100 Level

Grand Tetons – Yellowstone – Glacier: A Slide Show

Make sure your subwoofer is working and all programs shutdown so you can view this YouTube slide show of my recent photographic trip to Wyoming and Montana.  Here is the link to the show.  Enjoy. http://www.youtube.com/watch?v=UYu3vqDpFiA&sns=fb If you enjoyed this show of the Grand Tetons, perhaps you also have an interest in Bryce Canyon, Zion National Park, and the Arches.  Check out … [Read More...]

Lost My Spouse – Part II

Now that you know where the investment records are kept and all the security information is identified, what do you do now?  If the portfolio is set up as recommended on this blog, you will not need to do anything for at least a year.  At a time of loss, investment decisions are not something anyone wants to confront. Examine the table below and familiarize yourself with the different … [Read More...]

300 Level

Curie Portfolio Update: 5 November 2011

Last week was the scheduled time for the Curie Portfolio update, but I was on a scenic road trip visiting the Redwoods of Northern California, Lassen National Park, and Lake Tahoe.  It was a beautiful drive and I will be sharing some photographs over the next few weeks.  Now it is time to get back to work.  Slowly, I will bring the Portfolio Performance data table up to date.  … [Read More...]

Portfolio for 25-Year Old: The Positives and Negatives

As a followup to William Bernstein's e-book, "The Ages of the Investor," what might a portfolio look like for a 25-year old investor?  The following portfolio is built around 15 ETFs that cover the U.S. Equities market, developed international markets, commodities, emerging markets, both domestic and international REITs, sovereign debt, bonds, and treasuries.  In other words, we are diversifying … [Read More...]

200 Level

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...]

8 Dividend Stocks Supercharge the Swensen-Six Portfolio

Eight dividend aristocrats added to the "Swensen-Six" Portfolio boost return, increase yield, without doing extensive damage to the portfolio volatility. The following screen-shots show the original "Swensen" portfolio, a supercharged version, the correlation matrix for the supercharged portfolio, and the "Delta Factor" projections for the supercharged portfolio when … [Read More...]

400 Level

Risk Reduction With Maxwell Portfolio

Bringing Maxwell on to New Schedule Using the new examination schedule, the Maxwell Portfolio will undergo a look at market close to see if any changes need to be made in the ETFs that make up this portfolio.  Since I went through this process at the end of December I don't anticipate any changes.  The purpose of this post is to bring the Maxwell into the new examination … [Read More...]

One Added Wrinkle to the ITARR Model

One change I plan to make in the ITA Risk Reduction (ITARR) model is the following.  When an ETF is out of the buy zone (priced below its 195-Day EMA), instead of waiting for it to cross from below to above the 195-Day EMA, pay attention to the Relative Strength Indicator.  Take a look at the following example. … [Read More...]