My name is Julian Augusto Boralli, aka JAB. I am an engineer, builder and entrepreneur. My professional background spans from entrepreneurial ventures to executive positions at large companies. I am the founder and CEO of Portfolio Frontier, www.portfoliofrontier.com, an amazing portfolio management application for retail investors. I am also passionate about education and tech in general. I was born and raised in Brazil and California has been my home since 2015.
My roots, joy and inspiration.
For me it is plain and simple: FUN!
It keeps my body, mind and spirit in harmony.
The compass I use to navigate life.
I am committed to developing technology that improve peoples lives.
• Investment management application for retail investors.
• Currently leading the product and market strategy.
• Created an application where self-directed investors analyze and share portfolio ideas.
• Promoted an online community for investor education and collaboration.
• Directed the Finance, Legal, HR and IT Departments.
• Led merger and aquisition initiatives that doubled the size of the company.
• Responsible for Método's strategy and organization transformation program.
• Created and executed strategy / growth plan for a region in São Paulo, Brazil.
• Managed a team of 510 people, who worked in sales, marketing, finance, logistics and human resources.
• Dean's list every quarter, graduated with distinction and Beta Gamma Sigma Award.
• Exchange program at Hong Kong University
• Co-chair of multiple clubs and Third Year Student President Association.
• Led four company-wide process improvement projects.
• Managed the implementation of Latin American strategic projects.
• Selected leader of cultural transformation.
• Managed multidisciplinary projects, focused on virtual reality and artificial intelligence.
• Created and led a the new projects development group.
• Represented the company in several public events in Brazil.
• Founded and managed a student led consulting enterprise, Mauá Júnior (1998-2002).
• Created a professional development program benefiting hundreds of students.
• Represented IMT in public events and interviews.
Is it possible to fix the expected return of an investment portfolio and, at the same time, reduce risk? The answer is yes! You can do that just by mixing other risky assets to the portfolio.
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What’s your portfolio return? Is it enough for the level of risk you are taking? How diversified is your portfolio? Most investors have a hard time answering these questions!
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There is an aspect of portfolio performance that we need to address. It is the elephant in the room, that we’ve been avoiding!
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Understanding the concepts and knowing formulas is one thing, having to do all the work is another. Wouldn’t it be nice to get some help along the way?
Read moreUnderstanding the concepts and knowing formulas is one thing, having to do all the work is another. Wouldn’t it be nice to get some help along the way?
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Let's explore finance research over the past few decades and get a better understanding of risk, return, and asset allocation decisions.
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We'll discuss how we can compare assets based on mean return and volatility, and more importantly, what happens when we start adding assets into a portfolio.
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How can we diversify a portfolio? Is there a limit to diversification? To answer these questions, let's take a detailed look into the risk metric.
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We've discussed the significance of the Tangency portfolio and why it's the preferred choice for rational investors, but what is the Tangency portfolio in practice?
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In this article, we'll delve deeper into asset pricing models, such as the Capital Asset Pricing Model (CAPM) and other multi-risk factor models.
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Let's tackle the hard to settle discussion of whether the market is efficient. A debate that has split finance scholars into rational and behavioral schools of thought.
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In this concluding article, we'll go over the key takeaways from the theories we've discussed and demonstrate how these insights can empower us to become better investors.
Read moreJAB.life is a personal website. More info on LinkedIn, GitHub and Medium.