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You are here: Home / Archives for Portfolio Management / Passive vs. Active

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

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

Retirement Planning Mistake #5

October 30, 2013 By Lowell Herr

Investors pick individual stocks to build portfolios rather than use index funds.  Our preference is to use commission free ETFs. Next to not following “The Golden Rule of Investing,” the error of not using index funds is likely the biggest mistake investors make.  Remember – The Market is smarter than you are.  While there are […]

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

Schrodinger Portfolio Review: 30 May 2014

May 30, 2014 By Lowell Herr

Here we are at the end of May and the passively managed Schrodinger is up for review.  We last purchased ETFs in March when shares of DBC, RWX, and VEA were added to the portfolio to bring several asset classes back into balance.  Right now Commodities (DBC or DBA) is the only asset class running […]

Filed Under: Passive vs. Active, Schrodinger Portfolio Tagged With: Schrodinger Portfolio

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

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

July 13, 2015 By Lowell Herr

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 be torn between active management and passive management as […]

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

Copernicus Portfolio Review: A Passive Model

December 31, 2015 By Lowell Herr

Since this review happens on the last trading day of 2015, I will post a limited update as none of the fourth quarter dividends are recorded.  Additional information will be presented later.  As one of the passively managed portfolios [Others are Schrodinger and Pasteur] the Copernicus is following a Strategic Asset Allocation model as laid […]

Filed Under: Passive vs. Active Tagged With: Copernicus Portfolio

Copernicus Portfolio Review: 3 February 2017

February 3, 2017 By Lowell Herr

Strategic Asset Allocation Model Investors looking for a stable and easy to manage portfolio need look no further than the Copernicus or any of the other three passively managed portfolios.  This management style is known as the Strategic Asset Allocation Model (SAAM) and it is this methodology that is recommended by William J. Bernstein, Richard […]

Filed Under: Passive vs. Active Tagged With: Copernicus Portfolio

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