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You are here: Home / Archives for Portfolio Management

Why Focus On Value and Momentum

October 21, 2016 By Lowell Herr

ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan.  Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard:  Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard.  Check the nine asset classes in the upper left-hand corner […]

Filed Under: Critical Material, Portfolio Construction Tagged With: Portfolio Management

Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is – The Do-It-Yourself Decision.  Will you manage your own portfolio or turn it over to a professional money manager?  Before you make this decision, be sure to […]

Filed Under: Beginning Investors, Critical Material, Portfolio Management Tagged With: Portfolio Management, Professional Management

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