Remove 2015 Remove Math Remove Portfolio
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The Skew

The Irrelevant Investor

Hendrik Bessembinder An excellent piece from Bloomberg came out over the weekend, The Math Behind Futility , which looks beyond the usual explanations as to why the majority of professional stock pickers fail to keep up with an index. "Even if there weren’t fees and expenses, the odds are you’ll underperform."

Math 52
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It's All Relative

Brown Advisory

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall.

Taxes 52
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It's All Relative

Brown Advisory

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. Simple math dictates that when yields rise, fixed-rate bond prices fall.

Taxes 52
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From Rocket Ship to Roller Coaster

Investing Caffeine

Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. With that said, I am always quick to point out that diversification in a portfolio is important (i.e., Source: Calafia Beach Pundit. Source: Edward Yardeni.

Math 52
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Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!

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Financial Advisor Showcase: Money Maven Financial

FMG

I started as a solo advisor with Waddell & Reed in 2015. The math speaks for itself- over half our population is female, yet only around 20% of financial advisors are women. I’m also more interested in the balance in your life than the balance of your portfolio. We hope her answers can inspire ideas for your own website.

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Transcript: Ted Seides

The Big Picture

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.