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...]
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]
Music Recommendations for Week of January 10th: Chopin Preludes
Chopin Preludes is the recommendation for this week. I have two suggestions. Grigory Sokolov performing 24 Chopin Preludes Martha Argerich Plays Chopin Here is one five star Amazon review of the second recommendation. "Five BRILLIANT … [Read more]
How Much Are You Leaving With Your Financial Advisor?
Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next ten to fifteen years. After … [Read more]
Christmas Music Recommendations for 2015
What I consider to be good Christmas music is somewhat limited. Christmas "musac" played in many department stores this time of year are definitely second tier selections in my book. I was looking over some of my past recommendations and I see … [Read more]
Risk Management
Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as … [Read more]
Another Reason To Prefer ETFs Over Mutual Funds
ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds. In an article in the Sunday Oregonian it was reported that some funds are declaring a … [Read more]
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