News From Recent Conference

Two days ago I returned from a conference in St. Louis.  Our hotel overlooked Busch Stadium where the St. Louis Cardinals were playing the Washington Nationals in the first playoff series.  Walking on the streets among the fans was a blast as everyone was in a good mood and it was easy to talk with strangers, particularly when I mentioned Tommy Herr, a former second baseman with the 1980s Cards.  Tommy Herr is a very distant relative and I've never met him. 

The theme of the conference was "Risk Reduction."  The crash of 2008 and early 2009 is still fresh in the minds of investors, managers, and endowment board members.

[Read more…]

ETF Commandments

Nearly two years ago I referred ITA readers to this link.  There were only a few readers at that time and not many folks picked up the reference.  By brining this blog forward, readers have another chance to see the reference and also check to see if the blog notification plugin is working properly.

An Internet friend directed me to this article titled, "Ten Commandments of ETF Investing." The article includes many useful hints and links. If this article contains too much information for one reading, take it in pieces. For example, concentrate on commandment #7 this weekend. I've not paid much attention to the different weighting methods as I tend to stick with the basic Vanguard funds. That does not mean one cannot learn something about the different ways index ETFs are created.  Don't be surprised if I do not come back to this article and spend a little time on different aspect of using ETFs as the core holdings for a portfolio. If you are anything like me, you prefer to have critical information in one place. My best ETF reference is Richard A. Ferri's book, "The ETF Book: All You Need to Know About Exchange-Traded Funds."

Newton Portfolio Update: 12 October 2012

Fifty years ago today, Oregon suffered what is now known as the Columbus Day Storm.  Fortunately, the weather is close to normal for this time of year and the Newton portfolio reflects that normality.  When I first updated the portfolio this morning, I noticed it contained $20,000 more dollars than were supposed to be in the account.  After searching the brokerage account I realized there was a reverse stock split for SDS of 1 to 4.  Once those excess shares were backed out of the portfolio the numbers were back to "normal."  Below ITA Platinum members will see the current Dashboard and performance numbers.

[Read more…]

Blog Notification Issue Tied to Plugin

Special notice:  The software used to send out notifications of new blogs is not working properly.  You have not been deleted from any mailing lists.  What happens is that plugins conflict with each other and one of my software programs designed to perform a particular task is likely in conflict with the notification plugin. 

You might try signing up again or leave a comment and check both boxes that are available to be notified of new comments and new blog posts.  I apologize for the inconvenience.

 

Lowell