100 Level

How Would You Balance the Federal Budget?

If Congress were to ask you how to balance the federal budget, what suggestions would you pass on? Place your suggestions in the comment section below.   Photograph: Longboat Key - Sarasota, FL … [Read More...]

A Third Investing Path: Mosaic Investing

We hear and read about active and passive investing, and which style is most beneficial to the majority of investors.  There is a third path which is a combination of both the active and passive styles and I call it Mosaic Investing.  Mosaic Investing, as I use the term, is where one constructs the majority of the portfolio around index vehicles such as non-managed index ETFs, and then adds a few … [Read More...]

300 Level

QPP Analysis of Actively Managed Mutual Fund Portfolio

Actively Managed Mutual Fund Portfolio The following QPP analysis is one where the portfolio is made up of actively managed mutual funds.  Long-time readers know my opinion about such funds, even though I used them throughout my teaching career.  It was a mistake.  Data was missing for JVLAX so I lumped the money market funds and the percentage (9.54%) held in JVLAX into … [Read More...]

Bohr Portfolio Update

If you are looking for a portfolio that needs attention, look no further than the Dashboard of the Bohr Portfolio as presented below.  Asset classes coded with the purplish color are all under target while the red are above target.  To rectify these issues and bring the portfolio back into balance, I have a number of limit orders in place.  As the market continues to rise, the … [Read More...]

200 Level

Seeking Alpha Article on Establishing Goals

Readers will find an article on some of the goals I set when building a portfolio over at Seeking Alpha.  Check it out.  I hope to elaborate on this goals in the coming weeks. Lowell … [Read More...]

Wild Wake-Up Portfolio For The Aggressive Investor

If you are looking for simplicity with sufficient risk that one will need to employ the ITA Risk Reduction model, check out the Quantext Portfolio Planner (QPP) analysis of this six asset portfolio. Platinum membership available for a mere $5.00 per month.  Monitor your portfolio and quickly pay for the membership. … [Read More...]

400 Level

How To Handle Emerging Markets (VWO) Today

If a portfolio were up for review today, how would I handle the ETF we use for our emerging markets (VWO) investment?  The first move is to check several indicators as listed below. Platinum membership is available for $5.00 per month.  … [Read More...]

QPP Analysis for Equity ETFs

It has been over a month since I last ran a "Delta Factor" analysis on equity holdings.  Platinum members will not be surprised when you see what ETFs are showing up as potential buying opportunities.  Keep in mind that the "Delta Factor" is a reversion-to-the-mean analysis.  What this means is that ETFs recently hammered into the ground are going to show up as a … [Read More...]