The Story Behind Your Portfolio

Josh here – for Talk Your Book this week, I chatted with Barry Ritholtz about a new piece he has at Bloomberg View describing the ways in which the Wall Street sales process has changed. Once upon a time, investors were sold stories about the individual holdings in a portfolio and were enticed to invest based on the potential for the stocks themselves. In the modern era, portfolios are being constructed using data ...

source https://thereformedbroker.com/2019/01/23/the-story-behind-your-portfolio/