Mr. Money Mustache

AUGUST 22, 2020

Should I exclude that from my portfolio too? And if you’re part of a religion that is against charging interest on loans, or in favor of pasta and Pirate costumes, or against a spherical Earth, or any number of additional ornate rules, you may have still more preferences. million deaths each year in the US alone.

Investing 52

Investing Investments Retirement Accounting 52

Good Financial Cents

JANUARY 20, 2023

If you don’t have a writing portfolio, your best move is to create one with your name. You can build this portfolio by searching for entry-level paid work on platforms like Upwork , Freelancer , and FlexJobs. While flipping concert tickets may not feel ethical, money can be made with this hustle.

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Food Advertising Accounting Sales 105

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Insurance produced $123 billion in investable float in 2018, which partially funds Berkshire’s $339 billion investment portfolio as of March 31, 2019. Berkshire’s investment portfolio holds about $210 billion in equities, $19 billion in bonds and $110 billion in cash equivalents.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. Berkshire Hathaway is one of the larger holdings in the Brown Advisory Flexible Equity Strategy.

Investing 52

Investing Investments Ethics Taxes 52

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. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.

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Brown Advisory

JULY 7, 2020

We believe an investment approach that seeks to avoid the destruction of nations is wise from a moral perspective, as well as from a financial perspective given the interrelatedness of the global economy. AI Ethics: Our engagements focused on responsible AI Ethics and data privacy are aligned with our prioritization of anti-racism.

Ethics 52

Ethics Investing Investments Government 52

Brown Advisory

JULY 7, 2020

We believe an investment approach that seeks to avoid the destruction of nations is wise from a moral perspective, as well as from a financial perspective given the interrelatedness of the global economy. AI Ethics: Our engagements focused on responsible AI Ethics and data privacy are aligned with our prioritization of anti-racism.

Ethics 52

Ethics Investing Investments Government 52

Sara Grillo

MARCH 13, 2023

There are so many that when you talk about ETFs you are really talking about what is happening with the economy on a macro level. But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. According to Bak, assets don’t care about the ethics of their investors.

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The Big Picture

DECEMBER 14, 2022

MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? But that is a different kind of approach to portfolio construction.

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Assets Investing Investments Portfolio 150

Brown Advisory

JUNE 16, 2022

The great freeze on free money has arrived with a jolt as inflation cleaves through the global economy. We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. We inherently prefer actual cash flow.

Investing 52

Investing Investments Valuation Accounting 52

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. That’s how good the economy was. I — I couldn’t believe the numbers. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money.

Assets 158

Assets Management Marketing Marketing 158

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. It first has to fend off #10 Turkey ( TUR ) whose economy is already vulnerable but also having to recover from a pair of massive 7.8 earthquakes.

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Investing Investments Portfolio Assets 105

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? Tell us a little bit about the giant portfolio of companies you guys are managing.

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Clients Investing Investments Assets 140

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

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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.

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Investing Investments Valuation Portfolio 130

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? The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! Think about it.

Accounting 105

Accounting Investing Investments Media 105

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. Berkshire Hathaway. for the S&P® 500.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. Some advisor that’s out there can say, “I have generally 1% alpha for the last three years in my model portfolio.”

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Management Assets Portfolio Investing 266

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. 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.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. 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.

Assets 52

Assets Investing Investments Insurance 52

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Tether is at the center of the crypto economy. you don’t understand the concept of “unknown unknowns.”

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Banking Government Economics Taxes 59