Last seen: April 18, 2024 7:10 AM
Mark, You should have received the Carson and Schrodinger SS as well as the latest ITA file. Keep me informed is you have problems. Sometimes it ...
I thought that Lowell had posted the latest ITA Add-In file - but, if not, try the attached. ITA - 5.0.8.xlam ...
Sometime in the future I need to update or write another blog post on benchmarks. In nearly every portfolio update I include data and a pie chart sho...
@ernies - The primary difference between taxable and tax deferred accounts, as I see it, is to try to keep high income generators in the tax deferred ...
@ernies Ernie, If one is extremely careful about investing, one would manage tax deferred accounts differently than taxable accounts. I don't pa...
@ernies When November rolls around I check the broker accounts where the tax deferred accounts are located and make sure there is sufficient cash i...
@csperera - The default look-back built into the Kipling spreadsheet is 60 and 100 trading days. Those values come from extensive testing by Hedgehun...
@bob_p - You now should not receive any notifications. If you do, I think you can unsubscribe by clicking on the red icon found in the lower right se...
@bob_p I see what I can do. Lowell
If you are having problems with the Kipling, send me an e-mail at itawealth@comcast.net and be sure to identify your full name so I know you are a Lif...
Paul, This video is on the old side, but it gives readers some clues as to how to use the Kipling. Lowell
Paul, Did I send you the latest version of the ITA file and do you have it installed? Lowell
"If You Can" by William Bernstein. Check out this basic portfolio model. In December I will be reviewing portfolios that are not outperforming ...
@lee_cash - Sounds good. Lowell
Lee, The Kipling is supported only on Windows machines running Excel. I have Windows 11 and the latest version of Excel and all works fine. I thin...