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You are here: Home / Archives for Lowell Herr

Portfolio Construction From Over 100 ETFs

July 19, 2016 By Lowell Herr

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

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Splitting Portfolio Into Multiple Parts

May 23, 2016 By Lowell Herr

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

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

Test Notification of New Blog Posts

April 13, 2016 By Lowell Herr

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

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

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

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

Filed Under: Books Tagged With: Books

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are several familiar choruses. Most compositions of

Filed Under: Music Tagged With: Music

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high valuation of the current market.  These

Filed Under: Critical Material Tagged With: Critical Material

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider when managing a

Filed Under: Books, Critical Material Tagged With: Critical Material

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. 

Filed Under: Beginning Investors Tagged With: Beginning Investors

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