As an interlude to investing, take a little time to listen to this rendition of Johnny Cash’s “Ring of Fire.” Hope you have a good sound system and the subwoofer is attached. http://rare.us/story/a-cappella-group-re-imagines-johnny-cashs-ring-of-fire-and-its-mind-blowing/ The song was written by June Carter Cash. Lowell
Fama-French 5-Factor Asset Pricing Model
Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy. Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated? The SAA model came on hard times during the Great Recession when seemingly low correlated investments all […]
Schubert: Quintet in C
Schubert’s Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet. Here is a positive review I found on Amazon. Here is another fine recording of this same piece by Schubert. “Many consider Schubert’s […]
Eight ETF Portfolio: Early Results
Yesterday I presented the eight (8) ETF portfolio in the Aristotle review. Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data. The portfolio is up over 133% while the VTI index is up over 88%. This model looks promising.
Ceremonial Music for Trumpet and Symphonic Organ
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 player, I thoroughly enjoy this sound. […]
Why I Use Index ETFs
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. active stock picking will have the honest researcher coming down on the side of index instruments. The literature is replete with this information […]
Where To Begin If You Have Never Managed a Portfolio*
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 discount broker. For example, go […]
Feynman Portfolio Study: Part 10-3
Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate allocation weights that more accurately reflect the relative momentum of the individual assets rather than the simple Rank […]
Regression Analysis and The Schwert Effect
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 axis. For example, in physics it is common […]
Gounod’s Messe solennelle de Sainte Cecile
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 a vinyl recording that included the musical […]
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