Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum. Check the Forum on a regular bases for up-to-date information. No … [Read More...]
Asset Allocation – Risk Parity Revisited: Part 1
Having selected a number of assets to include in a portfolio, a key decision any investor has to make is "What percentage of my available funds should I allocate to each asset held in my portfolio?" In the Feynman Study I covered a number of … [Read more]
Music of Alison Krauss
Instead of recommending a particular CD, this week I focus on the artist, Alison Krauss. As a late bloomer when it comes to many genres of music, I first heard Ms. Krauss in a few songs from the soundtrack of O Brother, Where Art Thou? That is one … [Read more]
What the Experts Say About Index Investing
Perusing the Bogleheads web site, I found this long list of quotes from well known investment writers and managers. Here is what they have to say about index investing. These bits of wisdom further explain why I favor tilting investments toward … [Read more]
The High Cost of Fees
High fees are to be avoided, particularly management fees. Readers of ITA Wealth Management are well aware of my propensity to keep fees to a minimum and that is why I place so much emphasis on using commission free ETFs. While most of you are … [Read more]
Bach’s St. John Passion
While Bach is well known for his St. Matthew Passion music, in some ways I prefer his St. John Passion compositions so here is my recommendation for the week. I usually include a review from Amazon as most reviewers have a better … [Read more]
Seven Last Words of Christ: Theodore Dubois
Of the two recordings I have of "The Seven Last Words of Christ," one by Dubois and one by Haydn, the composition by Dubois is by far my favorite. The purity of "Christ We Do All Adore Thee" is well worth the price of this CD. The accompaniment is … [Read more]
Charles Ellis: Loser’s Game of Stock Picking
Let’s revisit Charles D. Ellis’ 1995 paper, “The Loser’s Game,” where he describes his Break-Even Return (BER) equation. Here is a review of this equation. BER = [(Turnover percentage x Transaction Cost) + Management Fee + Target Return]/Market … [Read more]
ITARR: How To Reduce Losses
Zion National Park On page 167 of Mebane T. Faber and Eric W. Richardson’s book, “The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets” we read, “Our research has shown that returns are lower and volatility is higher when … [Read more]
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