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You are here: Home / Archives for Critical Material

How Risky is Your Portfolio? – Another Perspective

May 11, 2021 By hedgehunter

Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?”  and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented by their volatility. I thought

Filed Under: Critical Material, Risk Management Tagged With: Critical Material, Risk Management

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic

Filed Under: Beginning Investors, Asset Allocation, Books, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Books, Critical Material

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important – SAVE.  This

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

The Golden Rule of Investing

March 17, 2021 By Lowell Herr

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “

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

Over-Valued Market: Four Critical Indicators

May 6, 2017 By Lowell Herr

Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time.  Today’s post (Part 2) is an update and review of that information.  U.S. Equities have not cooled off since March of 2009.  The following data from

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

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. – Voltaire I’m a fan of books written by Michael Lewis.  A few that stand out are:  Liar’s Poker, Moneyball, The Big Short, and Flash Boys.  Lewis’ latest work, The Undoing Project, focuses on

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

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the “Over-Valued Market…” article.  Click on the above

Filed Under: Critical Material Tagged With: Critical Material

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall

Filed Under: Beginning Investors, Critical Material, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Critical Material

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