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You are here: Home / Archives for Lowell Herr

“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

Basic Portfolio and Current ETF Rankings

June 21, 2014 By Lowell Herr

The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations.  GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings:  The overall strength of this market is illustrated by the fact that not one of

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is

June 13, 2014 By Lowell Herr

This is a follow-up to the HedgeHunter Risk Parity (RP) post.  This blog post will give readers an overview of how RP is calculated.  This not for the mathematically squeamish, but the concept is not difficult if

Filed Under: Critical Material, Risk Parity Tagged With: Risk Parity

Music of Alison Krauss

May 25, 2014 By Lowell Herr

Instead of recommending a particular CD, this week I focus on the artist, Alison Krauss.  As a late bloomer when it comes to many genres of music, I first heard Ms. Krauss in a few songs from the soundtrack of O Brother, Where Art Thou? 

Filed Under: Music Tagged With: Music Recommendations

What the Experts Say About Index Investing

May 2, 2014 By Lowell Herr

Perusing the Bogleheads web site, I found this long list of quotes from well known investment writers and managers.  Here is what they have to say about index investing.  These bits of wisdom further explain why I favor tilting investments toward non-managed index vehicles.  Further, I

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

The High Cost of Fees

April 21, 2014 By Lowell Herr

High fees are to be avoided, particularly management fees.  Readers of ITA Wealth Management are well aware of my propensity to keep fees to a minimum and that is why I place so much emphasis on using commission free ETFs.  While most of you

Filed Under: Retirement Planning Tagged With: Retirement Planning

Bach’s St. John Passion

April 20, 2014 By Lowell Herr

  While Bach is well known for his St. Matthew Passion music, in some ways I prefer his St. John Passion compositions so here is my recommendation for the week.  I usually include a review from Amazon as most reviewers have a better knowledge of music than I do.

Filed Under: Music Tagged With: Music

Seven Last Words of Christ: Theodore Dubois

April 18, 2014 By Lowell Herr

Of the two recordings I have of “The Seven Last Words of Christ,” one by Dubois and one by Haydn, the composition by Dubois is by far my favorite.  The purity of “Christ We Do All Adore Thee” is well worth the price of this CD.  The accompaniment

Filed Under: Music Tagged With: Classical Music

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