Math Portfolio Management Retirement 
Trade Brains
DECEMBER 7, 2023
Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio. By enrolling in this course you will learn to manage your finances more effectively by mastering budgeting and portfolio creating for a healthy retirement corpus. You can enroll in the course here.
The Big Picture
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?
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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% Own however many you want of course but the nuisance factor probably starts not much past 30 on the way up.
Random Roger's Retirement Planning
OCTOBER 29, 2023
Here I am talking not just portfolio management but overall lifestyle, habits and choices and yes this does filter into my day job managing investment portfolios. Yeah, that sounds pretty good (giving them the benefit of the doubt about the math)… pretty good for an equity. Not great for an equity but pretty good.
The Big Picture
FEBRUARY 6, 2024
I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.
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. For me, this is all a theoretical exercise but there's a wide contingent of very smart portfolio managers who seem to be all in on this. Does it do what it's supposed to? According to this white paper from ReSolve and Newfound, it does.
The Big Picture
DECEMBER 6, 2022
It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.
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