2024 Math Portfolio Management 
Trade Brains
DECEMBER 7, 2023
The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics.
The Big Picture
MARCH 20, 2024
At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today.
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Brown Advisory
JANUARY 17, 2024
Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Even with 75% accuracy we only move from an investable universe where 30% of constituents outperform to now selecting the portfolio from a pool with a 56% win rate. This is why industry hit rates are so low.
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 didn't buy stocks in 2004 thinking about 2024 or 2034 but I take from his post that Six Bravo does think is those terms.
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. But you know, in even in the first half of 2024, more than 60% of the return came from six companies.
The Big Picture
JANUARY 16, 2024
I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. And it’s gonna be a very interesting 2024 all around the world. I have no family history.
The Big Picture
JANUARY 21, 2025
But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? And that was in June of 2024.
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