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Investing 101

Investing 101, Investment Conversations w/Chenjiazi,

Theory Versus Practice: Rethink Portfolio Optimization

Portfolio optimization is a mathematical process of assigning the proportions of various asset classes or investment styles to be held in a portfolio, in a way as to construct the most efficient portfolio, given the expected rate of returns, expected return dispersion, and some other measures of risk. Portfolio optimization takes

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DIY Investing, Investing 101, News,

Where Would You Place Your Trust – Wall Street, Main Street, or University Street?

In my experience in the investment business, I have found three basic choices. You can trust Wall Street (financial media, investment banks, insurance companies, brokerage houses, mutual fund families), Main Street (your neighbors, friends, relatives, colleagues, etc.), or University Street (i.e. the academic community). Wall Street Wall Street claims to

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