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...]
Over-Valued Market: Four Critical Indicators
ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued. As investors, we need to pay attention to these long-term indicators. The links below provide quick access to the numerical values backing the high … [Read more]
The Nasty Mathematics of Volatility
Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started. Below is an example of why this is an important concept to consider … [Read more]
Forum: How To Use It Efficiently
I'll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. Here are my suggestions of how … [Read more]
Debunking Dividend Fallacies
While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject. Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha … [Read more]
Music Recommendations: Two More CDs
Sing O Ye Heavens is Moravian music. It is rare to find a CD where I rate 5 stars to nine (9) songs. The artists are the Bach Festival Society of Winter Park. Not only is the singing beautiful, but the under-girding orchestra will give your … [Read more]
Mendelssohn’s Elijah and Eternity And A Day
Mendelssohn's Elijah is my primary classical music recommendation for this week. Normally, I'm not a stickler for a particular rendition, but in this case I highly recommend you go with Robert Shaw. In my mind, it is an outstanding recording of … [Read more]
Top Female Singers
In no particular order, here are a few of my top female singers. These women were selected for both the quality of their voice and the type of music they sing. As you can see, the range is from opera to country to popular to broadway. Katherine … [Read more]
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the "Swensen Six." Both HedgeHunter and I've written about David Swensen's simple portfolio before. More references can be found by searching for Swensen on this … [Read more]
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