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Albert Mak
@a-mak
Forum Home   |   Recent Posts
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Joined: August 27, 2013 5:12 PM
Last seen: July 12, 2022 12:22 PM
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Topics: 1 / Replies: 7
AllTopicsReplies
Topic
Risk Parity Portfolio
6 years ago
Forum
Portfolio Management
Replies: 4
Views: 1188
Reply
RE: Factor Investing: An Overview From Fidelity

A little off topic. I spoke with a Fidelity representative about this, recently Fidelity has done away with 30 days hold period for the Fidelity and i...

8 years ago
Forum
Portfolio Management
Reply
RE: Kipling Spreadsheet

Lowell, Thanks for you help. I was just wasn't thinking about it correctly. I had left over values that I should overwrite. -Albert

8 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Kipling Spreadsheet

Lowell, I think there is something wrong with the inserted table. It is missing cell border. It should read: Position ValuePosition %22305.522%20937.5...

8 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Kipling Spreadsheet

Question on Kipling 3.4 workbook regarding the Manual Risk Adjustments sheet. Why is the position% column under "new holdings" so different from the ...

8 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Portfolio Management Approach

Lowell, Fidelity is competing with Vanguard on the index mutual fund front with low expense ratio and no minimum investment. So this is also attracti...

8 years ago
Forum
Portfolio Management
Reply
RE: Portfolio Management Approach

I did some research, here are the equivalent no transaction fee funds available at Fidelity: Einstein PortfolioExpense RatioEquivalent No Transaction ...

8 years ago
Forum
Portfolio Management
Reply
RE: Portfolio Management Approach

I have a more basic question on the logistics of getting in and out of funds and wonder if anyone has a similar problem My understanding is to be disc...

8 years ago
Forum
Portfolio Management

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  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
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