100 Level

Rule #4 of Investing

When we get up this high in the numbering system, to use the word Rule sounds a tad stiff or rigid. It might go down a bit easier if one were to think of Rule #4 as a suggestion or guideline. Regardless, this next idea builds off Rule #3 of building a portfolio. In the first two rules we determined the importance of saving and staying disciplined with our program. Now we need to know what to do … [Read More...]

Optimizing Dividend Stocks

Here is my optimization analysis on a 12-Dividend portfolio made up of individual stocks.  It might be interesting to look at a portfolio made up of 20 to 30 individual stocks. I like the 9.0 projected return and the high Return/Risk ratio.  A yield of 2.7% is also quite respectable. Do these results match others who are using this optimizer in conjunction with the QPP software? … [Read More...]

300 Level

Managing Portfolio Uncertainty: How Does It Work?

In an effort to improve performance results and reduce portfolio volatility, a Tactical Asset Allocation (TAA) plan has been activated for both the Maxwell and Euclid portfolios.  Checking the latest Portfolio Performance data table, we see these two portfolios are trailing the VTSMX benchmark, an unacceptable condition.  Keep in mind this is an extreme strategy, but it is based on … [Read More...]

Euclid Portfolio Update: 14 February 2013

Happy Valentine Day In addition to this being Valentine's Day, it happens to be the fifty birthday of ITA Wealth Management.  And why do you not find five years of archived blog posts available?  It so happens that the server where my blog was housed was hacked several years ago by someone in Sweden and the material could not be recovered.  In fact I needed to start over twice.  I now have the … [Read More...]

200 Level

Portfolio Performance Data: 3 February 2012

Portfolios gained ground on an absolute scale, but most gave back the relative gains of last week when compared with the VTSMX benchmark.  Several portfolio held even with the VTSMX and three, all Risk Reduction model portfolios, gained a few tenths of a percentage point. Investors following the Risk Reduction model may be interested in examining level two as explained in this Seeking Alpha … [Read More...]

Setting Up a Dividend Oriented Portfolio for Retirement

A number of months ago I came across advice from a Certified Financial Planner (CFP) that peaked my interest.  Using the data as given, what are the projections if one uses the Quantext Portfolio Planner (QPP) for the analysis?  Are the results similar to those posited by the CFP?  To answer the question, I set up a dividend oriented portfolio made up of fifteen ETFs.  Without … [Read More...]

400 Level

Bullish Percent Indicators: 1 February 2013

While several sectors showed some weakness this week, our primary index (NYSE) moved up slightly.  The data tables are shown below. The following material is not available for publication elsewhere on the Internet. … [Read More...]

Retirement Portfolio: Part Four

Part four in this series of blogs on retirement confines the portfolio to ten critical ETFs.  Before I go further, let me point out to Platinum readers that this is a new Excel™ spreadsheet that comes from Peter Hoadley of Australia.  I am new to this spreadsheet and as readers can see, I do not have the correct entries for all the "Asset Groupings." The critical ETFs are:  VTI, IWN, VEU, VWO, … [Read More...]