Adventures in Financial Analysis

My continuing journey into the world of finance.


Portfolio Optimization

Is Your Thrift Savings Plan Optimized?

“What should I do with my Thrift Savings Plan?” I get that question all the time. If you don’t know what the Thrift Savings Plan is, you can check out my post covering the basics of the Thrift Savings Plan… Continue Reading →

Portfolio Risk Management and the Norden Bombsight

Portfolio risk management is similar to the Norden Bombsight. What is the Norden Bombsight, and what do I mean exactly? The Norden Bombsight was an engineering triumph; an analog computational device that allowed American bombers in World War II to… Continue Reading →

Do Taxes Reduce Risk?

While studying for the CFA (Chartered Financial Analyst) level 3 exam, there is a concept I came across which is new to me. In a taxable investment, paying taxes lowers risk. Here’s the formula: σAT = σ ( 1 – t… Continue Reading →

Score One For Active Management

A while back I posted about the performance of my TSP account, and I planted a mental note in my head to analyze my Roth IRA account in the same way when I got a chance. So I did. I printed out… Continue Reading →

The More I Learn, The Less I Earn.

In my Equity Analysis class at Creighton’s MSAPM program, we are learning yet again how active management fails to outperform the market. Here is a nice article if you need to get up to speed on the subject. If you prefer… Continue Reading →

Effiziente Nutzung der Zeit

I have four weeks. Four weeks until I start classes (Fixed Income and Derivatives II and Ethics II) back up at Creighton’s MSAPM program. From 20 October until 14 December, I will not have much of a life. What should… Continue Reading →

TSP Optimization with MS Excel

In the military we have the Thrift Savings Plan (TSP). What’s the TSP? The TSP is essentially a 401k for federal government workers which was made available to members of the military in 2000. There are five basic funds which can… Continue Reading →

© 2019 Adventures in Financial Analysis — Powered by WordPress

Theme by Anders NorenUp ↑