

Government 309

Government Banking Numbers Investing 309