Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. All of this to say, the markets are volatile, and your portfolio can experience significant fluctuations because of it, particularly if you have a single stock position that makes up much of your wealth.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Brown Advisory

JANUARY 17, 2024

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. Statistically, these are known as Type 1 errors of commission (or inclusion) having fallen for a false positive signal.

Investing 52

Investing Investments Portfolio Compliance 52

Good Financial Cents

FEBRUARY 8, 2023

When you purchase items from your favorite stores from Rakuten’s website, Rakuten splits its commission with you in the form of cash back. You can even create a portfolio of videos, each earning you a little bit of revenue every month. Almost any subject qualifies, but math, science, and English are usually the most in demand.

Advertising 105

Advertising Sales Media Math 105

Good Financial Cents

APRIL 14, 2023

Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. If you are to divide your portfolio with equal allocations to each of the 10 companies, you have an average annual dividend yield of 4.3%.

Accounting 91

Accounting Communication Investing Investments 91

Sara Grillo

MAY 8, 2023

Financial advisor, and let’s just even suppose I’m a fee-only advisor just for the purpose of simplicity, I do not sell insurance, I don’t get compensated for insurance, I can accept commissions if someone needs term life, I refer them to the insurance agent down the street. Excuse exactly.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I don’t have — coming from a family business, we say we don’t have portfolio theory. It’s much more equivalent to being a house broker than owning the house.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

JUNE 27, 2023

Not only did he serve on the Brady Commission looking at the ’87 crash, but his history of investing and trading and public service, both at the Fed and the Chicago Board of Trade and Treasury Department, really unparalleled, as well as just a pretty amazing track record as an investor and trader. And they do throw tantrums.

Math 147

Math Risk Management Marketing Marketing 147

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? Most brokerages no longer charge trading commissions which is a huge saving for us! The minimum investment on Fundrise is only $10.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 8, 2024

And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. I’d been ranked i i back in the seventies, if you can do the math. He helps portfolio managers make sense of the world. So at that point, I had a pretty big career. Not, not useful.

Economy 147

Economy Clients Banking Economics 147

The Big Picture

JUNE 20, 2023

And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. MORGENSON: And so, he buys this portfolio of junk bonds. RITHOLTZ: Right. Or does that happen?

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

NOVEMBER 12, 2024

His commissions were drying up. I do the math. It’s that there’s a sort of portfolio rebalancing, and I, I, I would put it to you this way, we’ve talked a lot about Walmart. He told me how he had, you know, financed a trip to Tahiti for his honeymoon on home equity line and credit.

Manufacturing 261

Manufacturing Consulting Economics Engineering 261