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 […]
iShares Sample Portfolio
Among the first ETFs to come on the market were from iShares. In this sample portfolio or “investment quiver” we see how these early securities are used to construct a portfolio. Both value and growth asset classes are covered for different cap sizes. SPY is included to cover the S&P 500 so there will be […]
Franklin Portfolio: Adjusting Investment Quiver
Several portfolios are not performing as expected. To improve returns I’m in the process of making major adjustments and the Franklin portfolio is in line for a change. The “investment quiver” is undergoing restructure as you see in the first screenshot. This is a small portfolio making it a good “lab rat” for this alteration. […]
Model Portfolio
With zero commissions now available through Schwab and TDAmeritrade, additional flexibility is accessible when it comes to making up the investment quiver. Let’s combine our ideas and put together a set of ETFs that cover the basic asset classes while adding in the key factors of Size, Value, Quality, and Momentum. Below is my first […]
Portfolio Construction: Building Momentum-Value-Size Portfolios
While the following portfolio construction model uses TD Ameritrade commission free ETFs, it is possible to fill the critical asset classes with securities from Vanguard, Fidelity, Schwab, or other discount brokers. If you examine the descriptions you will see momentum, value, and size are all included in the investment quiver. In addition, bonds, treasuries, gold, […]
Building That New Portfolio
This blog is written primarily for the beginning or young investor who is just starting their investing career. Beginning with an investment of $500 to $1,000 and adding as much as possible each month, what will this portfolio look like in a few years. I’ve called this portfolio the Franklin and the first blog was […]
Simplifying The Bethe Investment Quiver
Over the last few weeks I’ve been on a “portfolio consolidation” or simplification kick. One basic portfolio to follow is the Rutherford, managed by HedgeHunter. The Rutherford 10 is what I call fundamental portfolio in that it is well diversified, yet not all that complicated. Another basic model is the “Swensen Six” and I will […]
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