100 Level

QPP Projections: 2007 – 2010

Readers following the comments section of this blog, you will note that Bob W. offered to send me a spreadsheet of Quantext Portfolio Planner (QPP) projections of a portfolio I presented recently.  Below is a screen shot of Bob's spreadsheet. Register as a Guest to see the worksheet. … [Read More...]

Index Investing Puzzles

Check out this interesting article titled, "The Weighting Game, and Other Puzzles of Indexing."  Here are the opening two paragraphs. "If we had hosted a panel discussion about active and passive investing 15 years ago, we would have titled it: "Indexing, Does It Make Sense, and If So, Why?" The burden of proof would have lain at the feet of the indexers. That's … [Read More...]

300 Level

Portfolio Review of the Kepler: 23 September 2011

The Kepler Portfolio was launched near the end of the last major bear market and is therefore a relatively new portfolio.  Even so, it is fully funded with small contributions added each month.  Platinum members have access to the spreadsheet upon request.  As usual, we begin with a look at the Dashboard, the worksheet that is found inside the TLH Spreadsheet. … [Read More...]

Portfolio Performance Data – 29 April 2011

While this was a good week for all portfolios in absolute terms, relatively speaking, nearly every portfolio lost ground to one or more of the benchmarks.  Advances from last week were essentially wiped out this week.  When the market is in a strong bull phase as is now the case, it is difficult for a broadly diversified portfolio to keep up with U.S. equities and that is what we saw … [Read More...]

200 Level

Retirement Portfolio: A Possible Asset Allocation

Beginning with 100 shares in each of 40 ETFs, the Efficient Frontier and Buy-Hold-Sell recommendations are presented for a portfolio with constraints set to tilt the asset allocation toward bonds and more conservative investments. This information is not available for publication elsewhere on the Internet. Efficient Frontier:  Allocating 100 shares to each ETF sets up a portfolio that is … [Read More...]

Bohr Portfolio Update – 16 August 2011

August activity in the Bohr Portfolio includes purchases of RWX, VOE, and VEU.  All were small additions to bring the asset class percentages into closer alignment with the target goals.  Dividends for PG, BND and TIP provided a few dollars in cash.  Limit orders for DVY and VTV are in place to pull up Large-Cap Value, the one asset class that is under target.  Were I to use a … [Read More...]

400 Level

Suppose Today Was October 2nd

Suppose this was October 2nd instead of September 2nd and the alert is on for the Maxwell and Euclid portfolios.  It is time to fire up the StockCharts graphs for VTI, VEU, VWO, VNQ, and RWX.  Assume we are always going to include TLT and TIP in the portfolio.  Using VNQ as showing in the graph below, how do we interpret what move to make, assuming we were out of the market with … [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...]