Pauling is an asset allocation portfolio set up to generate dividends. It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth. This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]
Reviewing The Fundamentals of Investing
Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.” Burton Malkiel puts it this way. “The … [Read more]
Nine Critical Investment Decisions
Nine Critical Investment Decisions 1. The Decision to Save or Not to Save 2. The Go-It-Alone or Professional Manager Decision 3. The Decision to be a Passive, Active or Mosaic Investor 4. The Decision to Use Index Funds or Stocks to … [Read more]
Feynman Portfolio Study: Part 8
In Part 8 of the Feynman Portfolio Study, which concludes the analysis of "Momentum" Investing as a major Strategy option, I look at the question of "How Many Assets (ETFs) should I include in my Portfolio?" There is no definitive answer to this … [Read more]
Preparing For Retirement Requires Discipline
I wish I could show this post to every new graduate, be they high school or college. The following three screenshots point out just how difficult it is to get ready for those retirement years. In the first slide I lay out the assumptions for this … [Read more]
Feynman Portfolio Study: Part 7
In Parts 1 to 3 of the Feynman Portfolio Study I examined the roles of diversification and optimization in Portfolio Construction. Part 4 focused on the re-balancing of "Classic" US Equity/Bond portfolios and Part 5 introduced the concepts of … [Read more]
The Feynman Study: Part 6-7
Part 6-7 of the Feynman Portfolio Study applies the SHY momentum filter to the Feynman "Momentum" Portfolio introduced in Part 5 of the Study. Also in this Part 6-7, I introduce the concept of allocation weighting based on (momentum) Ranking as an … [Read more]
Weekly Music Recommendation
Photograph: Arches National Park - Image captured just as the sun was rising. My music selection this week is Yo-Yo Ma playing Ennio Morricone. This CD includes some of the most beautiful and haunting compositions ever collected on one platter. As … [Read more]
The Feynman Study: Part 6-5
In Part 6-5 of the Feynman Portfolio Study I continue the theme of Risk Management with application of the SHY momentum filter, introduced in Part 6-4, to the periodically optimized and re-balanced "Dynamic" Feynman Portfolio analyzed in Part 3 of … [Read more]