100 Level

Another Six Asset Class Portfolio

Photograph: Grill of a Delahaye sedan photographed at the Mullins Automotive Museum in Oxnard, CA The screen shot below shows the analysis of a six asset class portfolio.  TLT, BSV, HYG, and TIP ETFs all fall into the bond/income asset class leaving VTI, VEU, VWO, VNQ, and DBC to represent individual asset classes. While this portfolio is superior to many recently posted, it still falls … [Read More...]

Return and Risk Relationship

What is the relationship between return of a portfolio and the associated risk involved? Quoting from an “Active vs. Passive” paper I found in my files. “High potential returns always involve high potential risks. There are no low-risk/high-return investments. Investment risk comes in many forms but, to most investors, risk means the potential for losing investment capital and … [Read More...]

300 Level

Playing Defense With The “Holy Grail” Portfolio

While there is no such thing as a "Holy Grail" portfolio, humor me for a few minutes and think of this simple seven ETF portfolio as a sound basic portfolio. The purpose of this post is to test how one might play portfolio defense and when is such a move necessary.  First, we take a look at the current QPP analysis for this seven ETF portfolio. Platinum membership is available for … [Read More...]

Walking Investors Through Kepler Update

We begin the review of Kepler by examining the Dashboard.  The Dashboard is one of the critical worksheets found inside the TLH Spreadsheet, our portfolio tracking software program.  Several asset classes are out of balance and we will begin to make adjustments based on information found later in this blog post. Kepler Dashboard:  Depending of the optimization that is to follow, I expect to see … [Read More...]

200 Level

Portfolio for 30-Year Old

If you are between the ages of 25 and 35, you might find this analysis of interest.  I submitted this article to Seeking Alpha yesterday. Later this morning I look for an update of the Curie Portfolio. If this were the end of the month instead of the Winter Solstice, we would be taking out full positions in VTI, IWN, and VNQ.  Obviously, the U.S. market is performing much better than … [Read More...]

Portfolio Performance Data: 2/16/11

Portfolio Performance Data Table When looking over the following data table, note when the portfolios were last updated as not all are current as of 2/16/11.  Portfolios tracked by Captool are only updated at the end of the month. As one looks down column 7 or the column of data measuring the difference between the IRR value for the portfolio and the IRR measurement for the ITA Index, one … [Read More...]

400 Level

Bullish Percent Indicators Show A Few Changes

Several indexes and one sector showed weakness this week.  Nevertheless, many markets are still reading above 70% or are positioned in the overbought region.  … [Read More...]

Checking Up On ITARR Indicators

For those investors who are either following or implementing the ITA Risk Reduction (ITARR) model, here are the latest results for the following critical ETFs:  VTI, IWN, VEU, VWO, VNQ, RWX, TIP, TLT, PCY, DBC, and GTU.  Only TLT, DBC, and GTU were priced below their respective 195-Day EMA when checked earlier this morning.  The relative positions can change so here is a link you may wish to … [Read More...]