Portfolio Management


Was hired by A in mid July, to teach them sophisticated investment practices. Cognoscenti out there know sophisticated is not a subjective term, but a formal NASD or NYSE term legal in nature.

With a great emphasis on major ETF’s, exchange traded funds, attempted to teach this very smart, very nice person as much as I knew, from how to model risk of major markets, to the relationship of bonds to stocks, the dollar to commodities, that is to say ‘intermarket analysis, and as much progress as we made, they decided in the end they they ‘would never’, accessed that they would never be able to do this at THAT level, not without a lot of labor anyway. Would be like me trying to learn Arabic or Sanskrit, when I never quite finished reading and writing Japanese, as many words as I know!

So they asked to hire me, to help direct a small to medium sized portfolio. As said to my Doctor of many years, as I was bending over durring a full physical, ‘Doctor Schore! Sorry you have to look at this!’ I am in very good condition and clean, but it is what it is. His classic response: ‘This is NOTHING. You should see what I have to look at, at The VA!’ Where he was two or three times per week for many years.

Similarly here. This is nothing. And mean it in a good way. An average person might break to have to figure out or decide what to buy or sell, but I bought and sold 200M or more in my former career. And the average account was about 350k. My minimum latter became half a million.

So when A said, ‘I would be glad to pay you 1.25 or 1.5%, was it, instead of 1%, I said no, lets learn to work together, and would rather UNDER CHARGE YOU THANK OVER CHARGE YOU. But as mythographyer Joseph Campbell said of great Indologist Heinrich Zimmer, when he inexplicably gave copious and great lectures at Columbia University, to a large and empty lecture hall, which should have been filed’but instead had JUST four persons, so here.

I manage this, as though it was five million and is for me a mission in redemption. Want to hire a top performer? Someone with something to prove for the love of it. True.


Knowledge manager, who can create, plan, furnish, operate, refine, and deliver complex processes involving people, products, results.

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Posted in Advisory, Financial, Markets, Trading

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About David
David Korn Special Projects has over twenty years experience in the creation, planning, operation, delivery, and refinement of the complete life cycle of complex and demanding projects. These can involve people, results, or process. Projects can be for events, business planning, financial analysis, construction, litigation, or investment.
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Knowledge Management
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