Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27. Conservative is defined in this case as low volatility. … [Read More...]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the … [Read more]
Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple … [Read more]
Investing Rules Regardless of Investing Model
There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don't feel you … [Read more]
Life Insurance: My Story
Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You've Heard About Investing Is Wrong -- And What To Do Instead … [Read more]
Dual Momentum Investing by Gary Antonacci
Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum. Relative strength momentum compares the trend of one security with respect to another security. Platinum members are familiar with this concept as we are always … [Read more]
How Risky is Your Portfolio? – Another Perspective
Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented … [Read more]
Retirement Requirements: May 2021
What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average … [Read more]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I've written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate … [Read more]
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