Validea

JUNE 16, 2025

We dive into the numbers, examine the some of the portfolio stock selections, and offer guidance on what type of investor each strategy may suit best. View the model portfolios. Deep value seekers hunting bargains Graham Ideal for contrarians who trust the math and are patient enough to wait for mispriced stocks to revert.

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

Advisor Perspectives

JULY 1, 2025

Margin loan recommendations are often presented by brokers as tax-savvy strategies that allow clients to access “tax-free” cash while keeping their portfolios intact. In many cases, however, the math benefits the advisor more than the investor.

Math 59

Math Taxes Portfolio Clients 59

The Big Picture

JULY 1, 2025

I took a lot of math classes. I couldn’t give up math in computer science. Velina Peneva : I think that the, the clients understand that when you’re thinking about portfolio construction, you can have only so much allocation to a given geography redundancy to a different industry sector. at Wellesley.

Investing 144

Investing Investments Consulting Insurance 144

Random Roger's Retirement Planning

DECEMBER 3, 2024

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. In a 60/40 portfolio, a 30% weighting to SSO would in theory equal a 60% weight to equities, opening the door to some sort of of capital efficient portfolio even if that just meant sitting in cash.

Math 52

Math Portfolio Retail Clients 52

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Self-employment tax calculations and considerations When examining the math behind self-employment taxes , the total 15.3%

Taxes 52

Taxes Tax Planning Compliance Planning 52

Random Roger's Retirement Planning

MARCH 18, 2025

A portfolio that goes narrower than an S&P 500 500 or total market fund probably has some exposure to low vol, dividends and the others. And checking in on the GraniteShares YieldBoost SPY ETF (YSPY) that sells put spreads on a levered S&P 500 ETF; Yes, that is a rough start, clearly, but interestingly the math checks out.

Marketing 52

Marketing Marketing Math Portfolio 52

Mr. Money Mustache

FEBRUARY 25, 2025

S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. Which makes the landlord business a lot less profitable, and we should expect exactly the same thing as stock investor: lower future profits as a percentage of our portfolio value. Its just basic math.

Marketing 66

Marketing Marketing Sales Portfolio 66

Abnormal Returns

JULY 9, 2025

contessacapitaladvisors.com) The benefits of portfolio rebalancing has been oversold. humbledollar.com) Be careful when an adviser suggests borrowing against your portfolio. humbledollar.com) The math behind generational wealth is not forgiving. advisorperspectives.com) Stop telling women they are cautious investors.

Math 162

Math Retirement Taxes Portfolio 162

The Big Picture

JUNE 23, 2025

It’s sort of like math with dollar signs attached to it. And sometimes portfolios come into the office. That got, at that point a lot of attention because now the products have scaled to a level where even the largest investors could use them in their portfolios. I really like it. Maybe give it a shot. I really enjoyed it.

Portfolio 130

Portfolio Marketing Marketing Banking 130

Random Roger's Retirement Planning

JANUARY 6, 2025

If you will pull an income from an investment portfolio, what could go wrong? 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. Lousy longer term returns could be a problem as could some sort of mistake.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

Clever Girl Finance

APRIL 22, 2025

If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! You dont have to be managing million-dollar portfolios either. They aren’t likely to get rid of the person who knows the numbers.

Economy 69

Economy Food Healthcare Economics 69

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. That’s exactly right.

Investments 144

Investments Investing Retirement Management 144

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. RELX earned 16 percent, but the other three did poorly. That’s further proof that even a stopped clock is right twice a day.

Management 106

Management Marketing Marketing Economics 106

Random Roger's Retirement Planning

FEBRUARY 23, 2025

If any of us had constructed this portfolio and implemented it for ourselves, it would have been a very acceptable result. The portfolio did just fine, it captured most of the upside and avoided the full brunt in 2022's large decline. One thing lacking from the "Endowment ETF Model Portfolio" is any hint of endowment-like results.

Math 52

Math Portfolio Taxes Clients 52

The Big Picture

APRIL 8, 2025

00:31:40 [Speaker Changed] So there’s the emotions and then there’s the math, right? I, you know, I, I do do the math when I, when I do some of my, my chats with the younger folks on the, on the team and I say, okay, real growth inflation term premium, you see this thing, it’s been zero or negative for the last 15 years.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Obviously math, there’s a ton of symbolic logic wherever you look, that classic syllogism, right? And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. Absolutely. Here’s the fact pattern, here’s the applicable Absolutely.

Numbers 144

Numbers Investments Investing Economics 144

Random Roger's Retirement Planning

APRIL 30, 2025

This sort of path provides purpose and relieves some of the burden off of the portfolio which can help with Christine's third question about flexibility. The less reliant a retirement plan is on an investment portfolio, the less need there is for flexibility. Four percent is of course very reliable but not infallible.

Retirement 40

Retirement Retirement Planning Portfolio Planning 40

WiserAdvisor

JUNE 26, 2025

That means even if your retirement portfolio is doing well, healthcare can still eat into your income faster than expected. So, before you mark your last day at work, make sure you’ve done the math on this piece. Without planning, those costs can quietly drain your portfolio and put your spouse or children in a tough position.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

WiserAdvisor

JUNE 27, 2025

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. Retiring at 55?

