Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
Constructing a “Core” Investment Portfolio : Part 1 – Buy And Hold
In this series of posts I will attempt to explain how a new investor might go about constructing a “core” portfolio that requires minimum maintenance. I will try to explain why we might want to use certain asset types from which to construct this … [Read more]
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 … [Read more]
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 … [Read more]
Dual Momentum Investing by Gary Antonacci
Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum. Relative strength momentum compares the trend of one security with respect to another security. Platinum members are familiar with this concept as we are always … [Read more]
How Risky is Your Portfolio? – Another Perspective
Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented … [Read more]
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 … [Read more]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I've written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate less than … [Read more]
Risk Management: May 2021
With the U.S. Equities market either making or bumping up against new highs, it behooves investors to consider risk management. Here are a few suggestions as to how I am working to protect capital. To illustrate these suggestions, I begin with a … [Read more]
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