With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio. Think through what asset classes or factors you want to include in the portfolio. Below are […]
The Five Ticker Portfolio
If you were given the assignment to construct a portfolio where only five (5) tickers are permitted in the investment quiver, what are those five securities? No changes are permitted for ten years unless the stock/security changes the symbol (ticker letters) or goes out of business. If the latter another ticker can be added to […]
Factor Portfolio Construction: Searching for the “Holy Grail”
Before digging into the construction of this factor-based portfolio, let me recommend an excellent book on the subject. I’ve not found any volume to surpass “Your Complete Guide to Factor-Based Investing” by Andrew L. Berkin and Larry E. Swedroe. Swedroe has an excellent reputation for his analytical skills when it comes to investing and portfolio […]
Why Think Small: Relative Strength Model
Why think small when it comes to portfolio construction? There are a few compelling reasons which I will explain below. Here are a few for starters. It is easy to track and there are fewer trades. With fewer trades, there is less slippage due to the bid-ask price spread. It takes less time to set […]
Constructing A Swensen Portfolio: 17 June 2020
Fifteen years ago David Swensen authored Unconventional Success: A Fundamental Approach to Personal Investment. Swensen is well-known for his outstanding management of the Yale Endowment Fund. On pages 83 and 84 of his book, Swensen lays out the science of portfolio structure. Here is an outline of his arguments. Long-term investment portfolios will exhibit diversification […]
Bare Bones Portfolio: For Beginning Investors
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 […]
Portfolio Construction: What Goes Into Building a Portfolio
Portfolio construction is second in importance to The Golden Rule of Investing when it comes to building a retirement fund. Holding down expenses is also high on the list. What goes into building a portfolio? In this blog I’ll walk through the history of how the Rutherford came into existence and explain the logical steps […]
Income Oriented Investors: 21 January 2020
Income Oriented Investors It is not unusual for one to run into an investor who is motivated more by income than growth. While one rarely participates in both the growth and dividend worlds, there are some “blend” portfolios that tilt toward income while providing for some growth. Follow the portfolio shown below. There is no […]
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