ITA Readers:

A lot of material will be coming at you over the next few days as end-of-month reviews are due.  Pick and choose which blog posts you wish to read carefully.

With all the activity, I'll delay posting IRR and Jensen's Alpha data for the Franklin, McClintock, and Pauling portfolios.  As you recall, these three portfolios are part of an experiment where I am using three different look-back combinations.

I just received notification this morning that TD Ameritrade and Schwab are now one company.  It will be interesting if they merge the two websites.  There are some things I like about Schwab and in other areas TDA is easier to use.

As the October end-of-month portfolio reviews are posted, please comment if you have questions or ideas.

Lowell

31 October 2020