Barron whats your r.o.r??

[Mr. Now]

Barron,

Alot of the readers here are new to these terms. You might want to consider defining them as you go along, so what you write can be followed by anyone reading your more useful posts:

[ QUOTE ]

http://www.iijournals.com/JPM/DEFAUL...amp;SID=319926

The author divides the asset allocation decision into two asset classes: beta drivers and alpha drivers. Beta drivers, which provide broad economic exposure to the financial markets, are established by the strategic asset allocation decision. Alpha drivers are designed to provide added return beyond the return offered through passive exposure to the financial markets.


[/ QUOTE ]

[CrushinFelt]

don't forget to wipe their butts too

[kurosh]

Barron are you going to kill yourself once you realize all the stock market modeling and education in the world isn't going to make you better than completely random picks?

[DcifrThs]

[ QUOTE ]
I'm debating whether or not I should get back into programming.

[/ QUOTE ]

GET THERE!

i spend now a good deal of time/week using matlab.

i get data from here: FRED

and then clean it up in Excel ---> csv

and then bring it into matlab and build a model. thats as much of the programming as i can do.

can you build something that goes to FRED, updates the csv file automatically??

anyways, my answer is don't get rusty programming b/c down the road it can't hurt and can help bigtime. i'd be working in citigroup's quantitative research division at this very moment (for 3 months already) if i could program.

Barron

[DcifrThs]

[ QUOTE ]
Barron,

Alot of the readers here are new to these terms. You might want to consider defining them as you go along, so what you write can be followed by anyone reading your more useful posts:

[ QUOTE ]

http://www.iijournals.com/JPM/DEFAUL...amp;SID=319926

The author divides the asset allocation decision into two asset classes: beta drivers and alpha drivers. Beta drivers, which provide broad economic exposure to the financial markets, are established by the strategic asset allocation decision. Alpha drivers are designed to provide added return beyond the return offered through passive exposure to the financial markets.


[/ QUOTE ]

[/ QUOTE ]

thanks. i tend to forget that.

Barron

[DcifrThs]

[ QUOTE ]
Barron are you going to kill yourself once you realize all the stock market modeling and education in the world isn't going to make you better than completely random picks?

[/ QUOTE ]

i don't model individual stocks, nor do i care to. i don't pick stocks. i pick markets.

so no, i won't be killing myself.

Barron