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

Archives for July 2014

Where To Begin If You Have Never Managed a Portfolio*

July 30, 2014 By Lowell Herr

If someone asked you what to do with an inheritance or 401(k) sum of money, what advice would you give them?  Here are some basic ideas for a novice investor. Assume the money is in your checking account and available to be invested. Open up a broker account with a

Filed Under: Beginning Investors Tagged With: Beginning Investors

Feynman Portfolio Study: Part 10-3

July 26, 2014 By hedgehunter

Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate allocation weights that more accurately reflect the relative momentum of the individual

Filed Under: Feynman Study Tagged With: Feynman Study

Regression Analysis and The Schwert Effect

July 21, 2014 By Lowell Herr

  Regression Analysis is the investment communities effort to apply the scientific method to portfolio analysis.  Let’s take a little time to explain what is meant by Regression Analysis.  As you might remember from your math and science classes, data is plotted on an Y – X

Filed Under: Beginning Investors, Critical Material Tagged With: Critical Material

Gounod’s Messe solennelle de Sainte Cecile

July 13, 2014 By Lowell Herr

Gounod’s “Messe solennelle en l’honneur de Sainte Cecile” contains some of the most beautiful music one might ever want to hear.  My favorite selections from this masterpiece are Sanctus and Benedictus, cuts five and six.  I first heard Sanctus in the early 1950s when my parents brought home

Filed Under: Music Tagged With: Classical Music

“Markowitz” Projections During Great Recession

July 10, 2014 By Lowell Herr

Readers who have been following the discussion on future return projections will find the following information of interest.  Using the Hoadley “Efficient Frontier” software, I set out to see what the optimal projections would be for three different time periods.  In each case I selected two years of historical data

Filed Under: Risk Management Tagged With: Risk Management

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