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You are here: Home / Archives for Portfolio Management

Preparing For Next Week

August 10, 2013 By Lowell Herr

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:  […]

Filed Under: Portfolio Management Tagged With: Risk Reduction

Using The Curie To Answer Some Important Questions

August 11, 2013 By Lowell Herr

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 […]

Filed Under: Portfolio Management Tagged With: Portfolio Management

Managing the Basic Portfolio

August 16, 2013 By Lowell Herr

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 […]

Filed Under: Portfolio Management Tagged With: Portfolio Management

Harold Evensky’s Definition of Active vs. Passive Portfolio Management

September 3, 2013 By Lowell Herr

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 […]

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

“Momentum” Plus SHY Discussion of Feynman Portfolio

September 4, 2013 By Lowell Herr

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 […]

Filed Under: Momentum, Portfolio Management Tagged With: Portfolio Management

Index vs. Passive Investing

September 14, 2013 By Lowell Herr

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 […]

Filed Under: Passive vs. Active Tagged With: Passive vs. Active Investing

Serious Investors Benchmark Their Portfolio

September 20, 2013 By Lowell Herr

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 […]

Filed Under: Benchmarks Tagged With: Benchmarking

Buffett vs. Steadman

September 24, 2013 By Lowell Herr

For every Warren Buffet there are a hundred Charlie Steadman’s in the investing world.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a reason for this short memory? “Until he died at age 83 in 1997, Charlie Steadman burned through investors’ assets at a rate unseen in the fund […]

Filed Under: Passive vs. Active Tagged With: Beginning Investors

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Random Posts

  • Testing Sample 25 ETF Portfolio
  • Bullish Percent Indicators: 9 August 2013
  • Preparing For Next Week
  • Using The Curie To Answer Some Important Questions
  • Managing the Basic Portfolio
  • Occam’s Razor and Investing
  • Labor Day Weekend Music
  • Harold Evensky’s Definition of Active vs. Passive Portfolio Management
  • The Feynman Study
  • “Momentum” Plus SHY Discussion of Feynman Portfolio

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