The Irrelevant Investor

NOVEMBER 8, 2018

From 1990 to April 2003, the Nikkei fell more than 80%. Stock market bubbles and their ensuing bear markets can potentially be mitigated with diversification and a rules-based risk management system. Things got so crazy towards the end of the bubble that the price/sales ratio for the Nikkei hit 2.5x at its peak in 1989.

Risk Management 52

Risk Management Sales Management Numbers 52

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. SALISBURY: Yes.

Assets 299

Assets Clients Investing Investments 299

Validea

JANUARY 4, 2023

We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this year we’ll hit the 20-year mark in terms of running systematic investment strategies. By Justin Carbonneau ( @jjcarbonneau ) —.

Portfolio 52

Portfolio Risk Management Assets Management 52

The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. BERRUGA: This is 2003.

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

JULY 29, 2023

The State of Arizona official I mentioned above, was one of my instructors when I took my first firefighting class back in 2003, I worked with him one way or another more times than I can remember. Being able to make relationships is important if you want to succeed. I have a ton to learn about every facet of this.

Retirement 40

Retirement Planning Risk Management Clients 40

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. What led you to decide I know I’m going to go out on my own?

Management 147

Management Recruitment Numbers Banking 147

Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. This step-by-step approach allows you to learn and adapt, maximizing the potential benefits of passive income without overextending your resources.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58