Random Roger's Retirement Planning

DECEMBER 1, 2023

A quick excerpt from a post a couple of weeks ago about retirement misconceptions. I would much rather withdraw 10% or more per year from my retirement accounts and do it without taking any principal. Part of the math that determines options premiums is the risk free rate of return from T-bills.

Math 74

Math Retirement Numbers Portfolio 74

Mr. Money Mustache

MAY 20, 2022

But in the Mustachian Era (the years since 2011 when I started writing this blog ), there has only been one: the 2020 Covid Crash which only lasted about a month. It’s fun math – a 20% drop in prices means you get 25% more shares for your dollar, and a 50% drop means twice as many , or 100% more shares per dollar invested.).

Marketing 53

Marketing Marketing Retirement Investing 53

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. So I applied to Maryland State retirement.

Assets 147

Assets Management Investments Investing 147

The Better Letter

DECEMBER 15, 2022

Many – probably most – investors who cash out when negative volatility rears its ugly head will see their chances of investment and retirement success decrease significantly. This is the best thing I read this week (it combines magic, music, mystery, and math); this is the best thing I saw. Negative volatility hurts.

Investing 80

Investing Investments Portfolio Numbers 80

The Big Picture

AUGUST 15, 2023

So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. You still had 2012 to 2017 to finish the bet.

Management 130

Management Investments Investing Government 130

The Big Picture

JULY 19, 2022

Really, what I would think is getting to my natural home and that happened in 2011. ! And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent. So, you’ve been there for more than a decade. What is that role like?

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

JANUARY 7, 2025

You, you launched Siebel Capital in 2011. But within a year and a half I retired all our hedge fund business because I could see the capital inflows going into the private markets opportunity. And your timing was quite fortuitous launching in 2011. The institutional investor does not like that math. Absolutely.

Valuation 130

Valuation Engineering Numbers Marketing 130