Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [Read More...]
Where To Begin If You Have Never Managed a Portfolio*
If someone asked you what to do with an inheritance or 401(k) sum of money, what advice would you give them? Here are some basic ideas for a novice investor. Assume the money is in your checking account and available to be invested. Open up a … [Read more]
Feynman Portfolio Study: Part 10-3
Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate … [Read more]
Regression Analysis and The Schwert Effect
Regression Analysis is the investment communities effort to apply the scientific method to portfolio analysis. Let's take a little time to explain what is meant by Regression Analysis. As you might remember from your math and science … [Read more]
Gounod’s Messe solennelle de Sainte Cecile
Gounod's "Messe solennelle en l'honneur de Sainte Cecile" contains some of the most beautiful music one might ever want to hear. My favorite selections from this masterpiece are Sanctus and Benedictus, cuts five and six. I first heard Sanctus in … [Read more]
“Markowitz” Projections During Great Recession
Readers who have been following the discussion on future return projections will find the following information of interest. Using the Hoadley "Efficient Frontier" software, I set out to see what the optimal projections would be for three different … [Read more]
Basic Portfolio and Current ETF Rankings
The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations. GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings: The overall strength of this market … [Read more]
Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
This is a follow-up to the HedgeHunter Risk Parity (RP) post. This blog post will give readers an overview of how RP is calculated. This not for the mathematically squeamish, but the concept is not difficult if … [Read more]
Asset Allocation – Risk Parity Revisited: Part 1
Having selected a number of assets to include in a portfolio, a key decision any investor has to make is "What percentage of my available funds should I allocate to each asset held in my portfolio?" In the Feynman Study I covered a number of … [Read more]
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