2008 August | ITA Wealth Management

Skip to content
Skip to menu

Aug 31 2008

Classical Music Recommendation – Beethoven

Tag: Music — Physlab @ 5:00 am

The classical music recommendation for this week is “The Late Piano Sonatas Opus 90, 101, 106, 109, 110 & 111. This is a Philips CD featuring Alfred Brendel. It is a two CD collection. If you enjoy soothing piano music composed by Beethoven, this CD comes with my highest recommendation.

No. 15

Lowell Herr

Photograph: “Pride of America” cruise ship in Hawaian waters.

Comments (2)

Aug 30 2008

AA-Mosaic Portfolio Outperforming Benchmark

Tag: Asset Allocation, Portfolio Management — Physlab @ 11:15 am

The AA-Mosaic Portfolio is outperforming its VTSMX benchmark, -2.9% to -8.9%. While we are not enamored with a negative IRR, at least this asset allocation based portfolio is performing much better than its index. The AA-Mosaic is a young portfolio with only eight months of data. All the details and access to the spreadsheet are available via Premium Content.

Lowell Herr

Comments (0)

Aug 30 2008

Top Ten and “Creme Lists” Available

Tag: Stocks — Physlab @ 10:11 am

The “Top Ten Stocks” for the week of August 29th and access to the “Creme & Sour” lists are available through Premium Content. There are several changes this week included a new stock that leaped to the top of the list.

Now that August is nearly over, MVO data and portfolio updates will begin to show up over the next ten days. In addition, look for a new Power Point presentation on Asset Allocation. This is presentation I will be giving at a Blue Plate Special on September 4th.

Premium Content available for $6.99 per month.

Lowell Herr

Photograph: Northern edge of Kauai, Hawaii

Comments (0)

Quote
“Anyone promising high returns with low risk is guilty of fraud.”
by William J. Bernstein
Premium Login
Username: Password:
Not a member?
Sign-up for Premium Access
Archives
Categories
- Analysis (59)
- Asset Allocation (148)
- Beginning Investors (178)
- Books (19)
- Critical Information (38)
- ETFs (51)
- Initial Questions (30)
- Miscellaneous (325)
- Music (131)
- Portfolio Construction (173)
- Portfolio Management (129)
- Portfolio Performance (96)
- Research (101)
- Risk Management (40)
- Stocks (28)
- Technical Analysis (28)
Recent Posts
Recent Comments
Blogroll
Worthy Web Sites
Top Posts
Random Pages
- Bright Red Portfolio
- Portfolio Management
- Analysis for 12/31/2003
August 2008

S M T W T F S

« Jul Sep »

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31
Meta
Common Tags
active management Analysis Asset Allocation Beginning Investors benchmark Benchmarks Bernstein CD recommendation Classical Music Creme List ETF ETFs Fama-French golden rule of investing Ibbotson Index Investing Information Ratio ITA Index ITA Wealth Management MEDA Trust mosaic Music Passive Investing Passive Portfolio performance portfolio portfolio analysis Portfolio Construction Portfolio Management Portfolio Performance portfolio planning Portfolios Premium Content QPP QPP Analysis Research Retirement Risk Risk Management Saving sectors Stocks TAA TLH Spreadsheet VTSMX

August 2008
S	M	T	W	T	F	S
« Jul				Sep »
					1	2
3	4	5	6	7	8	9
10	11	12	13	14	15	16
17	18	19	20	21	22	23
24	25	26	27	28	29	30
31