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Lowell Herr's  Instablog

Lowell Herr
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Retired physics instructor and now editor of the ITA Wealth Management investment blog.
My company:
ITA Wealth Management
My blog:
ITA Wealth Management
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  • Dividend Aristocrats Reward Investors

    How did a particular group of Dividend Aristocrat (DA) stocks perform since July of 2003? Look for a longer article on the results, but here is a teaser as the analysis is not quite complete. This all started as a curious experiment. Using a list of Dividend Aristocrat stocks I when down the table and picked out the first nine stocks that had a yield of 2.0% or higher. The 10th security is SHY as that is used as a cutoff or "circuit breaker" investment.

    If one had purchased the nine DA stocks in equal percentages, a $100,000 investment turned into more than $300,000 over an eleven year period. That is significantly higher than the total U.S. Equities (MUTF:VTSMX) market.

    A third performance was to analyze these nine stocks in much the same manner as I analyzed the Swensen 6, explained in this article.

    seekingalpha.com/article/2436415-the-swe...

    Individuals known as "Dividend Growth" investors will be interested in these results. Although not complete, the results appear to be most promising. I hope to have the details published on Seeking Alpha sometime next week.

    Aug 22 3:58 PM | Link | 2 Comments
  • Latest Tests From The Feynman Study

    Investors interested in reading about the latest results from The Feynman Study need only register as a Guest on the ITA site. Results from several cluster models are presented in this one blog post.

    itawealth.com

    No cost to register. After you register, look for this blog entry.

    itawealth.com/2014/07/31/feynman-portfol.../

    Aug 03 7:17 AM | Link | 4 Comments
  • VTI-TLT-SHY Model And Benchmarks

    Readers interested in the VTI-TLT-SHY model and the performance of other benchmarks will find this article of interest.

    itawealth.com/2014/08/02/question-benchmarks/

    When comparing portfolio performance to benchmarks, I use VTSMX as one standard. To align or fairly compare portfolio performance with an appropriate benchmark, I prefer the ITA Index as it is a customized benchmark designed for the different Strategic Asset Allocation plans for each portfolio. The ITA Index is a benchmark users of the TLH Spreadsheet construct within the software program.

    Regardless, check out the above article for more information on benchmarks and some of the models used to manage portfolios.

    Aug 02 1:36 PM | Link | Comment!
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