Random Roger's Retirement Planning

DECEMBER 17, 2023

Simple math is that this person needs to save $23/yr to come up with that additional $350,000. But simple math tells you that adding $5000/yr likely won't cut it. Where we talk about return stacking in portfolio construction, think of this as work stacking. 5000 per for 15 years is $75,000.

Retirement 75

Retirement Math Insurance Accounting 75

The Big Picture

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

SEPTEMBER 7, 2022

MARTIN: I mean, it was incredibly interesting to watch the new retail interest in certain stocks and why they had picked certain stocks. 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

Communication 306

Communication Marketing Marketing Engineering 306

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. 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.

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

SEPTEMBER 29, 2024

Risk parity portfolios are particularly vulnerable when their active weighting algorithms fail to predict shifts in asset correlations." In the same period Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio compounded at 10.89% with a standard deviation of 12.43%. The table/chart goes back to FAPYX' inception.

Portfolio 52

Portfolio Assets Management Math 52

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. Like I was, I was not expecting that.

Banking 130

Banking Retail Math Management 130

Good Financial Cents

FEBRUARY 8, 2023

Sign Up mypoints Earn points for surveys, redeem for amazon or retail gift cards Sign Up 2. They partner with thousands of popular retail stores, including Target, Lululemon, Old Navy, Kohl’s, Nike, and more. You can even create a portfolio of videos, each earning you a little bit of revenue every month. Influence brands.

Advertising 105

Advertising Sales Media Math 105

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? They make it super easy to passively invest in ETFs, and are rounding out their portfolio of services to get you access to your money seamlessly.

Accounting 105

Accounting Investing Investments Media 105

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%.

Accounting 91

Accounting Communication Investing Investments 91

The Big Picture

MAY 13, 2025

He ran our retail division and I was working for him at that time. And then I spent probably a dozen years in our retail division, whereas you mentioned I ran the, ultimately I ran the division, but I started in different roles in the division, particularly leading the advisory group before taking over. Am I wrong?

Clients 130

Clients Investing Investments Management 130

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. Initially I joined to help them manage their equity portfolio. It was the exact same trade. I buy everything.

Assets 173

Assets Management Portfolio Marketing 173

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 278

Management Assets Portfolio Investing 278

The Big Picture

AUGUST 29, 2023

Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. And Greg Davis just does an amazing job. I thought this was a really fascinating conversation. I think you will also. With no further ado, my interview with Vanguard CIO, Greg Davis.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. By ’08 and ’09, look, there were bankruptcies everywhere in every industry from retail to telecom. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

The Big Picture

SEPTEMBER 10, 2024

We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. And so the last six and a half years, that portfolio has outperformed the s and p by almost 800 basis points annually. So in 22, that portfolio was actually up, and it’s, and it’s long only. Annually, okay.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

MAY 30, 2023

Because then I knew what the wholesale rate was and the retail rate. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. BRYANT: So money, unlike math, money is highly emotional. “Yes, I want to do the stocking.” He says “it’s the worst job I got.” RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

David Nelson

NOVEMBER 20, 2023

Do the math. In retail you’re talking about single digit margins with little room for error. Trading in our main portfolio was not the smartest in the world. Bleeding to Death For the rest of that day, retail was under siege. Well, the street certainly didn’t like that and sent shares down over 8%.

Economy 52

Economy Retail Sales Math 52

The Big Picture

DECEMBER 12, 2023

And I was a math nerd as a kid. If you’ve got a undifferentiated, crappy retailer and you’re saying it’s going to have $5 of free cash flow in five years, and you’ve got Visa, MasterCard, most of the magnificent seven, and you say that’s $5, they’re not the same. You have so much more certainty.

Management 264

Management Investing Investments Retail 264

The Big Picture

JANUARY 24, 2023

Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And the question is, you know, how high we can build?

Investing 263

Investing Investments Numbers Banking 263

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 147

Economy Numbers Marketing Marketing 147

The Big Picture

MARCH 12, 2024

I’m assuming it’s primarily institutional and not retail. 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. That grocery store, that grocery store anchored retail. Huh, 00:20:35 [Speaker Changed] Absolutely.

Banking 147

Banking Marketing Marketing Investing 147

Random Roger's Retirement Planning

APRIL 18, 2025

This is an important thing to understand when constructing portfolios that go narrower than broad based index funds. The math checks out and while the timing for these funds to launch was simply unlucky, I can't figure how these make managing a portfolio easier. You can see the S&P 500 is down 7.9%

Management 52

Management Portfolio Math Retail 52

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does. Matt Eagan.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Banking Government 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. And I, and I really like the application of math and statistics and computer science to markets. It’s just not smart on a math basis to do that.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

OCTOBER 10, 2023

Because he was all sure he was a totally isolated math. So, so he’s brilliant at math. He goes to m i t to study, study physics and math. So brilliant enough so that sure, he goes to math camp in the summer and find, kind of finds his tribe. But in math camp, he’s not the best. And the Undoing project.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

JULY 31, 2023

RITHOLTZ: Retail just is nothing at all. hey, there’s no retail, order online. 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. Wait, you’re selling video games in retail shops in malls? And we threw one or two overboard.

Retail 130

Retail Government Economy Economics 130

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. Don’t write it down, but they surveyed retailers. Like re like retail for example, or autos, trucking companies, you name it. How do you measure GDP two weeks or three weeks after the quarter ends or retail sales eight days after the month ends.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. It’s only later, or at least in the book you described it that way, it’s only later that it’s household brands and retailers and names we know. It’s really attracting a lot of retail dollars.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

MAY 16, 2023

LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. You know, I’m just a retail Yahoo finance kind of guy. So this is the math that I applied. So think about this, do the math. RITHOLTZ: Right. RITHOLTZ: 2004, 2005. LINDZON: I hate CNBC.

Media 290

Media Investing Investments Valuation 290

The Big Picture

NOVEMBER 12, 2024

It’s sort of funny to see a bunch of Ivy League suits who’ve never run a factory or who’ve never run a railroad or who’ve never run a, a retail shop, come in and say, no, no, you’re doing this all wrong. Retailers get a crack at this giant market for a time. I do the math. That’s right.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261