Category: Wealth Management

Why Modern Portfolio Theory Unreasonable?

Why Modern Portfolio Theory Unreasonable? The inventor himself did not use it. I should have computed the historical covariance and drawn an efficient frontier. Instead I visualized my grief if the stock market went way up and I wasn’t in it – or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my [retirement pot] 50/50 between bonds and equities.

How does JPMorgan Chase make money?

JPMorgan Chase is named after the founder of one of the companies in the group, which has long been inseparable from the banking industry. The merger of its businesses involved many of its major competitors in the past.

Wells Fargo, a major holding once praised by Buffett and Munger

Wells Fargo, a major holding once praised by Buffett and Munger, Company profile, Berkshire Hathaway (NYSE: BRK.A and BRK.B) started buying Wells Fargo stock in 1990, a story worth mentioning.

Never borrow money, shorting, or derivative products

Don’t borrow money, shorting, or derivative products. In this blog and in my book “The Rules of Super Growth Stocks Investing”, I have repeatedly advised investors not to borrow money to invest, do not shorting, do not invest in derivative investment products such as options or futures

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