100 Level

The Bogleheads’ Guide to Investing

Bogleheads' Guide to Investing was missed by far too many ITA readers when first published back on July 21, 2010 and for that reason I am bringing it forward so newer members will pick it up.  Another investing book that should rank high on your reading list is "The Bogleheads' Guide to Investing," written by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf.  I … [Read More...]

Iteration Solution

Platinum members using the TLH spreadsheet may find an iteration issue from time to time when the IRR calculation for an investment moves from positive to negative or negative to positive.  The Excel™ SS needs a little nudge to launch the iteration calculation. Go to the TLH SS Help page and reference the #7 help video.  To find the TLH SS Help page, look across the navigation … [Read More...]

300 Level

Become Your Own Investment Advisor and Save The Fees

Taking on the responsibility of managing your own portfolio can be, but need not be, a daunting task.  Some folks just don’t want anything to do with managing their own financial affairs.  It seems either too difficult, too important, or simply carries no interest.  While I have had almost a life-long interest in investing, it is understandable why many find it rather … [Read More...]

Piotroski Stock Update: 4 January 2013

Nearly two weeks transpired since I last posted data on the "Piotroski Stocks."  This morning I downloaded the latest information and only four companies out of nearly 10,000 passed the High F-Score screen of eight or higher.  Those stocks are as follows. The following information is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Einstein Portfolio Review

Last week I added a few shares of RWX, VWO, and EMB to the Einstein to bring a few asset classes into balance.  Other than the Bonds & Income asset class, this portfolio is now in balance. One Tactical Asset Allocation I will be making is to shift one percentage point from Small-Cap Growth over to Small-Cap Value.  i will use IWN for my Small-Cap Value ETF.  Another change is … [Read More...]

Cut the Fees

Fees matter!  Read this blog post by Geoff Considine and you will see why I am a nut when it comes to reducing fees.  They make a huge difference over a lifetime of investing.  When I began this investment journey many years ago, it was not unusual for mutual funds to charge an 8.5% load fee on all new money going into the fund.  What a scam. Usury is a better term.  Even … [Read More...]

400 Level

Buy and Sell Guidelines: A General Overview

Armed with analysis tools such as the Quantext Portfolio Planner (QPP), TLH Spreadsheet, Hoadley Optimizer and expanded worksheets, it is possible to outline some basic guidelines for buying, holding and selling ETFs.  As always, individual judgments are required and I'll attempt to explain those when transactions occur.  As always, we make investment decisions in the context of broad market … [Read More...]

Bullish Percent Indicator

Regardless whether it is an index or sector Bullish Percent Indicator, nearly every section of the market saw a decline this past week.  The Dow Jones Industrial Average (DJIA) joined the defensive teams, just another indicator the U.S. Equities market is weakening.  All indexes except for the NASDAQ are still hovering in the over-bought zone (70% or above) and we know this is unlikely to … [Read More...]