At the beginning of 2015 I analyzed my retirement portfolio at TIAA-CREF and set allocations using a portfolio optimizer. It is time to check in on that portfolio to see how it is going…
July 18, 2018 by Tucker Balch
In January 2015 my wife and I decided to set up investment accounts for our school-aged children. Each semester they are provided a reward for good grades, half of which they must invest in the market. Our expectations were modest: We hoped that they’d learn about the value of investing in and holding stocks and […]
March 26, 2016 by Tucker Balch
Recent data shows that there is a weak relationship between Democratic bias and higher per capita GDP.
February 10, 2016 by Tucker Balch
By Tucker Balch, Ph.D. and Anderson Trimm, Ph.D. “A stop order is an order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit an investor’s loss on a position in a security” —investopedia. In this article we investigate how the addition of stop-loss orders affect […]
January 15, 2016 by Tucker Balch
To answer that question, we asked our Machine Learning-based forecaster what it thought would happen a month ago.
September 2, 2015 by Tucker Balch
This question comes up every time I teach Computational Investing. Here’s my attempt to create the best, (final?) answer to this question.
August 10, 2015 by Tucker Balch
The Wall Street Journal interviews a student who completed my MOOC.
April 27, 2015 by Tucker Balch
“I’ve never seen a bad backtest” — Dimitris Melas, head of research at MSCI.
April 27, 2015 by Tucker Balch
January 10, 2015 by Tucker Balch
Like many of my colleagues, my retirement funds are held at TIAA-CREF as part of a 403(b) plan. My investment options there include a choice of 54 funds that include some managed by TIAA-CREF and QuestIRA. Figuring out which funds to invest in and how much to invest in each is a complicated affair. Here’s […]
July 20, 2018 by Tucker Balch
0