100 Level

Investing 101

It is so easy to get down into the gears of investing and lose sight of the big picture.  Pulling back from portfolio management, necessary as that is, and laying out the long-range picture of investing is essential from time to time.  That is the situation today, so here are some fundamentals to investing. Follow "The Golden Rule of Investing" by saving as much as you can … [Read More...]

Risk Management of Portfolio

Will your portfolio survive a three sigma event that is likely to happen over the next ten years?  Check out this link to see a sample analysis. … [Read More...]

300 Level

TLH Spreadsheet Assistance

TLH spreadsheet users who also are using the ITA Index capabilities of the spreadsheet will find this video/audio clip of use in adding the International REITs to the calculation. … [Read More...]

Kepler Portfolio Update: 2 February 2012

Kepler Dashboard:  The following Dashboard screen shot shows the Kepler Portfolio is moving closer and closer to a fully balanced position.  More shares of RWX were added this morning and two limit orders are in place to buy more shares.  I am running low in cash so International Bonds will need to wait for dividends or an infusion of new cash.  The owner of this portfolio is … [Read More...]

200 Level

Asset Allocation and Benchmarking Portfolio

A few days ago I read the following comment.  I did not question the reasoning behind this statement.  "Calculating return is relatively pointless if you are investing in indices." While the point of not calculating the portfolio return may make sense for the investor who selects one or two broad index funds for their complete portfolio, it lacks sound reasoning for … [Read More...]

Portfolio Performance: 1 April 2011

Below is the Performance - Uncertainty data table for April 1, 2011.  In the process of updating the table, I focus on the changes in Sortino Ratio (SR) and Retirement Ratio (RR) as those values combine both return and uncertainty for each portfolio.  Since the last update, four (4) portfolios showed gains in the Return/Uncertainty ratio while three (3) showed losses and three (3) came … [Read More...]

400 Level

Euclid Portfolio Review: 13 April 2012

Tomorrow I will take a careful look at the relative positions between the prices of the eight critical ETFs and their respective 195-Day EMAs.  Here is the current Dashboard for the Euclid and if any sales are required, an update of the Dashboard will be posted next week. … [Read More...]

ITA Risk Reduction Model Positions

Investors following the ITA Risk Reduction model are currently in "neglect" mode.  This simply means we are not trading any commission free ETFs, but we are watching the price action of several key markets.  Let's focus on two REITs to illustrate this point.  In our portfolios we include both domestic (VNQ) and international (RWX) REITs.  In the following graph we … [Read More...]