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...]
Biggs and Boston Brass: CD Recommendation for Week of 7 June 2015
The Antiphonal Music of Gabrieli is my classical music recommendation this week. Grab this CD if you can find any available, particularly if you like early music. Giovanni Gabrieli (1557 - 1612) spans the period from early music into the Baroque … [Read more]
The Power and The Majesty: CD Recommendation for Week
Back to another Robert Shaw recommendation - The Power and The Majesty. A few selections include the following: Haydn's The Heavens are Telling from the Creation Sanctus from Faure's Requiem Lacrimosa from the Mozart Requiem O Fortuna from … [Read more]
Katherine Jenkins: “Rejoice” – CD Recommendation for Week
Katherine Jenkins is to perform this evening at the Memorial Day Concert in Washington, D.C. Hence this recommendation. At least twice in the past I've suggested her CD's to ITA readers. Here are links to those recommendations. Living a … [Read more]
Andrea Bocelli: Romanza – CD Recommendation for Week
As I recall, Romanza featuring Andrea Bocelli was a gift. I'm a bit surprised I did not recommend this CD before as it has long been a favorite. One of my favorite selections is Rapsodia, but there are other five star songs found … [Read more]
Northern Lights: Sissel
Northern Lights, featuring Sissel, is my CD recommendation for the week. One of my favorite cuts has Sissel singing "Quando Sento Che Mi Ami" with Jose Carreras. This not the only song I rate as five star on this beautiful recording. Sissel is one … [Read more]
Preparing for Week of May 4, 2015
This is a quick post to prepare Platinum members for the coming week. Take a look at the ETFs that are under-performing SHY. Those are the ETFs to move out of the portfolio. Pay particular attention to ETFs with negative absolute acceleration. … [Read more]
Asset Allocation Is Not Responsible For 90% of Portfolio Returns
One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation. This paper by Mitch Tuchman gets it wrong. Check the first paragraph under Reducing … [Read more]
Katherine Jenkins: “La Diva” is CD Recommendation for Week
Katherine Jenkins, "La Diva" is my CD recommendation for the week. If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station. Pandora does not allow one to listen to specific songs, but you will find music that is … [Read more]
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