A Portfolio Better Than the S&P 500?
A graph showing the Sharpe Ratios of three portfolios; 0.26, 0.45, 0.75. The Sharpe Ratio is used to
Moderna Outlook 2025 – 2027
What a wild ride, from $160’s to the $30’s in just six months. While traders love the volatility, the question
Does Modern Portfolio Theory Work?
All I wanted was a 12% Return – (a look at the actual performance when using Modern Portfolio Theory). So
Expense Ratios with Bitcoin ETF’s
As we have continued to create Excel models based on Modern Portfolio Theory, we recently added GBTC, a Bitcoin ETF
VGT – Vanguard Information Technology ETF
If this is your first time looking at the past performance of Vanguard’s Information Technology ETF, you might be as
The Basics of Bond Investing in this Recession
Despite recent Federal Reserve decisions to increase the bench mark interest rate, inflation is still running red hot. It is
How to Evaluate Stocks that Trade for Less than Book Value
Acquisition Update Q2 2024 Fission Uranium was acquired for an all equity purchase with the equivalent price per
GNW – Genworth Financial Solvency after Skochin?
In the spirit of public service, we have put together a model to help a policyholder think through the various
RVVTF – Revive Therapeutics
While many Covid-Companies have underperformed, Revive is trading at $0.47 as of June 30th 2021, an increase from the suggested
RLF/RLFTF Relief Therapeutics
RLF/RLFTF a Swiss Phramaceutical firm that is traded on the SIX exchange under the ticker RLF and also on the