EnlightenedChosenOne

Hopefully that spanking last week didn't send you into retirement. This place is no fun with smittys same old tired topics clogging the forum

What's keeping Texas from building a giant wall? Are the Feds stopping that or just the "ID every Mexican you see" type laws?

I thought you guys wanted less big government so individual states can do their thing?

Oh wait..

LOL wow

Have a great weekend everyone, I'm not getting suckered into this trap.

Secularism is a religion

Just because his strategy of playing peacemaker doesn't work doesn't make him a Muslim. These types of articles are pretty idiotic.

I'm willing to bet obama isn't even religious based off his views on organized religion prior to being president.

Bama kid now understands how I feel trying to discuss politics and economics with more of the "birther" types around here :p

Dude, you got sucked in..... You're way better than that!

http://imgur.com/Fb3Bn8d

How do you post the actual picture and not just link on here?

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Considering TSA workers barely graduated high school..

I wonder what happened to stevey, he's usually very active on this board.

Hopefully his feelings aren't hurt too bad :p

(Mods can lock this topic if you want, I think it's run it's course)

I think race will always be an issue, it's just a matter of to what extent.

I'm not racist, but I certainly understand why some people are.

He actually did decent in preseason, Cowboys terrible defense could probably legitimately use his help. The media frenzy would be insane though and a huge distraction for the team.

If I was Jerry, I'd be town. More media frenzy = more publicity = higher $$$ valuations. But the team performance suffers from the distractions.

You're right about one thing - this pissing contest is pointless.

I'm just tired of Stevenash boasting about how he's a financial guru when he works in SALES. Anyone who actually knows about investments would know that Stevenash's investment knowledge is limited to stocks and bonds by simply reading this topic.

Stevenash was extremely eager to have bullets13 verify my credentials, until the result was not in his favor.

My credentials are 100% verified. Name, job title, employer, assets under management, etc.

I never asked bullets13 to verify that my statements on portfolio asset allocation are correct (although they are). There's a reason why Stevenash STILL hasn't answered my question (hint - it's because he knows I'm right and he's wrong)

New to the thread. One note... you've proven nothing except that you like to argue. Getting someone who admittedly doesn't know what you are talking about to "verify" doesn't exactly prove anything.

You may or may not have big clientele. I hope you do. But to say that you've shown anyone else up is ridiculous.

And at the end of the day... who the hell cares?

Let's take note of this reply -

Stevenash assumes I'm lying and is willing to take bullets13 word to confirm/deny I'm telling the truth.

Of course, after my credentials are verified, all of a sudden bullets13 word isn't good enough!

Silly stevey didn't get the result he was looking for and is now in desperation mode.

Yes, contact Bullets and have him contact me. If you want to back out on your Bullets contention, give me the names of 5 portfolio managers that have contacted you in the last two months and the names of the firms they represent.

I called out Stevenash on his lack of investment knowledge. He said I was a know nothing when he clearly didn't understand the basic investment concepts I was talking about. He also still refuses to answer my question about the two portfolios with slightly different asset allocations.

Stevenash assumed I googled all this knowledge, so I provided proof I manage a significantly bigger portfolio than he does and have experience investing across asset classes he hasn't the slight idea about.

Upon providing proof (verified by setxsports moderator bullets13), Stevenashs feelings were hurt and now he wants the names and contact info of people I do work with and a copy of my birth certificate and urine sample.

wtf is all this?

Do I need to provide my birth certificate and urine sample as well? You're getting desperate.

Once again, I have provided my name, my job title, the description of my job duties, my employer, a snapshot of the multibillion dollar portfolio and verified my identify with an email from my work email.

And those are all items that my administrative assistant could have sent to someone if she were making the case you are making. Since we are being criticized for getting in a "pissing contest", lets continue this discussion via PM so as not to agitate the rest of the board participants any further. Lets start with the names of those portfolio managers that you "help" arrange conference calls with or if you are actually a portfolio manager yourself, I would be interested in knowing what publicly traded securities you are currently investing those millions and billions of dollars in.

