
Better Portfolio Performance with Factor Model Monte Carlo In R
A common problem when evaluating a portfolio manager is that the history of returns is often so short that estimates of risk and performance measures
A common problem when evaluating a portfolio manager is that the history of returns is often so short that estimates of risk and performance measures
Something that I’ve struggled with over the past few months is how to reconcile the flood of seemingly disparate economic and financial data. By any
The sorted Beta and Sharpe Ratio for all companies listed in the S&P 500 as of August 2020 are now available. Beta and Sharpe are
If your company offers a 401(K) plan, it can be an effective way to save for your future. With a 401K you get tax benefits,
“The arithmetic makes it plain that inflation is a far more devastating tax than anything that has been enacted by our legislatures. The inflation tax
“Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” The above quote is often
Every investment comes with risk. If you’ve been invested in the stock market over the past few months then you have received the education of
When most people think of investing, they immediately think of the gains. They envision themselves as the savvy investor that buys Amazon (AMZN) or Google
Municipal bonds are a bit of magic bullet in the investment world: Low risk Income producing Tax Free Due to the tax-free feature, municipal bonds
Don’t put all of your eggs in one basket. Don’t bet the house on Red 9. These are common refrains that we all intuitively understand: