Adventures in Financial Analysis

My continuing journey into the world of finance.

Tag

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 →

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, volatility 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 →

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 →

© 2017 Adventures in Financial Analysis — Powered by WordPress

Theme by Anders NorenUp ↑