It appears you are underestimating the intelligence of bullets13.

I have provided my name, my job title, the description of my job duties, my employer, a snapshot of the multibillion dollar portfolio and verified my identify with an email from my work email.

Stop being a sore loser.

If you told him you were Warren Buffet and then he turns around and tells that to me, what good does that do? Lets go ahead with the portfolio managers names that you deal with on a daily basis along with the companies they represent. That will definitely cement your claim and this will all be over with. Besides that, Bullets has already stated he has no idea about what we are talking thus making it possible for you to lead him astray.

BOOM ROASTED X4

Thanks for your assistance bullets

I never said I was close to bullets, but I do trust him as he appears to be the most level headed on this board.

I have PM'd him proof.

You were on the right track until you assumed an enlightened individual like myself resides in SETX where the opportunities are limited

Anyone in the business who doesn't understand those statements isn't in the business very long. Yes, contact Bullets and have him contact me. If you want to back out on your Bullets contention, give me the names of 5 portfolio managers that have contacted you in the last two months and the names of the firms they represent. If they are fighting to get some of the "millions and billions" that you are about to deploy, I can find out in very short order about your credentials. At this point, you are suggesting that you and those you "help" are in the same league with the Harvard Endowment Fund, The Texas Permanent School Foundation, and Calpers to name just a few. It will be interesting to find out why a pivotal manager is located in Southeast Texas.

Obviously the portfolio diversification and correlation statements aren't known by everyone in the business since you clearly don't understand it and still refuse to answer my question.

I'll PM bullets and see if he's interested in participating in this pissing contest.

PS - Portfolio managers call me multiple times a day trying to set up conference calls and meetings. You know, because were investing millions and billions not some small rinky dink $150k account.

Let me first recommend that you abandon the personal insults approach, because it is ineffective and convinces nobody of anything. And yes, have Bullets verify that to me. I would dearly love to know how you "help" invest a multibillion dollar portfolio. All the statements you made about portfolio diversification, correlation, yada yada yada, are/have been well known to anyone who is in the business. So spouting a few terms that can easily be found in a few minutes on the internet proves zilch. I know a lot of portfolio managers and interact with them on a regular basis and I can tell you quickly that none of them communicate with other people in the business via personal insults. But go ahead and have Bullets give me the lowdown so I can understand your career better.

Mr. Glorified salesman, I also manage and help invest a multibillion dollar portfolio across all the asset classes referenced earlier.

I'd be more than willing to get that verified from an unbiased moderator of this board such as bullets13 if you'd like.

The only thing you have me beat on is age.

Stevey boy gets shut down in a debate and goes back to the "I'm smarter because I'm older!" fallacy. LOL can't make this up! :lol: :lol: :lol:

 

Stick to your index hugging mutual funds old man. You OBVIOUSLY do not know a single thing about alternative investments and diversification across different asset classes.

 

By the way, you still never answered my question -

 

 

I never said put all your money in hedge funds. As a financial advisor, you are supposed to know at least the very basics of asset allocation and diversification across asset classes.

Example - A traditional 60/40 portfolio returned 6.57% from 1990-2010 with a std dev of 10.26%, sharpe of 0.29 and max drawdown of -36.4%.

Add a 20% allocation to global macro and the return jumps to 8.0% with a std dev of 9.18%, sharpe of 0.48 and max drawdown of -30.5%.

So Mr. Financial Advisor, wouldn't you agree the portfolio with the 20% global macro allocation has outperformed the traditional portfolio in every single metric?

 

 

 

No problem. Have been managing portfolios for over 30 years in real life situations with real dollars( which forces one to stay educated on the related topics) rather than grabbing something off the internet and posting it with the hope that somebody will believe I know what I am talking about. Funniest part is when someone with little or no knowledge of the topic begins telling someone with many years of experience what they should and should not do. Some walk the walk, others talk the talk.