When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted. That is what happened to both the Bohr and Einstein portfolios. The owners of each needed funds for education and other emergencies. When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio growth. … [Read More...]
The Feynman Study: Part 3
In Part 3 of the Feynman Portfolio Study we look at the impact of rebalancing on portfolio performance. Part 2 examined the “Passive” – Buy and Hold – Investment strategy. Part 3 moves on to examine the “Dynamic” – Buy….Don’t Hold, re-balance – … [Read more]
The Feynman Study: Part 1
This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from … [Read more]
The Feynman Study
Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that … [Read more]
Occam’s Razor and Investing
This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the … [Read more]
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