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You are here: Home / Archives for Feynman Study

Feynman Portfolio Study: Part 10-3

July 26, 2014 By HedgeHunter

Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate allocation weights that more accurately reflect the relative momentum of the individual

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The Feynman Study: Part 3

September 7, 2013 By Lowell Herr

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 – strategy. The Hoadley Portfolio Analyzer is used

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The Feynman Study: Part 1

September 5, 2013 By Lowell Herr

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 06/29/2007 to 06/30/2013.  The VTSMX will be

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The Feynman Study

September 3, 2013 By Lowell Herr

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 Lowell uses on the site and how these

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