Remove Math Remove Portfolio Management Remove White Paper
article thumbnail

Old Concept With New-ish Name

Random Roger's Retirement Planning

According to this white paper from ReSolve and Newfound, it does. This year, VBINX is down 18% while NTSX is down almost 24%, the math appears to check out. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples.

article thumbnail

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

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. You, 00:18:29 [Speaker Changed] You, you mentioned ownership mentality. The power of location.