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. If a portfolio starts with 40 holdings each with an equal 2.5% I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

The Big Picture

SEPTEMBER 3, 2024

All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality.

Investing 146

Investing Investments Management Valuation 146

The Big Picture

AUGUST 20, 2024

00:03:14 [Mike Greene] So that was actually an outgrowth from my experience coming out of Wharton and you mentioned the, the, you know, the transition of people who tended to be skilled at math or physics into finance. So I, as a discretionary portfolio manager, if you hand me cash, I can look at the market and say, you know what?

Assets 170

Assets Management Portfolio Taxes 170

The Big Picture

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting.

Assets 296

Assets Clients Investing Investments 296

The Big Picture

APRIL 8, 2024

I’d been ranked i i back in the seventies, if you can do the math. He helps portfolio managers make sense of the world. But if you go back to 2006 point half percent sounds high. Tell us a little bit about the plan for launching an independent economics research 00:09:15 [Speaker Changed] Shop. Not, not useful.

Economy 146

Economy Clients Banking Economics 146