Random Roger's Retirement Planning

APRIL 7, 2024

Let's have a little fun with a difference of opinion about how to incorporate managed futures into a portfolio between to big proponents, Corey Hoffstein from ReturnStacked ETFs and Andrew Beer who runs the iMPG DBi Managed Futures Strategy ETF (DBMF). Both of them talk about how to add managed futures to a portfolio.

Management 80

Management Portfolio Portfolio Management Risk Management 80

Trade Brains

NOVEMBER 4, 2023

In addition to this, it offers other services such as portfolio management, consultancy, etc. The platform has various plans for retail traders and institutional brokers Features:- Thousands of trading robots and indicators can also be downloaded for free from the MQL5 Codebase. Hope this blog adds value to your trading journey.

Assets 111

Assets Planning Financial Market Retail 111

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. They’ll construct the portfolio. One, we invest in the business to better serve you, right, so better digital experience, if you’re a retail investor, more services for advisors.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The market microstructure has changed.

Assets 161

Assets Management Portfolio Marketing 161

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” We have retail clients. BERRUGA: Yeah.

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Clients Investing Investments Management 152

The Big Picture

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. And Greg Davis just does an amazing job.

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. Macchia says this is ignoring longevity risk. Salaske says this isn’t right from a longevity standpoint and that is should instead be managed on a total return basis.

Insurance 59

Insurance Financial Advisor Retirement License 59