Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Govi: CD Recommendation for Last Week in October
As we complete the last week in October, Govi's "Andalusian Nights" is an outstanding CD to welcome the month of November. This CD is filled with wonderful guitar music. Amazon Recommendation: "I first heard this album at a HIGH END audio store … [Read more]
Ancient Echoes: Russian Choral Music
Several years ago a close relative gave me Ancient Echoes as a gift and I've treasured this rich music ever since. I likely would have missed this CD had it not been a gift. It is one I highly recommend you add to your collection, particularly if … [Read more]
Three Tenors in Concert
Three Tenors in Concert features Jose Carreras, Placido Domingo, and Luciano Pavarotti, great tenors of our generation. This CD is worth two Amazon reviews. "For most opera "snobs" the three tenors have committed the ultimate sin: singing … [Read more]
All You Need To Know About Investing On a 3 x 5 Card
With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack's suggestions. For example, if your company offers stock at a discount, take … [Read more]
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index … [Read more]
How “Robust” is the ITA Wealth Momentum Strategy? – Part 5
Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure … [Read more]
ITA Wealth Management Review: Catching Up
With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about. Long-time readers, and those who have taken the time to read a significant portion of the … [Read more]
The Skeptical Investor: Should I Follow An Active or Passive Management Model?
What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management? Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model? … [Read more]
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