100 Level

HDR Sunset Photograph

A few days ago I was on the Oregon Coast to view an art exhibit.  That evening, as the sun was setting, I set up my camera on a tripod to see what would happen if I tried to create a High Dynamic Range (HDR) photograph.  The sky was very clear so I knew the sunset would not be anything special.  To create this photograph I took three images, one over exposed, one under exposed, and … [Read More...]

How To Protect Profits: Check Relative Strength Indicator

Protecting Profits After watching the market surge as it did this past week, how does one protect profits?  Answering this question is not easy and it will vary from investor to investor and even from account to account.  Below are possible answers to this vexing question. If you are a young investor with many years (10 or more) to go before retirement, do nothing. If you are … [Read More...]

300 Level

Top Twelve Stocks

Creme List The data table below lists the top twelve stocks for this week. I added three new companies to the database and one, Apple, made the elite group. No stock is priced to buy based on my analysis, although that is up to each investor to determine. No stocks were eliminated from the table, but several will be erased next week unless there are major changes in the rankings. … [Read More...]

QPP Analysis of ITA Risk Reduction Portfolio

Prices for all seven equity ETFs used in the ITARR model portfolio are not above their respective 195-Day Exponential Moving Averages (EMAs).  Nevertheless, it is useful to see what a Quantext Portfolio Planner (QPP) analysis looks like if this were the case.  In the first analysis, I use a projected return of 5.3%, which is in line with one of my recent blogs.  Then I show readers … [Read More...]

200 Level

Portfolio Performance: 2 March 2012

Most of the portfolios were either flat or lost a fraction of a performance percentage point this week.  The Newton and Bohr made small gains in a rather flat market. Portfolios that gained a little ground on the ITA Index, our customized benchmark, were; Kenilworth, Madison, and Gauss.  The Newton held even and the remaining portfolios fell slightly behind.  It is difficult, … [Read More...]

$100,000 Starter Portfolio

For prospective investors just beginning a portfolio, here is a sample based on the Momentum-Optimization Model (MOM).  MOM is discussed elsewhere on this blog.  Just search to full title or MOM to find this material. We first begin with a ranking of all the securities we might consider for our holdings.  This includes approximately 30 ETFs.  Most are commission free to clients of … [Read More...]

400 Level

Equity ETF “Delta Factor” Projections: Three & Five Years

What are the projections for Equity ETFs using three and five years of historical data?  The projections based on five-years of historical data spans the "Great Recession of 2008" while the three-years of historical data includes one of the better bull markets of recent memory.  With this historical context, we can almost visualize the projections for the following "Delta Factor" data tables.  … [Read More...]

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]