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What Is On The Other Side Of The 3 x 5 Card?

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What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall investment guidance.  But where does one go […]

Sector Investing: A Simple Approach

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Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following.  “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.”  This blog is a multi-level explanation of […]

Time To Bang The Retirement Drum – Again

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“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…”  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]

Why Focus On Value and Momentum

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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 classes in the upper left-hand corner […]

Dividend Oriented Investors Portfolio

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Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest.  The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as inflation protection.  Within this group of securities we have characteristics found in the “Swensen Six” and “IVY 10.” Tranche […]

Retirement Plan: Am I On Track?

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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 blog.  To gauge whether or not your retirement savings program is on track, […]

September Music Recommendation

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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 CD are: Agnus Dei by Samuel […]

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