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You are here: Home / Archives for Beginning Investors

Constructing Family Portfolios

August 9, 2020 By Lowell Herr Leave a Comment

I use the plural (portfolios) as I think most families will have multiple accounts.  Even for a single individual one portfolio will be a Roth IRA while another is a taxable account.  For argument sake, let’s assume a family will have at a minimum three different portfolios.  How would I go about building these three […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

From The Beginning: 27 July 2020

July 27, 2020 By Lowell Herr Leave a Comment

Let’s take it from the beginning.  It is not unusual to receive an e-mail message stating how complex the ITA blog has become.  Before the blog was hacked in the summer of 2013, I had categories set up like a college catalogue where there were 100, 200, 300, and 400 level blog posts.  Of course […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Investing As A Beginner: Where To Start

July 15, 2020 By Lowell Herr 1 Comment

  One of the first moves, as a young investor, is to let The Golden Rule of Investing sink into the inner reaches of the brain.  There is no substitute for this rule.  None! Pay particular attention to the word -EARLY. The second rule of investing, particularly for beginners, is to keep it simple.  Assume […]

Filed Under: Beginning Investors, Critical Material, Dual Momentum, Passive vs. Active Tagged With: Beginning Investors

Bare Bones Portfolio: For Beginning Investors

June 5, 2020 By Lowell Herr 16 Comments

Simplify – simplify.  That is the effort with this sample portfolio.  The Basic portfolio follows the Occam’s razor principle or to paraphrase – “The simplest solution is most likely the right one”. The following portfolio is also a good one for beginners as it is not complicated and with the Kipling in place, is easy […]

Filed Under: Beginning Investors, Portfolio Construction Tagged With: Beginning Investors, Portfolio Construction

Beginning Investors: A Review

April 28, 2020 By Lowell Herr Leave a Comment

It is so easy to get out in front of the readers until a few basic questions are asked.  The fundamental questions bring one back to earth.  Here are a few questions and I will attempt to answer them. How does one get started? What broker to use? How do I select securities? Should I […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

Getting Started

December 14, 2019 By Lowell Herr

How do you begin constructing a portfolio if you are an investor neophyte?  What are the “baby” steps to investing and how does one get started?  Here is an outline I would use if I were a new investor.  Before moving into the beginning steps, new investors need to fully understand the power of The […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Top Ten Investment Books

August 8, 2019 By Lowell Herr

Anyone can come up with a list so here is my revised Top Ten Investment books.  As you can see from shelf of books shown in the photograph below, it is not easy to narrow down the list to a mere ten. Be forewarned, this is not a list of books that focus on either […]

Filed Under: Beginning Investors, Books, Critical Material Tagged With: Beginning Investors, Books, Critical Material

Chapter One

July 28, 2019 By Lowell Herr

“An investment in knowledge pays the best interest.” – Benjamin Franklin In over 50 years of study and experience there are a few basics to investing.  The most important lesson is one of following The Golden Rule of Investing.  All other advice will fail is one does not subscribe to saving and doing it as […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors

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