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

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.

Retail 130

Retail Banking Math Management 130

Mr. Money Mustache

MAY 20, 2022

It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.). If you retire just BEFORE a big stock market crash, your first few months or years will drain your portfolio a bit more than you expected, until stock prices recover.

Marketing 57

Marketing Marketing Retirement Investing 57

The Big Picture

SEPTEMBER 7, 2022

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 And then if appropriate, refer it to the regulators. RITHOLTZ: That’s interesting. And I’m like, oh, I had no idea it was that easy.

Communication 297

Communication Engineering Marketing Marketing 297

Clever Girl Finance

MARCH 6, 2023

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. Once you figure out which digital product you're comfortable designing, you can create a portfolio for potential clients. In fact, this is the best time in your life to begin investing!

Media 86

Media Accounting Banking Food 86

Zajac Group

AUGUST 11, 2022

Does it make sense for your total investment portfolio? If the math suggests buying additional shares is the best bet, it may seem like a no-brainer to do so. Of course, these two scenarios don’t exhaust all possibilities by a long shot, but they give us reasonable reference points from which to continue.

Taxes 52

Taxes Sales Numbers Investing 52

Validea

JUNE 14, 2023

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

Math Accounting Investing Investments 109

Good Financial Cents

FEBRUARY 10, 2023

You can become a tutor in almost any subject, but science and math are two of the most profitable niches. One way to do this would be to invest in a portfolio of high-quality dividend stocks, commonly known as Dividend Aristocrats. You’ll receive a referral bonus when you refer a friend or family member to the company.

Advertising 101

Advertising Media Food Management 101

Clever Girl Finance

JANUARY 29, 2023

Your assets include everything from the cash in your bank accounts to the value of your stock portfolios and the market value of anything tangible that you own such as a house or a car. If you are curious about how much savings you should have by what age , you'll find references to this throughout the article. Rowe Price.

Budgeting 114

Budgeting Retirement Assets Education 114

Random Roger's Retirement Planning

JUNE 29, 2022

A 20% allocation to the average systematic trend fund in a 60/40 portfolio would have resulted in an annual drag of about 1.45 Turns out the math checks out using Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 equities/fixed income portfolio and the Guggenheim Managed Futures Strategy Fund (RYMFX).

Math 40

Math Portfolio Clients Management 40

Validea

JUNE 14, 2023

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 52

Math Accounting Investing Investments 52

Sara Grillo

MAY 8, 2023

Financial advisor, and let’s just even suppose I’m a fee-only advisor just for the purpose of simplicity, I do not sell insurance, I don’t get compensated for insurance, I can accept commissions if someone needs term life, I refer them to the insurance agent down the street. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

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

The Big Picture

NOVEMBER 22, 2022

I look for people that have done extracurricular work, or you know, manage their own little portfolio, or have stock ideas or businesses ideas that they want to pitch. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? But really, even that experience was about building great friends that I played football with.

Recruitment 143

Recruitment Engineering Investing Investments 143

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 94

Certified Financial Planner Investing Investments Portfolio 94

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 154

Clients Investing Investments Management 154

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

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 259

Assets Investing Investments Management 259

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. Instead, you use a software program that does the trading for you, which is why it’s referred to as a bot. Ads by Money. AbbVie (ABBV), 3.9%

Communication 90

Communication Investing Investments Accounting 90

The Big Picture

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. The persona in the book that you just described kind of reminded me a little bit of the reference you make in the big short to Michael Burry, who when he finds out his son has Asperger’s, has himself tested and he’s on Asperger’s. And the Undoing project.

Math 154

Math Numbers Marketing Marketing 154

The Big Picture

JUNE 27, 2023

By the time you got to ’87, right, the futures were five years old, people thought there was going to be portfolio insurance, that there was going to be this massive, always liquidity that you could stay longer stocks and that you could sell futures against it. And so it’s one of these things that math works.

Math 143

Math Risk Management Management Marketing 143

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. They get trained at great places.

Management 143

Management Recruitment Numbers Banking 143

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun. ASNESS: Yeah.

Valuation 164

Valuation Investing Investments Numbers 164

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

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.”

Management 270

Management Assets Portfolio Investing 270