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 […]
Bohr Portfolio Review: 5 October 2021
“Don’t look for the needle in the haystack. Just buy the haystack!” — John Bogle Last November I made a major change in the management style for the Bohr portfolio. Actually, two moves took place. 1) The assets were moved to Vanguard and 2) instead of using an active management style, I am now using […]
Bohr Portfolio Review: 22 October 2021
Bohr was scheduled for a review next week, but since I plan to take a few days off from this blog, here is a quick analysis of a combination income and asset allocation portfolio. The goal with the Bohr is to purchase shares and not sell anything. Or if sold, it should be a rare […]
Schrodinger Portfolio Review: 29 October 2021
Data for this review is a week old so I will return to the Schrodinger for an update before December rolls around. I scheduled this post early as I’m stepping away for a few days of travel. Below is the current asset allocation for the Schrodinger, the Robo Advisor portfolio that is managed by computer. […]
Schrodinger Portfolio Review: 1 December 2021
When it comes to ease of review, none take less effort than the Schrodinger portfolio. All I do with this portfolio is see if any ETFs were purchased or sold. If there were transactions I record them in the Investment Account Manager (IAM) software and the Kipling spreadsheet. I highly recommend both software programs for […]
Darwin Portfolio Review: 20 May 2022
The Darwin Portfolio is a “Core” portfolio that uses risk parity allocation to weight holdings in the portfolio. An aggressive 10% volatility is used to calculate the weightings and 25% leverage is allowed. A volatility fund is used to add a little more diversification to the portfolio – although this is not included in the […]