100 Level

News From Recent Conference

Two days ago I returned from a conference in St. Louis.  Our hotel overlooked Busch Stadium where the St. Louis Cardinals were playing the Washington Nationals in the first playoff series.  Walking on the streets among the fans was a blast as everyone was in a good mood and it was easy to talk with strangers, particularly when I mentioned Tommy Herr, a former second baseman with the … [Read More...]

Madison Review: 5 June 2013

Since the last update a few shares of VNQ were sold out of the Madison portfolio.  Limit orders are in place to add to VTI as recommended by the momentum-optimizer spreadsheet.  Below is the efficient frontier graph and the current Dashboard for the Madison. Efficient Frontier:  The efficient frontier graph provides a quick look at how well the current portfolio is positioned with respect to an … [Read More...]

300 Level

New Feature To Be Added To ITA Wealth Management

A new feature or service will be added to ITA Wealth Management sometime over the next six weeks.  For those investors who choose to add individual stocks, such as high yield or "Piotroski stocks," a new analysis will be added.  This is software I use several years ago, but never included it in the ITA offerings. … [Read More...]

Smartest Portfolio You’ll Ever Own?

Below is a portfolio I extracted from Daniel Solin's recent book, "The Smartest Portfolio You'll Ever Own."  Before I run a QPP analysis on one of the suggest portfolios, let me point out that the BWZ ETF did not have a three-year record.  As a result, the following analysis runs for only 31 months.  Under current market conditions, my preference is to use 48 … [Read More...]

200 Level

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

Preparting for Retirement: A Financial Problem Demanding a Solution

Preparing for the financial aspects of retirement is reaching a crisis level in the United States - if articles and government statistics are close to truthful.  Here are a few sobering links to information about this growing problem. The End of the American Dream Americans Not Ready for Retirement Retirement ready--or not? It is difficult to advise someone to save if they … [Read More...]

400 Level

Bullish Percent Indicator Weekly Update: 22 September 2012

In the following tables we have the Bullish Percent Indicators for seven indexes and ten sectors.  As mentioned in a recent comment, I added the Dow Jones Transportation BPI to the list of indexes.  DJTA has one of the lower percentages or fewer companies with bullish PnF graphs.  Look over both tables and I think most Platinum readers will conclude with me that these markets are … [Read More...]

Balancing Risk Over A Ten ETF Portfolio

In response to a Platinum member, the following QPP analysis is set up in a manner to equalize risk across the different ETFs rather than set up a capitalization asset allocation.  Note that I am using a 56-month time frame as I wanted to span the last bear market while avoiding any short-record issues with ETFs that have not been in existence for five years. To come up with the percentages … [Read More...]