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...]
Useful Website: Transparent Investing
Last evening I was made aware of a useful and interesting website titled, Transparent Investing. Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks. There you … [Read more]
Living a Dream: Katherine Jenkins
One of my favorite female singers is Katherine Jenkins. Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money. The following Amazon review provides clues as to what to expect to hear on this … [Read more]
Scheherazade: Music Selection for This Week
Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week. While there are many options available, this particular CD also includes Capriccio Espagnol. This is a Telarc disc and I find their recording … [Read more]
Asset Classes: How Many Should I Own?
With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected. … [Read more]
ETF Rankings: VEU and IDV Lose Ground
Two international ETFs lost ground over the last few trading days. Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings: Based on the following data we will continue to lower … [Read more]
Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative
This blog will make a lot more sense if you are able to capture and read Edward Qian's article, Risk Parity Allocation. This blog post is a brief description of how risk is calculated. This not for the mathematically squeamish, but the concept is … [Read more]
Rossini Overtures: CD Recommendation for 12 January 2014
If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement. There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: … [Read more]
Tactical Asset Allocation: Does It Make Sense?
Here is the link to a particularly useful article for ITA readers. As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above … [Read more]
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