Trade Brains

FEBRUARY 14, 2023

They are the folks who understand and effectively use financial skills to manage their money. Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! Expense ratio 1.74% Inception Date August 16, 2004 Exit Load (o to 12 months) 1.00% No.

Healthcare 59

Healthcare Retirement Investing Investments 59

The Big Picture

JANUARY 14, 2025

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. And I’ve interviewed hundreds if not thousands of portfolio managers and worked with develop many strategies of my own. I was doing all the, pulling all the ways to get things to go as fast as possible.

Management 147

Management Investing Investments Assets 147

The Better Letter

FEBRUARY 28, 2025

Friends was a television ratings juggernaut for ten seasons from 1994-2004. He pioneered a portfolio management strategy that became known as the “Yale Model.” My wife and I were busy rearing our children during that time and missed it entirely. Of course, it’s a pickup line.

Portfolio 65

Portfolio Asset Allocation Investing Investments 65