Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented by their volatility. I thought I would try to provide another perspective on […]
Retirement Requirements: May 2021
What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that […]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I’ve written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate less than stellar returns. Remember the slogan, “Sell in May and go away?” The “go […]
Grading Exams
How does one balance grading exams when teaching in an educational environment that prides itself on downplaying letter grades, while holding students to high standards of excellence? The system below explains the model I used in my last years of teaching. Were I in the classroom today, I would modify Plan A and implement Plan […]
The Elements of Investing: Part II
Chapter two of The Elements of Investing covers index investing. When it comes to investing, nobody knows more than the market. William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic of Active Management. I find it humorous that Sharpe did not use the word mathematics in […]
The Elements of Investing: Part I
Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing. This compact book hits on all cylinders of investing and the first one is the most important – SAVE. This simply means, follow The Golden Rule of Investing. A Charles Dicken’s character, Wilkins Micawber, came […]
The Golden Rule of Investing
The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “The Investor’s Manifesto“ where he writes, “Each dollar you do not save at 25 will mean two inflation-adjusted dollars that […]
New Content Notification
Several readers contacted me about new blog post notifications. New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers. If you see this post automatically in your e-mail, drop a note in the Comments section […]
Portfolio Benchmarking: Looking Beyond Portfolio Returns
In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking. Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article. Check it out. In most of the portfolio reviews you will see data and graphs […]
Where Did All The Posts Go?
If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct. I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful. I was doing this in preparation of setting up a new […]
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