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September Music Recommendation

September 4, 2016 By Lowell Herr

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 […]

Filed Under: Music Tagged With: Music

Stock Update: One Well Known Stock Makes The Cut

August 11, 2016 By Lowell Herr

The value-momentum screen is quite restrictive and that is why so few stocks ever make the final cut.  With several momentum and value screens plus an F-Score of 7 required, only three companies make the list this week.

Filed Under: Miscellaneous Tagged With: Stocks

Five Habits of People In Debt

August 8, 2016 By Lowell Herr

5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help to correct it, you will find there are many solutions to help you repair your […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

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 following 15 securities. Tranche Momentum […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Feynman Documents

July 1, 2016 By Lowell Herr

Most, if not all the links found within the Feynman Study posts are broken.  Instead of attaching each Word file that goes with each blog post, here are all the associated documents in one zip file.  See the link below.

Filed Under: Feynman Study Tagged With: Feynman Study

Top Ranking ETFs and Stocks

May 24, 2016 By Lowell Herr

Based on 5/23/2016 data, the following ETFs and stocks flow to the top of the two ranking models shown below.  The stock screen was tightened this week as I was able to increase the F-Score from 7 to 8, thereby reducing the number of stocks from eight (8) down to three (3).  Those three are: […]

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 when we use 12 Portfolio Offsets.  […]

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 up a new registration.  Here […]

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

Stock Recommendations: 12 April 2016

April 12, 2016 By Lowell Herr

Below are the stock screen settings and the results from the screens.  Here is a link to show what all is involved in the F Score screen.

Filed Under: Miscellaneous Tagged With: Stocks

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 The Traditional Asset Allocation Dead?” Here is […]

Filed Under: Books Tagged With: Books

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