Bohr is the Asset Allocation portfolio up for review this morning. As readers will see in a moment, most of the asset classes are below target and that is intentional. With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious. It might be a long wait before the AI stocks implode. In the meantime I will be keeping the asset classes … [Read More...]
Goofus vs. Gallant
As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be like Gallant, although we frequently found ourselves behaving like … [Read more]
The Feynman Study: Part 6-2
In this continuation of the Feynman Portfolio Study I apply the 195-Day EMA (ITARR) filter to the "Classic" re-balanced 50% Equity/50% Bond Portfolio analyzed in Part 4 of the Study. For some Investors there may be some disappointment in the … [Read more]
The Feynman Study: Part 6-1
In Part 6 of the Feynman Portfolio Study we change gears a little and start an analysis of methods for Risk Management. As regular readers of this Blog may have realized, I consider Risk Management to be probably the most important aspect of … [Read more]
The Feynman Study: Part 5
In Part 5 of the Feynman Portfolio Study I describe a method of "ranking" the assets in the Feynman Portfolio Asset List based on "Momentum". This results in a measure of the "Relative Strength" of each asset. Platinum members and regular readers of … [Read more]
The Feynman Study: Part 4 (Continued)
Part 4 Continued In this continuation of the analysis of "Classic" (65%/35%, 50%/50% and 35%/65%) US Equity/US Bond Portfolios selected from the Feynman Asset List, I examine the impact of re-balancing to bring Asset weightings back into line … [Read more]
The Feynman Study: Part 4
In Part 4 of the Feynman Portfolio Study we backtrack a little and take Optimization out of the equation. We also take out some degree of diversification by limiting the Portfolio to the (10) ETFs in the US Equity (6) and US Bond (4) Asset … [Read more]
The Feynman Study: Part 3
In Part 3 of the Feynman Portfolio Study we look at the impact of rebalancing on portfolio performance. Part 2 examined the “Passive” – Buy and Hold – Investment strategy. Part 3 moves on to examine the “Dynamic” – Buy….Don’t Hold, re-balance – … [Read more]
The Feynman Study: Part 2
The second Part of the Feynman Portfolio Study looks at the performance of a fixed (unadjusted) allocation of assets selected from the 18 candidate ETF’s defined in Part 1 of the Study. This Part of the Study starts us off where Lowell first … [Read more]