Biography

Welcome, This AI Generative Chatbot was developed for classes I taught with Dr. Ronjon Nag at Stanford University. We each had to condense a lifetime of learning and experience into 5 hours of education. To see my individualized approach to helping you manage your assets, cursor down to The 1st Red Arrow box with my photo and play the 10 minute video. Afterward, click, "DTR Calculator", to calculate your DTR. Now use this DTR in the TPR Calculator, where you can change the Ticker symbol from SPY to what ever ticker you want to evaluate, by entering the mean and standard deviation. Here is how to interpret the output in this example: (TPR) in the right panel is .92, meaning SPY has 8% more downside risk than upside potential (1 - .92). Now place the cursor on 10 and press the up arrow to see how the graph and TPR change with the forecasted return. Now right click and press PRINT to save the graph. Now, repeat for each new ticker you wish to evaluate. I do not invest in negative ETFs