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You are here: Home / Archives for Lowell Herr

Ceremonial Music for Trumpet and Symphonic Organ

August 10, 2014 By Lowell Herr

  Ceremonial Music for Trumpet and Symphonic Organ is the recommended CD this week.  Rolf Smedvig is the featured trumpeter and Michael Murray is on the organ.  Of the positive reviews on Amazon, this one provides an overview of what to expect from this music.  As a former trumpet

Filed Under: Music Tagged With: Classical Music, Music

Why I Use Index ETFs

August 7, 2014 By Lowell Herr

Why I use Index Exchange Traded Funds (ETFs).  Let me count the ways. Simplicity:  It saves the work of stock analysis. Increases probability of success:  A literature search of index investing vs.

Filed Under: Beginning Investors, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Critical Material, Passive vs. Active

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

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

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

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