100 Level

Precious Metals and European Crisis

Precious Metals React Badly to European Crisis In times of economic uncertainty, a wise investor would hedge their market bets with silver and gold in hopes of a future payday. They would either buy precious metals in bullion and coins or invest in stocks related to precious metals, like mining stocks. Historically, precious metals are considered "safe havens" when the stock market may … [Read More...]

“Swensen Six” Series Coming

Be sure to link to http://itawealth.com this coming week to read the three-part series on the "Swensen Six" portfolio.  To get you started on what the "Swensen Six" is all about, check out these three … [Read More...]

300 Level

“Holy Grail” Portfolio: A Revised Look

QPP Analysis of "Holy Grail" Portfolio While I hope to have the focus of this blog post show up on Seeking Alpha, here is an advanced look at what I've been working on for Platinum members. This is quite a strong portfolio based on QPP analysis. Platinum membership is available for $5.00 per month.  Help provide capital for individuals starting their own business in developing … [Read More...]

QPP Analysis of “Top 17 Stocks”

Selecting the recommended stocks from the 40 securities listed in a prior blog, here is the Quantext Portfolio Planner (QPP) analysis of those 17 stocks.  Included is the Correlation Matrix graph and for good measure, I threw in the "Delta Factor" projections.  Since there were fewer stocks than in the original analysis I was able to show all the correlations. QPP Analysis:  As in the prior QPP … [Read More...]

200 Level

Portfolio Performance Data: 5 August 2011

What did the recent negative market do to portfolio performance numbers?  We know the absolute IRR sank this last week.  What is less clear is how well did the portfolios perform with respect to the VTSMX and/or ITA Index?  Also, how well did the Sortino and Retirement ratios hold up?  The data table below provides some clues. In general the portfolios did quite well.  … [Read More...]

Should You Attempt To Pick Individual Stocks?

Should you be involved in selecting individual stocks or is this activity best left to other investors?  Two recent Seeking Alpha articles appeared on this subject and the links are provided below. "Five Ways You Can Excel at Picking Stocks" "Should Stock Picking Be Mostly Left To Professionals" When I read these articles, I was quickly reminded of an article I posted … [Read More...]

400 Level

Bullish Percent Indicator Update: 19 October 2012

Despite the poor market yesterday, not too much changed in the Bullish Percent Indicator world.  As Platinum members can see from the tables below, many of the sectors and/or indexes dipped in the number of companies showing positive BPI values (X's in the right-hand column), but few handed the ball over to the defense. … [Read More...]

ETF Rankings as of 24 July 2013

VCR moved IWN out of first place due to market movements yesterday.  While I do not hold full positions in DBC in any portfolios, I am paying attention to this commodity as it is showing strong momentum. … [Read More...]