100 Level

Optimization-Momentum and QPP Analysis of Schrodinger: Part 1

Even though it is not time to update the Schrodinger, I am using it this Memorial Day (was called Decoration Day when I was a kid) to illustrate the OM Model.  Let me state immediately that I don't have a clue what the QPP analysis will project when the assets are optimized.  Wait and see what comes out of this analysis. I'll first start with the optimization-momentum model where I am using the … [Read More...]

Goal Setting

What are your retirement investment goals?  Do you even think about setting goals?  Would this statement fit your situation? "I really would like to be able to pay for my children's education, retire, and enjoy my retirement."  While this statement covers a broad range of expectations, it is not specific.  Over what time frame do you intend to cover or reach these … [Read More...]

300 Level

“Creme List”: June 17, 2011

"Creme List" for the Week Twenty-one companies made the elite list this week and only Home Depot (HD) was cast to the sidelines after not scoring for 13 weeks.  No new companies worked their way on to the "Creme List." … [Read More...]

Kepler Portfolio Update

Once more it is time to update the Kepler Portfolio.  In an effort to bring the commodities asset class into balance, 30 shares of DBC were purchased last week.  This leaves two asset classes (excluding cash) outside our 25% threshold limit.  One limit order is in place for the Mid-Cap Blend asset class.  At this time there is insufficient cash to bring both asset classes into … [Read More...]

200 Level

The Retirement Crisis

In keeping with the series of articles on retirement, Gary Simms sent me a link to this PDF file on The Retirement Crisis.  I had problems opening this file using Firefox due to some add-ons they are attaching to their software.  If you have a similar problem, try Safari or Chrome browsers.  As the article points out, this is another financial crisis.  PERS programs are also in disrepair as too … [Read More...]

Newton Portfolio Review: 9 August 2011

Review of the Newton Portfolio was moved forward as shares of VEU, VBR, VOT, and VOE were purchased last week.  Dividends also came in from EMB, TLT, BND, HYG, and TIP.  Below is the current Strategic Asset Allocation plan for the Newton.  The ETF additions were purchased in such small amounts that asset classes remain under target.  This is an intra-day Dashboard.  I … [Read More...]

400 Level

Reducing Risk Model Review: Where Are The ETFs Positioned Mid-Morning Friday June 22nd?

Market action this week moved a number of ETFs into the sell zone.  REITs (VNQ and RWX) and emerging markets sovereign debt (PCY) are still priced above their 195-Day Exponential Moving Averages (EMAs). The following material is not available for publication elsewhere on the Internet. … [Read More...]

Risk Management of Portfolio

Will your portfolio survive a three sigma event that is likely to happen over the next ten years?  Check out this link to see a sample analysis. … [Read More...]