The following recommendations are only guidelines as each investor needs to be comfortable with the number of ETFs used to diversify a portfolios. For example, I’m not comfortable concentrating a one million dollar portfolio in one or two ETFs. If the ETF were VT or VTI, then it is not
The Skeptical Investor: Should I Follow An Active or Passive Management Model?
What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management? Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model? It is easy to
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period. We see the rankings change
Portfolio Construction From Over 100 ETFs
Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities. Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several highly screen stocks, we narrow the list to the
Why Focus On Value and Momentum
ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset
Investing 101
Beginning Investors It is not unusual to read or hear someone say – “I don’t understand what you are talking about.” When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic ideas
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