Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio. … [Read More...]
Index vs. Passive Investing
Harold R. Evensky, in his Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing. Few readers are unaware of the differences between active and passive … [Read more]
The Feynman Study: Part 6-3
In this last Section of Part 6 of the Feynman Portfolio Study, covering the use of Moving Average (MA) filters as a tool for Risk Management, I apply the 195-Day EMA (ITARR) filter to the Feynman "Momentum" Portfolio introduced in Part 5 of the … [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]