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My New ETF: 100% of Upside + 0% of Downside

The Big Picture

The offering comes from Innovator Capital Management, which launched the first so-called buffer ETFs, also sometimes referred to as defined-outcome funds, in 2018.” – Bloomberg Let’s get this out of the way: I dislike any product that exchanges a portion of your potential gains in exchange for downside protection.

Math 186
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14 Most Useful Personal Finance Ratios And How To Apply Them

Clever Girl Finance

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. In mathematical terms, a ratio is essentially a way to compare two numbers. Since finance is all about numbers, that can come in handy in many ways especially when making financial calculations!

Assets 77
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10 Most Useful Personal Finance Ratios And How To Apply Them

Clever Girl Finance

The term personal finance ratios might be giving you flashbacks to math class. In mathematical terms, a ratio is essentially a way to compare two numbers to each other. Since personal finance is all about numbers, that can come in handy in many ways! Your monthly savings ratio would be $500/$2,500 = 20% savings rate.

Numbers 75
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The March to a $10 Trillion Company

Validea

For reference, Apple, one of the world’s most valuable companies as today, has a market cap of $2.8 The Math Behind the Growth Let’s take a step back and think about what it would take for a company like Apple to reach a $10 trillion market cap. With a current market cap of $2.8 times its current value.

Math 109
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60/40 Is Dead! Long Live 60/40!

Random Roger's Retirement Planning

The above is why I've taken to referring to bonds as sources of unreliable volatility. 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.

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E.S.G. Good for Wall Street Bad for America

David Nelson

The numbers aren’t small. When it comes to CO2 emissions China is number one emitting almost twice as much as the United States. Do the Math! He refers to it as green paint and that ESG was focused on Democrats saying much of the ESG policy aligns itself with progressive views. This is a fight over marketing.

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Sinking Funds: Why You Need Them. How To Set Up Yours!

Clever Girl Finance

In more traditional circles, "sinking fund" refers to money set aside to pay off long-term debt such as a bond. The term "sinking" likely refers to the decreasing level of debt remaining as it gets paid off. Divide the amount needed by the number of months. What number of sinking funds? Why is it called a sinking fund?