Retirement 59

Retirement Planning Retirement Planning Taxes 59

The Big Picture

JUNE 16, 2025

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. So you’re a proponent of modern portfolio theory and the efficient market hypothesis. So you design your portfolio for the worst 2% of times, which means that it should be more conservative than you think it should be.

Math 130

Math Numbers Investments Investing 130

Random Roger's Retirement Planning

NOVEMBER 22, 2024

As I read the FT article, I had a thought about how to try to make the fund work as part of diversified portfolio, not the entire portfolio. The way Portfolios 1 and 2 are weighted, the math works for being a 60/40 portfolio and then from there we add portable alpha/capital efficiency/return stacking.

Portfolio 52

Portfolio Math Assets Clients 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. Really thinking about is first is there a role for privates in their portfolio construction?

Clients 130

Clients Investments Investing Management 130

Carson Wealth

APRIL 28, 2025

The math is just Earnings * (Price / Earnings) = Price, since the Earnings parts cancel. It just means portfolios may have to be more robustly diversified than they were in the past. That in and of itself is a big reversal from how we positioned portfolios over the last couple of years.

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Big Picture

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. But It Is Fighting Back.

Food 157

Food Math Media Assets 157

The Better Letter

MARCH 18, 2025

Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 It applies to your personal portfolio, too. Note, however, that these calculations assume every game is a 50:50 proposition, which of course isn’t the case. quintillion.

Numbers 76

Numbers Marketing Marketing Medicine 76

Random Roger's Retirement Planning

FEBRUARY 10, 2025

Simple math, it looks like the carry index has compounded at less than 3%. If you use the fund in the manner that I think they intend, a blow up for the stocks and managed futures ETF would be a setback for a portfolio but not a catastrophe. The red line for T-bills is price only. And why do you think you need the leverage?

Math 52

Math Management Portfolio Taxes 52

The Big Picture

MAY 7, 2025

I couldnt figure out where it came from; so I worked out the canonical math. So there are some time periods when you simply can’t give gold or precious metals, equities away, and people are saying, this really doesn’t belong in your portfolio anymore. And if you understand asset allocation, you understand finance.

Asset Allocation 144

Asset Allocation Medical Assets Management 144

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. We do have a limit on what percent of the portfolio could be in what’s classified as frontier. 00:27:00 [Speaker Changed] So we think the opportunity in China today is meaningful largest country weight in our portfolio. 00:21:50 [Speaker Changed] Exactly.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MAY 6, 2025

Sander Gerber : Well, actually I was good at math. In other words, people had these models that would give you one volatility exposure across the entire portfolio. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. What was the career plan?

Risk Management 144

Risk Management Banking Portfolio Distribution 144

Abnormal Returns

OCTOBER 11, 2024

(awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division. ritholtz.com) Joe Weisenthal and Tracy Alloway talk multi-strategy hedge fund math with Dan Morillo, co-founder of Freestone Grove Partners.

Math 276

Math Portfolio Management Management Portfolio 276

The Better Letter

JULY 19, 2025

None of us wants to end up on the wrong side of maybe (or, as math geeks would have it, the wrong side of variance). Math works better than intuition because the universe has symmetry and patterns which allow us to explore, describe, understand, and exploit it. But if they are, we’re very bad at math. 19 Leviathan , i.

Math 76

Math Investments Investing Distribution 76

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon. awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap.

Math 298

Math Assets Portfolio Marketing 298

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. aswathdamodaran.blogspot.com) How to make the math behind home ownership work (or not). etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying. morningstar.com)

Math 278

Math Valuation Portfolio Investments 278

Abnormal Returns

SEPTEMBER 20, 2023

Home ownership How to make the math behind home ownership work (or not). awealthofcommonsense.com) How Morgan Housel invests his portfolio. morningstar.com) What happened in 1990 to drive real housing prices higher? awealthofcommonsense.com) Some 40% of under-30-year-old home buyers get help from their family.

Math 279

Math Taxes Portfolio Investments 279

The Big Picture

OCTOBER 20, 2023

Whether it’s a few decades or a century, the math works the same. Hey, what a very different outcome than suggesting a loss of purchasing power — if you understand money and math, you have actually gained purchasing power. Instead of cherry-picking the S&P 500, what about a simple 60/40 portfolio (e.g.,

Investing 339

Investing Investments Math Medicine 339

Abnormal Returns

APRIL 3, 2024

Podcasts Barry Ritholtz talks with Liz Ann Sonders about how to rebalance your portfolio. awealthofcommonsense.com) On the math of a 0% line of credit. ritholtz.com) Jesse Cramer talks with Peter Lazaroff about how to hang in there for the long run. realsmartica.com) Better investors make fewer decisions. Rockefeller.

Math 262

Math Financial Advisor Retirement Banking 262

Abnormal Returns

MAY 14, 2023

morningstar.com) The 60/40 portfolio is flawed, but you need an alternative. wealthmanagement.com) The math behind savings rates and retiring early. financialmechanic.com) Concentrated portfolios come with a lot of psychological stress. (abnormalreturns.com) FutureProof announced the first 50 speakers including the musical acts.

Math 162

Math Portfolio Retirement Banking 162