Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM. … [Read More...]
Asset Allocation Is Not Responsible For 90% of Portfolio Returns
One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation. This paper by Mitch Tuchman gets it wrong. Check the first paragraph under Reducing … [Read more]
Katherine Jenkins: “La Diva” is CD Recommendation for Week
Katherine Jenkins, "La Diva" is my CD recommendation for the week. If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station. Pandora does not allow one to listen to specific songs, but you will find music that is … [Read more]
William Bernstein Recommends Saving More and Spending Less
William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades. That does not bode well for the 45 to 55 age generation. Here is a quote from the Bernstein interview. "The way you’re going to get … [Read more]
Expectancy
I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might … [Read more]
Respighi: Ancient Airs and Dances
There are several CDs featuring Respighi's Ancient Airs and Dances, so take time to look over the choices. The link is the particular recording I have and I highly recommend it. Some of the CD recordings are somewhat rare and command a high price … [Read more]
Orpheus Chamber Orchestra Featuring Albinoni, Purcell, Bach, Corelli, Handel and Vivaldi
Are you looking for an album filled with five star recordings? Then look no further than this fine CD by the Orpheus Chamber Orchestra. Here is one review I pulled from an Amazon listener. "I have found that the performance style of the Orpheus … [Read more]
Retirement Planning Mistake #11
Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management. Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio … [Read more]
Back Testing Issues: Remain Skeptical of Results
Ernest Stokley was kind enough to spend time learning a new software language in order to run back-tests on ETFs used to populate ITA portfolios. There is an abundance of noise or uncertainty when analyzing data for back-testing. Here … [Read more]
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