100 Level

Benchmark Requirements

What are the requirements for a proper benchmark? This issue comes up from time to time and I ran across it again in Richard Ferri's book, "The Power of Passive Investing." Here are the requirements, and I quote from his book. … [Read More...]

Rule #8 of Investing

Put off paying taxes until a later date is Rule #8. Permit your savings to grow tax deferred through your working life. If your employer will match savings in a 401 (k) or 403 (b) plan, do not leave any dollars on the table. For every dollar placed in a savings account, match that amount with every dollar you can muster. It is amazing how many workers do not take advantage of retirement plans set … [Read More...]

300 Level

Dividend Stocks for Adding to Core ETF Portfolios

Investors interested in adding a few highly selected individual stocks to their portfolio will find the following dividend aristocrats and "Piotroski" style investments of interest.  First, the dividend stocks.  … [Read More...]

QPP Analysis of Curie Portfolio

Curie Review: Part II Does the Curie need tweaking?  Is there a match between any of the under-target asset classes and ETFs that might be priced to buy? Taking the current ETFs and stocks held within the Curie, I did a copy and past of both the holdings and percentages and ran the following QPP analysis on the Curie.  It has been over three months since I last analyzed the Curie and it … [Read More...]

200 Level

Portfolio Performance Data for 21 Portfolios

Portfolio Performance The data table below is incomplete as I am still working through all the dividends thrown off in the second quarter.  As I balance more portfolios with the June 30th statements I will be entering new data.  Be sure to refresh your browser when you land back on this page as new data will likely show up.  Portfolios tracked by Captool will have a 6/30/2011 date … [Read More...]

Kenilworth Portfolio Review: 11 November 2011

Portfolio review time is here again for the Kenilworth.  As usual, we first examine the Dashboard to see which asset classes need attention and why.  Below is the worksheet extracted from the TLH Spreadsheet. … [Read More...]

400 Level

Condition of Critical ETFs and The ITA Risk Reduction Model

When a portfolio is coming up for ITARR review or examination, I begin to check on the eight critical ETFs used to populate the portfolio.  Those eight ETFs are: VTI, IWN, VEU, VWO, VNQ, RWX, DBC, and PCY.  The next move is to activate SharpCharts to see where the price of the ETF is positioned with respect to the 195-Day Exponential Moving Average (EMA).  If nothing changes over … [Read More...]

Suggested Portfolio

A Platinum member sent in the following portfolio for a Quantext Portfolio Planner (QPP) analysis and evaluation.  In the following screen shots, readers will see the tickers, percentages allocated to each, the QPP analysis, and a three-year look at the "Delta Factor" projections.  For the following QPP analysis, I used three years of historical data and assumed the S&P 500 … [Read More...]