100 Level

QPP View of Twenty ETFs

Here is a QPP view of the twenty ETFs mentioned in the prior blog post.  I'll likely optimize these ETFs later.   … [Read More...]

Ten Biggest Investor Mistakes – # 8

  ITA Wealth Management Mistake #8:  Over confident and lacks patience.   Over confidence and lack of patience manifests itself in a number of ways. If you think you can beat the market by picking individual stocks, be very careful.  If you want to test your skills, set up two portfolios.  Use a passive approach with one and build it along the lines of portfolios … [Read More...]

300 Level

Bohr Portfolio Update: 5 January 2012

Shares of VTI and VWO were purchased this morning and additional limit orders are in place in an effort to bring the under-target asset classes back into balance.  Platinum members will note that emerging markets and international REITs are significantly under the target percentages.  I'm not in a big hurry to fully populate these asset classes with VWO and RWX as the ETFs are priced … [Read More...]

“Creme List” for 2 September 2011

Seventeen stocks made the "Creme List" this week.  There were major changes in the Point n Figure (PnF) graphs and that shook up the list more than usual.  However, no new stocks made the list, nor were any companies excised from the group. … [Read More...]

200 Level

Retirement Planning

Just a short note to all readers that this is a "must read" article on retirement planning. This Portfolioist article is along the lines of all "The Golden Rule of Investing" blog posts I've written in the past. … [Read More...]

Bohr Portfolio Update: 21 June 2011

Bohr Portfolio Review This being the Summer Solstice, it seems prudent to review another portfolio.  This time it is the Bohr Portfolio, one of the better performing portfolios.  A limit order is in place to buy RWX to fill in the International REITs gap.  I also have orders set to see some of the bond/income generators as that asset class is being pulled back to 5%.  Several … [Read More...]

400 Level

Bullish Percent Indexes: 16 August 2013

As one might expect, general decline showed up in both the Bullish Percent Indexes and sector BPI data.  There was one major exception among the sectors and I will get to that later.  We first examine the major indexes and then sectors of the market. … [Read More...]

All Bullish Percent Indicators Are Under Control of the Defense

This week not one Bullish Percent Index managed to move or remain in the hands of the offensive team.  The markets, be they broad or sector, succumbed to the downward trend and turned negative.  In several cases the numerical value of PnF graphs moved the dial out of the over-bought range.  This is something we have been anticipating for several weeks. This information is not available for … [Read More...]