Random Roger's Retirement Planning

AUGUST 17, 2023

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. I don't think I've ever had a client stock go up that much in less than a year but if I did, it was luck. The yellow line stock goes back to 2004. I have a yeah but to that.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Fortune Financial

MARCH 11, 2023

Proponents of this argument will point to a huge increase in vaping as a percentage of the nicotine revenue pool the last several years as evidence of this, yet that analysis misses a key point which is that cigarette revenues have grown in absolute terms despite the heightened competition: How exactly does this math work?

Math 52

Math Financial Advisor Numbers Marketing 52

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. It goes back to the client. It also aligns clients and improves client behavior.

Investing 130

Investing Investments Clients Management 130

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. BRYANT: No, these are just my clients who happen to be working at TSA.

Banking 147

Banking Economics Business Planning Economy 147

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. RITHOLTZ: Really?

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. 00:26:12 [Speaker Changed] And Barstool was the same, which is Barstool started by Dave in 2004. 00:40:26 [Speaker Changed] They, they know, they know math, they know math. 00:10:48 [Speaker Changed] That’s where I met her, yes.

Media 147

Media Food Advertising Investments 147

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. RITHOLTZ: What’s the pushback to that from clients? It’s much deeper than math. Jay Abraham taught me a lot about putting my customers and clients at the center of my world. We’d rather dream about having 10 million then start investing $100 a week.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130