by James Damschroder | January 13, 2023 | Portfolio ThinkTank |
An Investment Policy Statement is a collection of policies that institutions used to use to govern how their portfolios where managed. They still do. Some Investors use this to, usually very wealthy investors. Portfolio ThinkTank has taken the IPS and combined it...
by James Damschroder | November 27, 2019 | Portfolio ThinkTank |
We exist to help investors… Investors who are smart enough to realize that they can create investment strategy themselves and smart enough to know that they can beat the averages, yet self-aware that it’s ok to get some help. We love tech-savvy investors and we...
by James Damschroder | November 17, 2019 | Portfolio ThinkTank |
These are the virtues of what a good backtest is and what it can do for investors. These are the virtues The Gold Standard for Portfolio Backtesting. Includes the impact of portfolio rebalancing Ideally, the backtest should cover a period long enough to cover at...
by James Damschroder | July 9, 2019 | Portfolio ThinkTank |
My name is James, and I’ve been a B2B fintech executive for 19 years, selling millions of dollars of tech to professional investors. Now, with Portfolio ThinkTank, I’m changing teams. Why are we launching Portfolio ThinkTank? Because I want to help regular investors...
