Article Math Portfolio Management 
Random Roger's Retirement Planning
OCTOBER 29, 2023
This post looks at several interesting articles in the current Barron's. Normal 0 false false false EN-US X-NONE X-NONE A quick hit article on HSAs which have evolved to be more of a mainstream type of health insurance offered now as a benefit to employees. Here is an interesting quote from the first Barron’s article.
Random Roger's Retirement Planning
AUGUST 17, 2023
A couple of different articles that I think can weave together for a blog post. 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.
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The Big Picture
JANUARY 21, 2025
Jonathan Clements : Yeah, when I was at Forbes after this initial spell as a fact checker, I was given the mutual funds beat and the core article as the mutual funds reporter for Forbes Magazine. And subsequently, when I covered mutual funds for the journal, was the star manager profile. And it was very formulaic.
Trade Brains
DECEMBER 7, 2023
In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way.
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. I didn’t know what any of these terms meant. So that’s the kind of more investment side of things.
Random Roger's Retirement Planning
JUNE 27, 2022
This year, VBINX is down 18% while NTSX is down almost 24%, the math appears to check out. In the Seeking Alpha post, they talk about capturing all of a portfolio's notional equity exposure from a long position in futures contracts. The SA article says a position in futures might only require 5% margin. 1.25X and 1.5X
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. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. He is portfolio manager at Orbis Holdings.
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