Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Music Recommendations for 10 November 2013
Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation. Recently recommended to me was "The Complete Django Reinhard and Quintet of the Hot Club of France." Classic Early Recordings is the closest I … [Read more]
Retirement Planning Mistake #10
Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with … [Read more]
Retirement Planning Mistake #8
Over confident and lacks patience. Over confidence and lack of patience manifests itself in a number of ways. If you think you can beat the market by picking individual stocks, be very careful. If you want to test your skills, set up two … [Read more]
Retirement Planning Mistake #7
Lack of Portfolio Plan Do you have a portfolio plan and is it written down? If you can lay your hands on a plan, you are a rare investor. What is involved in specifying a Strategic Asset Allocation plan? A portfolio plan will first of all identify … [Read more]
Retirement Planning Mistake #6
It is a mistake to think your portfolio is properly diversified simply because you have chosen stocks or index funds across differing sectors. That’s not enough. Investing across all sectors will not coverall asset classes, but investing across all … [Read more]
Retirement Planning Mistake #5
Investors pick individual stocks to build portfolios rather than use index funds. Our preference is to use commission free ETFs. Next to not following "The Golden Rule of Investing," the error of not using index funds is likely the biggest … [Read more]
Retirement Planning Mistake #4
Investors lack knowledge about the importance of asset allocation. Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go … [Read more]
Feynman Portfolio Study: Final Summary
The purpose of the Feynman Study was to take a list of 18 diversified assets and to demonstrate how that list could be used to construct portfolios based on a number of different strategies: Passive (Buy and Hold) Strategic Asset Allocation (SAA) … [Read more]
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