Sue Smart: "The Case of the Over-Diversified Portfolio #2"

The case was clearly out of my league. I didn't have the computer firepower to make sense of this bizarre and immense collection of financial flotsam. The arcane knowledge necessary to assess these apparitions from the mutual fund twilight zone meant there was only one person who could help me.

I'd have to make the trek to the Temple of Quantitative. It had been a while since I'd seen Lori Analytic. We'd worked together for years on the bond desk of Sharp and Shooter.

Where I liked the cut and thrust of bond trading and dealing with my clients, Lori sat off in a corner, mesmerized by her computer screen. As technology took over Bay Street, Lori's professional stature had grown immensely, far out of proportion to her slight physical appearance.

One day she shut down her workstation (the fastest money could buy) and gave the boss her resignation letter. She had made so much money on her own trading account, she was leaving the Street to manager her own portfolio. We kept in touch, and she occasionally did me favours by analyzing things that were way out of my league.

"I might be able to help you", I said to Bythe.

"I'll have to have a financial analyst look things over and see what your returns have been. It will take a while to input the historical data and do the analysis."

Bythe was still proud of his precocious portfolio child. "I think it's been good. I have a lot more than when I started."

Sue Smart: "The Case of the Over-Diversified Portfolio #2"

The case was clearly out of my league. I didn't have the computer firepower to make sense of this bizarre and immense collection of financial flotsam. The arcane knowledge necessary to assess these apparitions from the mutual fund twilight zone meant there was only one person who could help me.

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