Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance since 12/31/2021 has been excellent. The … [Read More...]
Bach’s St. John Passion
While Bach is well known for his St. Matthew Passion music, in some ways I prefer his St. John Passion compositions so here is my recommendation for the week. I usually include a review from Amazon as most reviewers have a better … [Read more]
Seven Last Words of Christ: Theodore Dubois
Of the two recordings I have of "The Seven Last Words of Christ," one by Dubois and one by Haydn, the composition by Dubois is by far my favorite. The purity of "Christ We Do All Adore Thee" is well worth the price of this CD. The accompaniment … [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]
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