Copernicus is one of the better performing ITA portfolios. Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus … [Read More...]
Charles Ellis: Loser’s Game of Stock Picking
Let’s revisit Charles D. Ellis’ 1995 paper, “The Loser’s Game,” where he describes his Break-Even Return (BER) equation. Here is a review of this equation. BER = [(Turnover percentage x Transaction Cost) + Management Fee + Target Return]/Market … [Read more]
ITARR: How To Reduce Losses
Zion National Park On page 167 of Mebane T. Faber and Eric W. Richardson’s book, “The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets” we read, “Our research has shown that returns are lower and volatility is higher when … [Read more]
Portfolio Requirements: Basic Ideas For Construction
Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation. Here is how I outline the thinking process when putting together a portfolio of securities. Think … [Read more]
William Bernstein’s Latest E-Book: Getting Rich Slowly
William Bernstein's latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds. Those funds are: U.S. Total Stock Market, International Total Stock Market, and … [Read more]
Chopin: 24 Preludes
There are many Chopin: 24 Preludes to choose from. Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars. Hence my music recommendation for this week. The following review by Scott Morrison mirrors my reaction … [Read more]
The Bells of St. Genevieve and Other Baroque Delights
The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week. Downloading the MP3 version seems to be the only way to capture this music, but it is worth it. Below is a positive review from an Amazon reader. … [Read more]
Beginner Advice: Getting Started With Portfolio Construction
Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month. What advice would I pass on to such an investor? The first bit … [Read more]
Useful Website: Transparent Investing
Last evening I was made aware of a useful and interesting website titled, Transparent Investing. Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks. There you … [Read more]
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