The following material is posted so Platinum members can prepare for the coming week of investing. I’ll begin with the Efficient Frontier. Efficient Frontier: I set this portfolio up in such a way that the allocations came close to matching the optimizer recommendations. That is why the diamond dot approximates the red dot location. Rankings: […]
Using The Curie To Answer Some Important Questions
A comment or question was posed that involved using information from the Buy-Hold-Sell Recommendation worksheet. Since the Curie is up for review this week it makes sense to use it to illustrate how one might reason through the information found in this particular worksheet. Buy-Hold-Sell Recommendations for Curie: The first thing I look at in […]
Managing the Basic Portfolio
The primary blog crashed this morning and my be out of commission for a time until I am able to free up some disk space. Platinum members not tracking a particular portfolio will be interested in the Basic portfolio as it includes all the ETFs needed to build a global portfolio. Further, all the ETFs […]
Customized Benchmark: What Is Required To Calculate The ITA Index
Long-time readers know the importance of benchmarking a portfolio, but some investors may not know what is required to calculate the ITA Index. Understanding how to use the TLH Spreadsheet is at the core of calculating the ITA Index. Assume you are constructing a portfolio using sixteen different classes. Here is a list similar to […]
Harold Evensky’s Definition of Active vs. Passive Portfolio Management
Debating which investing style, passive or active, is the superior method is unlikely to end soon. The research is too conflicting and exceptions still exist. The difference of opinion has a long and acrimonious history – and it continues to this day. Before we enter the debate and provide some opinions, it is important to […]
“Momentum” Plus SHY Discussion of Feynman Portfolio
In anticipation Platinum members will have questions related to managing a portfolio using one of the risk reduction models, I’ve chosen the “Momentum” plus SHY example for this blog post. Instead of using iShare ETFs, I moved over to Vanguard ETFs, but the principles are the same. I did add RWX and SDS to the […]
Index vs. Passive Investing
Harold R. Evensky, in his Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing. The distinctions can be found at this location. Few readers are unaware of the differences between active and passive management, but the subtle definitions between index and passive management […]
Serious Investors Benchmark Their Portfolio
Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing. Avoiding portfolio bench-marking is an act of self-deception. Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In the investing world, the S&P 500 […]
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