Selling shares within the Schrodinger is so rare it merits taking notice. Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB). This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab. The … [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]
William Bernstein Recommends Saving More and Spending Less
William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades. That does not bode well for the 45 to 55 age generation. Here is a quote from the Bernstein interview. "The way you’re going to get … [Read more]
Expectancy
I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might … [Read more]
- « Previous Page
- 1
- …
- 170
- 171
- 172
- 173
- 174
- …
- 184
- Next Page »