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Recent Blog Entry

Rutherford Portfolio Review (Tranche 2): 24 June 2022

It was a bullish week in US equity markets with prices up over 6% week-over-week and 3% on Friday alone: This took price outside of the weekly Expected Move (as determined from the Implied Volatility of Option prices) and approaching the top of the current bear channel. While the move in US equities was impressive, it only came in second place when viewed in comparison with other asset … [Read More...]

Lifetime Membership

Lifetime ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. Lifetime membership is now available for $100 to new subscribers.  Below are the instructions to gain access to the Kipling spreadsheet.   Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make … [Read More]

Portfolio Management

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 optimizer recommendations.  That is why the diamond dot approximates the red dot location. Rankings:  Here we have the ranking of the core ETFs … [Read More...]

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Blog Archives

Weekly Music Recommendation

September 15, 2013 By Lowell Herr

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]

Index vs. Passive Investing

September 14, 2013 By Lowell Herr

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]

Goofus vs. Gallant

September 13, 2013 By Lowell Herr

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 3

September 7, 2013 By Lowell Herr

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 1

September 5, 2013 By Lowell Herr

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

September 3, 2013 By Lowell Herr

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

August 26, 2013 By Lowell Herr

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

August 10, 2013 By Lowell Herr

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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General Investment News

Portfolios coming up for review are:  Huygens, Galileo, Carson Trio, and Einstein.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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