With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected. William Bernstein answers the question this way. “You might as well ask the meaning […]
ETF Rankings: VEU and IDV Lose Ground
Two international ETFs lost ground over the last few trading days. Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings: Based on the following data we will continue to lower allocations to asset classes such as Commodities (DBC), Gold (GLD), International REITs […]
Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative
This blog will make a lot more sense if you are able to capture and read Edward Qian’s article, Risk Parity Allocation. This blog post is a brief description of how risk is calculated. This not for the mathematically squeamish, but the concept is not difficult if one can get past one step in the logic. […]
Rossini Overtures: CD Recommendation for 12 January 2014
If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement. There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: Overtures conducted by Claudio Abbado Rossini: 14 Overtures conducted by Riccardo Chailly All are fine recordings with […]
Tactical Asset Allocation: Does It Make Sense?
Here is the link to a particularly useful article for ITA readers. As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above average returns over the next 10 to 20 years. Be sure to […]
Strategic Asset Allocation: A Starting Point For Portfolio Construction
Much is made of the importance of asset allocation here at ITA Wealth Management. Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for “Dashboard.” Not all portfolios tracked on this blog use the seventeen asset allocation classes, but we want to […]
Excellent Music from All Classical in Portland, Oregon
If you wish to listen to excellent music for a few more days, bring up this URL on your computer or SONOS system. http://www.allclassical.org and click on Listen.
Vermont Symphony Orchestra: Counterpoint Christmas Music
One of my favorite Christmas CDs is Counterpoint: Christmas in Vermont. I was surprised to find only one review on Amazon, but this reviewer matches my opinion of the recording. “Counterpoint is a twelve-member choral group based in Vermont, directed by Robert De Cormier, who had a long and successful career with recording artists and […]
Why Use Index Funds?
The Power of Index Investing Why are 80% to 85% of all investors wrong? Could it be the power of advertising and greed? What do I mean when I say a high percentage of investors have it all wrong? Simple! The majority of investors build their portfolios by selecting individual stocks. While we do not […]
Why I Use ETFs Instead of Individual Stocks
Approximately 80% of all investors use individual stocks to populate their portfolios. So why buck the majority trend and use index ETFs? That is a reasonable question that merits an answer. In fact, several answers. Confession: I do select a few individual stocks for certain portfolios, but it is rather rare. Investors inclined toward picking […]
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