McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each of the … [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]
Portfolio Requirements: Basic Ideas For Construction
Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation. Here is how I outline the thinking process when putting together a portfolio of securities. Think … [Read more]
Looking for Signs of Weakness in the Markets
Even though some of us may have been wary of the continuing strength of the markets for a few months now, over the past week, we may have been getting the feeling that some signs of weakness are beginning to show in the markets. In a standard margin … [Read more]
Keeping It Simple: Building A Basic Portfolio
Having just finished William J. Bernstein's latest e-Book, simplicity is on my mind. Toward the very end of the book, Bernstein mentions that one can deviate from the three index portfolio by branching out to real estate, TIPs, etc. While the three … [Read more]
William Bernstein’s Latest E-Book: Getting Rich Slowly
William Bernstein's latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds. Those funds are: U.S. Total Stock Market, International Total Stock Market, and … [Read more]
Chopin: 24 Preludes
There are many Chopin: 24 Preludes to choose from. Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars. Hence my music recommendation for this week. The following review by Scott Morrison mirrors my reaction … [Read more]
The Bells of St. Genevieve and Other Baroque Delights
The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week. Downloading the MP3 version seems to be the only way to capture this music, but it is worth it. Below is a positive review from an Amazon reader. … [Read more]
Beginner Advice: Getting Started With Portfolio Construction
Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month. What advice would I pass on to such an investor? The first bit of advice is to read all the Beginning Investor and Critical … [Read more]
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