This is a quick update of the Copernicus, an equity only portfolio. The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market. Add money when available and use that cash to purchase shares of ESGV or VTI. Avoid selling. Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [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]
Preparing For Next Week
The following material is posted so Platinum members can prepare for the coming week of investing. I'll begin with the Efficient Frontier. Efficient Frontier: I set this portfolio up in such a way that the allocations came close to matching the … [Read more]
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