ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset
Retirement Plan: Am I On Track?
Retirement planning is a primary motivator for saving and setting up an investment portfolio. Are there any saving guidelines for the individual investor? Below are a few and I suggest you check out William Bernstein’s words of wisdom. Search “Bernstein” on this
September Music Recommendation
September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one. After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare in Concert. My top four selections from the
Five Habits of People In Debt
5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help to correct it, you will find there are many solutions
Portfolio Construction From Over 100 ETFs
Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities. Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several highly screen stocks, we narrow the list to the
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period. We see the rankings change
Test Notification of New Blog Posts
Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts. As the Sysop I log on to the site every day, but this is not convenient for all readers. Apparently a new plugin upgrade reset the notification option so I set
Beating the Dow With Bonds
Several years ago I wrote a review of Michael O’Higgins book, Beating the Dow With Bonds. O’Higgins made a name for himself with his Dogs of the Dow book. Both systems are filled with errors. The following review came to mind as I read Jim Sloan’s article, “Is
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