Remove Clients Remove Math Remove Retail
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My New ETF: 100% of Upside + 0% of Downside

The Big Picture

My obvious bias is that my advisory firm charges clients to create financial plans and manage their assets. But just do the math: Would you prefer to give up 67 basis points (RWM’s dollar-weighted average fee is ~0.67%) or would you prefer to give up 30% of your gains PLUS pay an annual 0.79% fee for the TJUL ETF?

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

And the way math works, you end up with a stock that goes up a bunch. So the concept that we’ve come to put together is we’re going to gather up all these investors, so individuals, financial advisors, who have clients with highly appreciated stock portfolios, cobble them all together. It’s going to be my clients.

Taxes 130
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I Need More Leverage

Random Roger's Retirement Planning

There was an article on LinkedIn (via Abnormal Returns) by Victor Haghani that dug into the math working against leveraged ETFs. YTD SSO is up 51% versus 26% for the S&P 500 and down 19% for SH which I am currently holding for clients.

Math 52
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Transcript: Kristen Bitterly Michell

The Big Picture

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 299
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. And definitely, their retail market participation is significantly lower than you can see in the U.S. Is that the clients you’re aiming for?

Clients 162
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. 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. Two reasons.

Assets 147
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At the Money: Benefits of Quantitative Investing

The Big Picture

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. It’s very, very difficult, especially as you note for retail investors who look, they have other interests, they have other things that they’re gonna spend their time on. It’s not their money.

Investing 162