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You are here: Home / Archives for Lowell Herr

Goofus vs. Gallant

September 13, 2013 By Lowell Herr

As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be like Gallant, although we frequently found ourselves behaving like Goofus. Here is another Goofus/Gallant tale, this time with

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

The Feynman Study: Part 3

September 7, 2013 By Lowell Herr

In Part 3 of the Feynman Portfolio Study we look at the impact of rebalancing on portfolio performance. Part 2 examined the “Passive” – Buy and Hold – Investment strategy.  Part 3 moves on to examine the “Dynamic” – Buy….Don’t Hold, re-balance – strategy. The Hoadley Portfolio Analyzer is used

Filed Under: Feynman Study Tagged With: Feynman Study

The Feynman Study: Part 1

September 5, 2013 By Lowell Herr

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from 06/29/2007 to 06/30/2013.  The VTSMX will be

Filed Under: Feynman Study Tagged With: Feynman Study

The Feynman Study

September 3, 2013 By Lowell Herr

Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that Lowell uses on the site and how these

Filed Under: Feynman Study Tagged With: Feynman Study

Occam’s Razor and Investing

August 26, 2013 By Lowell Herr

This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the nebula from the inside, as the

Filed Under: Beginning Investors Tagged With: Beginning Investors

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