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Ring of Fire Rendition: A Music Interlude

November 12, 2014 By Lowell Herr

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

Filed Under: Music Tagged With: Music

Schubert: Quintet in C

August 17, 2014 By Lowell Herr

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 […]

Filed Under: Music, Photography Tagged With: Classical Music, Music

Ceremonial Music for Trumpet and Symphonic Organ

August 10, 2014 By Lowell Herr

  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.  […]

Filed Under: Music Tagged With: Classical Music, Music

Why I Use Index ETFs

August 7, 2014 By Lowell Herr

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 […]

Filed Under: Beginning Investors, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Critical Material, Passive vs. Active

Where To Begin If You Have Never Managed a Portfolio*

July 30, 2014 By Lowell Herr

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 […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Feynman Portfolio Study: Part 10-3

July 26, 2014 By hedgehunter

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 […]

Filed Under: Feynman Study Tagged With: Feynman Study

Regression Analysis and The Schwert Effect

July 21, 2014 By Lowell Herr

  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 […]

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

Gounod’s Messe solennelle de Sainte Cecile

July 13, 2014 By Lowell Herr

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 […]

Filed Under: Music Tagged With: Classical Music

“Markowitz” Projections During Great Recession

July 10, 2014 By Lowell Herr

Readers who have been following the discussion on future return projections will find the following information of interest.  Using the Hoadley “Efficient Frontier” software, I set out to see what the optimal projections would be for three different time periods.  In each case I selected two years of historical data as that is the default […]

Filed Under: Risk Management Tagged With: Risk Management

Basic Portfolio and Current ETF Rankings

June 21, 2014 By Lowell Herr

The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations.  GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings:  The overall strength of this market is illustrated by the fact that not one of these ETFs is priced below its […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

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