The Millikan Sector BPI portfolio is a continuation of support for this particular investing model. This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio. Historical data is beginning … [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]
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]
Index vs. Passive Investing
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
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
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
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]