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You are here: Home / 2014 / Archives for January 2014

Archives for January 2014

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording standards to be quite high.  Following is one of several favorable reviews on Amazon. “The performance is one in […]

Filed Under: Music Tagged With: CD Recommendations

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question this way.  “You might as well ask the meaning […]

Filed Under: Portfolio Construction Tagged With: Asset Allocation, Portfolio Construction

ETF Rankings: VEU and IDV Lose Ground

January 22, 2014 By Lowell Herr

Two international ETFs lost ground over the last few trading days.  Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings:  Based on the following data we will continue to lower allocations to asset classes such as Commodities (DBC), Gold (GLD), International REITs […]

Filed Under: Risk Management Tagged With: Risk Management

Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative

January 17, 2014 By Lowell Herr

This blog will make a lot more sense if you are able to capture and read Edward Qian’s article, Risk Parity Allocation.  This blog post is a brief description of how risk is calculated.  This not for the mathematically squeamish, but the concept is not difficult if one can get past one step in the logic.  […]

Filed Under: Risk Management Tagged With: Risk Management

Rossini Overtures: CD Recommendation for 12 January 2014

January 12, 2014 By Lowell Herr

If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement.  There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: Overtures conducted by Claudio Abbado Rossini: 14 Overtures conducted by Riccardo Chailly All are fine recordings with […]

Filed Under: Music Tagged With: Music Recommendations

Tactical Asset Allocation: Does It Make Sense?

January 9, 2014 By Lowell Herr

Here is the link to a particularly useful article for ITA readers.  As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above average returns over the next 10 to 20 years.  Be sure to […]

Filed Under: Critical Material Tagged With: Critical Material

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