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 […]
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 […]
September 12, 2014 by Tucker Balch
It is well known that portfolios that blend stocks and bonds perform well because their major asset classes are anti-correlated. There are a few major weaknesses in the way these portfolios are typically managed however. Namely that the ratio of stocks to bonds is usually fixed, and also that they don’t always use the best representatives […]
July 30, 2014 by Tucker Balch
If you have an account with TIAA-CREF (many university and college employees do) you probably have access to the TIAA Real Estate Account (TRE*). If you’re interested in a real estate investment, TRE is a powerful option. *Note: TRE is just my own personal abbreviation, it is not a ticker symbol.
July 20, 2018 by Tucker Balch
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