Kepler is a portfolio in transition. The move is from a growth portfolio to an income portfolio where the income is derived from Closed-End-Funds (CEFs). In a recent blog post I requested readers submit CEF ideas, but to limit them to no more than five (5) at a … [Read More...]
The Elements of Investing: Part II
Chapter two of The Elements of Investing covers index investing. When it comes to investing, nobody knows more than the market. William F. Sharpe put is simply in an article many years ago when he wrote - The Arithmetic … [Read more]
The Elements of Investing: Part I
Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing. This compact book hits on all cylinders of investing and the first one is the most important - SAVE. This … [Read more]
The Golden Rule of Investing
The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “ … [Read more]
New Content Notification
Several readers contacted me about new blog post notifications. New content was not reaching readers unless they logged into ITA Wealth Management. This post … [Read more]
Portfolio Benchmarking: Looking Beyond Portfolio Returns
In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking. Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link … [Read more]
Where Did All The Posts Go?
If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct. I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful. … [Read more]
Reworking The Investment Quiver
With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio. Think through … [Read more]
Absolute Acceleration
Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]
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