100 Level

QPP View of Twenty ETFs

Here is a QPP view of the twenty ETFs mentioned in the prior blog post.  I'll likely optimize these ETFs later.   … [Read More...]

Advice for a Beginning Investor

This week I met a woman (I'll call her Rose) who was asking for investment advice.  Rose is new to investing and wanted to know how she can begin investing in the stock market.  Here is the advice I passed on and if other readers want to add to this basic advice, post your ideas in the comments section associated with the blog entry. 1.0  Open up an account with TD … [Read More...]

300 Level

Curie Portfolio Review: 29 November 2011

These portfolio reviews roll around faster than one might expect and this morning is the time to reexamine the Curie Portfolio. Checking over the Dashboard (worksheet from inside the TLH Spreadsheet) is the first order of business.  Readers will quickly see that this portfolio needs some attention.  I've yet to make a firm decision on whether to continue allocating any percentage to … [Read More...]

Pfizer: An Analysis

One of the stocks recommended by a Platinum member for analysis was Pfizer (PFE).  Pfizer is one of those companies many investors hold as a cornerstone stock.  Similar to JNJ and PG, PFE is a mega-cap stocks so we don't expect to witness unusual growth over the next few years.  These very large cap stocks tend to grow or shrink with the general economy, and that is what you will see in the … [Read More...]

200 Level

Maximizing The Return/Risk Ratio

I spent much of the morning working on optimizing numerous sets of ETFs until I came up with the following array of investments.  This sample portfolio consists of the ETFs used in many ITA portfolios.  Knowing that individual stocks bring diversity to most portfolio, I "Googled" for the five highest yielding dividend aristocrats.  To make sure I have the top five, I would need to confirm with … [Read More...]

Portfolio Performance: 16 December 2011

This is the first showing of the new truncated performance data table.  While the portfolios took a hit as the market declined over the last several weeks, this latest update showed relative improvement when portfolios are measured against the ITA Index, a custom benchmark, and the VTSMX benchmark.  Portfolios reveling the greatest gains were: Curie, Kenilworth, Euclid, and … [Read More...]

400 Level

Pre-Examination of Maxwell Portfolio

Tomorrow is the examination date for the Maxwell Portfolio, one of the ITA Risk Reduction model candidates.  The asset allocation plan (Dashboard will be available tomorrow) for the Maxwell is a little different than it is for "mainstream" portfolios such as the Newton, Euclid, and Schrodinger.  The allocation plan is skewed toward small-cap value and emerging markets.  … [Read More...]

Faber – Richardson “Ivy Model” Review

In response to a recent question, allow me to review the Faber - Richardson model as described in their book, "The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets."  The ITA Risk Reduction model focuses on the "Avoid Bear Markets" part of the Faber book. Here are the basic Faber - Richardson rules one can use with any portfolio.  Investors … [Read More...]