Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab. The … [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]
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 … [Read more]
The Elements of Investing: Part III
Chapter three of the Malkiel and Ellis book, The Elements of Investing, contains four parts, all related to diversification. I've written about diversification of the family portfolio over on Seeking Alpha. If interested in this argument, here is … [Read more]
Protected: Modified Kipling Workbook with Risk Ratios
This content is password-protected. To view it, please enter the password below. Password: … [Read more]
The Elements of Investing: Part II
Chapter two of The Elements of Investing covers index investing. When it comes to investing, nobody knows more than the market. William F. Sharpe put is simply in an article many years ago when he wrote - The Arithmetic of Active Management. I … [Read more]
The Elements of Investing: Part I
Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing. This compact book hits on all cylinders of investing and the first one is the most important - SAVE. This simply means, follow … [Read more]
The Golden Rule of Investing
The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “The Investor’s Manifesto“ where he writes, “Each dollar you do not … [Read more]
New Content Notification
Several readers contacted me about new blog post notifications. New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers. If you see this post … [Read more]
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