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Lowell Herr

 
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  • Baker's Dozen Portfolio: Improve Return And Reduce Risk [View article]
    TKH,

    While the PP worked well over the past 40 years there are now several factors that likely will not soon be repeated. 1) Interest rates dropped from very high levels to very low levels and that was a "tailwind" to bonds. 2) Gold also had a good run over that period. I doubt this will be repeated. 3) Cash is currently a drag on the portfolio.

    I answered this same request some months ago. Here is the link.

    http://seekingalpha.co...

    This is not to say the PP will not have another good run. I just don't see it happening over the next decade.

    Lowell
    Oct 29 07:21 PM | Likes Like |Link to Comment
  • Baker's Dozen Portfolio: Improve Return And Reduce Risk [View article]
    acconrad,

    All good points. The Baker's Dozen model requires a fair amount of trading and funds such as VXUS, VNQI and VAW are not commission free - at least with the discount broker I use. The savings from lower expense ratios may well be wiped out by higher commissions. This is a function of the size of the portfolio.

    The next step is to run a back-test over the same time frame to see how the "magic seven" perform vs. the performance record of the Baker's Dozen.

    Thank you for your thoughtful analysis.

    Lowell
    http://itawealth.com
    Oct 29 03:56 PM | Likes Like |Link to Comment
  • Swensen's 6 ETF Portfolio [View article]
    We will not be holding DBC so long as it under performs SHY.

    Lowell
    Oct 7 07:23 PM | Likes Like |Link to Comment
  • Swensen's 6 ETF Portfolio [View article]
    Check out this momentum adaptation to the Swensen Six portfolio.

    http://bit.ly/1q9NVBX
    Oct 7 08:33 AM | Likes Like |Link to Comment
  • Swensen 6 Portfolio: ETFs To Remove From Portfolio [View article]
    Investors interested in the Swensen Six portfolio will find this adaptation of the SS appealing.

    http://bit.ly/1q9NVBX

    Lowell
    Oct 7 08:31 AM | Likes Like |Link to Comment
  • Latest Tests From The Feynman Study [View instapost]
    Correct. There are domestic and international bond ETFs that are still outperforming SHY. VYM, a dividend oriented ETF is still hanging tough as are treasuries such as TLT.

    Lowell
    Oct 6 06:27 PM | Likes Like |Link to Comment
  • Latest Tests From The Feynman Study [View instapost]
    Try this link.

    http://bit.ly/1utfhJF

    Many blog posts related to The Feynman Study are protected for Platinum members only.

    Lowell

    http://itawealth.com
    Oct 6 02:15 PM | Likes Like |Link to Comment
  • Swensen 6 Portfolio: ETFs To Remove From Portfolio [View article]
    Igor,

    The spreadsheets are only available through my blog. Check this link.

    http://bit.ly/185g5Iz

    Lowell
    http://itawealth.com
    Sep 16 06:32 PM | Likes Like |Link to Comment
  • Swensen 6 Portfolio: ETFs To Remove From Portfolio [View article]
    Yes, VEA is currently out of the portfolio and has been for several weeks.

    Lowell
    Sep 16 05:56 PM | Likes Like |Link to Comment
  • 9 Dividend Aristocrats Reward Investors [View article]
    Varan,

    The performance of TLT may be an outlier due to falling interest rates going back many years. It seems highly unlikely this stellar performance will soon be repeated by TLT.

    What happens if TLT is removed from these example portfolios and replaced with something similar?

    Lowell
    Sep 4 12:25 PM | 1 Like Like |Link to Comment
  • 9 Dividend Aristocrats Reward Investors [View article]
    Yes, it is total return for all comparisons.

    Lowell
    Sep 3 01:41 PM | Likes Like |Link to Comment
  • 9 Dividend Aristocrats Reward Investors [View article]
    Just for interest I ran five-year comparisons of the nine (9) Dividend Aristocrats with VTI. Four fell behind VTI, four performed better than VTI, and one matched VTI.

    Lowell
    Sep 3 10:03 AM | Likes Like |Link to Comment
  • Dividend Growth Investors: Do They Have A Point Or Is It Too Close To Call? [View article]
    Here is a simple, yet globally diversified portfolio that might appeal to conservative investors. With a little tweaking one could move the yield up to 3%.

    http://bit.ly/1pIb7Nb

    Lowell
    Sep 3 08:34 AM | Likes Like |Link to Comment
  • Dividend Growth Investors: Do They Have A Point Or Is It Too Close To Call? [View article]
    Bob,

    Thanks for answering my question directly.

    As for a lower pullback, I agree. I've run some correlations using Dividend Aristocrats (DA) and broad index funds and I find it surprising how many times DA stocks carry a rather low correlation with the index fund or index ETF.

    BTW, I've held several DAs in the portfolios I track so I am not a complete naysayer. (g)

    Lowell
    Sep 3 07:54 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investors: Do They Have A Point Or Is It Too Close To Call? [View article]
    Bob,

    I agree - you were correct to reject the advice provided by the advisors as they were much too conservative in my opinion. I am not a fan of bonds and I have my own story.

    I was not able to discern your answer to my question as to how long you have been a dividend growth investor. If you prefer not to answer, that is OK.

    Lowell
    http://itawealth.com
    Sep 3 07:07 AM | Likes Like |Link to Comment
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