Keep It Simple Portfolio

My recent article on Seeking Alpha and HedgeHunter's Aristotle Back-Test blog post is cause for portfolio reassessment.  Questions from the Swensen 7 plus SHY article make me realize there is a desire on the part of many investors to keep investing … [Read more]

Aristotle Back-Test

This Post provides a backtest analysis of Lowell's Aristotle Portfolio over the past seven years. The portfolio is adjusted monthly. No Cluster analysis is involved. The strategy uses a simple seven asset Strategic Asset Allocation (SAA) Plan and … [Read more]

Portfolio Performance for 8/15/2014

Any time the market moves up I expect to see most of the portfolios give some ground to the VTSMX index benchmark as diversified portfolios have a difficult time keeping up with a 100% equities standard.  When the market declines the expectation is … [Read more]

Schubert: Quintet in C

Schubert's Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine … [Read more]