Perusing the Bogleheads web site, I found this long list of quotes from well known investment writers and managers. Here is what they have to say about index investing. These bits of wisdom further explain why I favor tilting investments toward non-managed index vehicles. Further, I
Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
This is a follow-up to the HedgeHunter Risk Parity (RP) post. This blog post will give readers an overview of how RP is calculated. This not for the mathematically squeamish, but the concept is not difficult if
Regression Analysis and The Schwert Effect
Regression Analysis is the investment communities effort to apply the scientific method to portfolio analysis. Let’s take a little time to explain what is meant by Regression Analysis. As you might remember from your math and science classes, data is plotted on an Y – X
Why I Use Index ETFs
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.
Gordon Equation Revisited: A Time To Be Cautious
Back on December 16, 2009 I wrote a blog and then revised it in 2010. (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history. This is the latest update of the Gordon Equation. I first learned of this equation while
Back Testing Issues: Remain Skeptical of Results
Ernest Stokley was kind enough to spend time learning a new software language in order to run back-tests on ETFs used to populate ITA portfolios. There is an abundance of noise or uncertainty when analyzing data for back-testing. Here are a few examples. Actual Buy and Sell prices will not
Retirement Planning Mistake #11
Although alluded to in this “mistake series,” an emphasis, or special attention needs to be given to portfolio volatility or risk management. Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting
Expectancy
I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might be more useful for
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