Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries TDI Podcast: DiWORSEification (#862) By: Disciplined Investor March 31, 2024 at 15:24 PM EDT Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks – SHE’S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment […] Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities.Goldilocks – SHE’S BAAAACKAnd our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour.Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)Follow @andrewhorowitz Data & News supplied by www.cloudquote.io Stock quotes supplied by Barchart Quotes delayed at least 20 minutes. By accessing this page, you agree to the following Privacy Policy and Terms and Conditions.
TDI Podcast: DiWORSEification (#862) By: Disciplined Investor March 31, 2024 at 15:24 PM EDT Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks – SHE’S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment […] Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities.Goldilocks – SHE’S BAAAACKAnd our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour.Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)Follow @andrewhorowitz