Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. If a portfolio starts with 40 holdings each with an equal 2.5% Not too many I'd say.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

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. And then I was looking for something more applied. The second is excess returns.

Investments 130

Investments Investing Clients Numbers 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. I believe I love math because it doesn’t have an opinion, that’s a Melody Hobson quote. RITHOLTZ: Right. BRYANT: Number two, money is emotional. RITHOLTZ: Yes.

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. They get trained at great places.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

JUNE 18, 2024

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. 00:49:16 [Speaker Changed] You know, I have a, a chapter and, and an upcoming book about, you are responsible for your portfolio.

Media 147

Media Food Advertising Investments 147

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. So here’s the math, Barry. 00:44:49 [Speaker Changed] Correct?

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. How’s my 10 grand doing? LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet.

Media 290

Media Investing Investments Valuation 290