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...]
Gordon Equation Revisited: A Time To Be Cautious
Back on December 16, 2009 I wrote a blog and then revised it in 2010. (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history. This is the latest update of the Gordon Equation. I first learned … [Read more]
Christmas Music Recommendation
As we approach the Christmas and New Year holiday season, here is another music selection to add to your growing collection. My CD recommendation this week is A Festival of Carols in Brass featuring the Philadelphia Brass Ensemble. Since I have … [Read more]
Boston Baroque: Lost Music of Early America – Music of the Moravians
Boston Baroque is my CD recommendation for the week. It has been a few weeks since I last advocated any music so it about time to put forth another selection. Unfortunately, Amazon does not have this CD set up to listen to short selections from the … [Read more]
Ring of Fire Rendition: A Music Interlude
As an interlude to investing, take a little time to listen to this rendition of Johnny Cash's "Ring of Fire." Hope you have a good sound system and the subwoofer is … [Read more]
Fama-French 5-Factor Asset Pricing Model
Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy. Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated? The SAA model … [Read more]
Schubert: Quintet in C
Schubert's Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet. Here is a positive review I found on Amazon. Here is another fine … [Read more]
Eight ETF Portfolio: Early Results
Yesterday I presented the eight (8) ETF portfolio in the Aristotle review. Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data. The portfolio is up over 133% while the … [Read more]
Ceremonial Music for Trumpet and Symphonic Organ
Ceremonial Music for Trumpet and Symphonic Organ is the recommended CD this week. Rolf Smedvig is the featured trumpeter and Michael Murray is on the organ. Of the positive reviews on Amazon, this one provides an overview of what to … [Read more]
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