Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Beating the Dow With Bonds
Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds. O'Higgins made a name for himself with his Dogs of the Dow book. Both systems are filled with errors. The following review came to mind as I read Jim Sloan's … [Read more]
Stocks: A Basic Screen and Resulting List of Securities
With less than overwhelming requests for information on individual stocks, here is a basic sample of what can be accomplished by using a particular screen. The following is known as the Josef Lakonishok screen and as the description implies, this is … [Read more]
Music Recommendations For Easter
Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season. While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [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]
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