The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there were fewer buyers. Higher interest rates do not bode well for the market. However, the U.S. Equities market continues to shed negative news and just … [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]
The Feynman Study: Part 1
This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from … [Read more]
The Feynman Study
Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that … [Read more]
Occam’s Razor and Investing
Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor? The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to … [Read more]