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Protected: Modified Kipling Workbook with Risk Ratios
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Grading Exams
How does one balance grading exams when teaching in an educational environment that prides itself on downplaying letter grades, while holding students to high standards of excellence? The system below explains the model I used in my last years of teaching. Were I in the classroom today, I would modify Plan A and implement Plan […]
Retirement Requirements: May 2021
What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that […]
Life Insurance: My Story
Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You’ve Heard About Investing Is Wrong — And What To Do Instead. Here are the five recommendations in this book. Invest in TIPs (TIP) Invest in a […]
Investing Rules Regardless of Investing Model
There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get started. Keep costs to a minimum. Morningstar […]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the portfolio so as to generate acceptable returns. I have addressed risk at the […]
Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?
In parts 2 and 3 of this series I described how we might manage our core portfolio by either rebalancing to a fixed asset allocation or by adjusting allocations based on changing volatilities. The two options are not complimentary, so we need to choose one or the other. Which method we use should probably depend […]
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