Passive and Active Investing Models - ITA Wealth Management Forum

Interview With Charles Ellis

Lowell Herr — Sat, 10 Jul 2021 16:20:08 +0000

Here is the link to an interesting interview with Charles Ellis, author of "Winning the Loser's Game."

I have the 1998 edition of Ellis' book and there were a few errors in that volume. I just ordered his 8th edition in the hopes the errors were corrected. In addition, I am hoping to find in the new edition a discussion as to the true cost of advisor management fees. Ellis has a unique way of calculating fees which I've heard him discuss in public. My hope is that he has included this logic in the latest edition.

Lowell

Dual Momentum Recommendation

Lowell Herr — Thu, 31 Jan 2019 02:17:10 +0000

Using closing prices for 1/30/2019, Dual Momentum investors are still invested in bonds or treasuries. Today's up market did not change the direction of the recommendation.

Lowell

Passive vs. Active Discussion

Lowell Herr — Wed, 31 Oct 2018 17:11:41 +0000

This article also fits into the Articles of Interest forum. I'm placing it here as it is directly related to the passive vs. active argument.

https://www.advisorperspectives.com/articles/2018/10/15/active-or-passive-what-investors-and-advisors-need-to-consider?EXCMPGN=EX:PC:FAS:Sustaining

Lowell