100 Level

Professionally Managed Portfolio vs. Self-Managed Portfolio

Managed Index vs. Self-Managed Portfolio   The following material is not available for publication elsewhere on the Internet. I suspect many of us consider finding a good financial advisor to manage our portfolios so we have one less chore to attend to.  Others get enjoyment managing their assets.  I’m trying to manage my portfolio so my spouse, who takes no interest in … [Read More...]

Seeking Alpha Articles

Over the last few weeks I've been writing a few articles for  Seeking Alpha and they have pulled a few blog posts off this site.  In case you missed any of these articles, here are the links. Emerging Market Countries: Properly Priced Probabilities Portfolio Risk: Is It Worth Taking a Chance? Stress Testing Retirement Portfolio: Will It Last? A 10 … [Read More...]

300 Level

“New Normal” Three-Year Risk Reduction Analysis

In the prior blog entry I used five years of data for the QPP analysis of the "New Normal" portfolio when the allocated percentages were based in equal risk rather than allocating assets according to capitalization.  In this QPP analysis I use three years of data instead of five. This blog entry is not for publication elsewhere on the Internet. … [Read More...]

Kepler Portfolio Review: 24 October 2011

Once more it is time to update the Kepler Portfolio.  Platinum members can see the Dashboard worksheet showing the asset allocation plan in the following screen shot. Note that both the Sortino and Retirement ratios are slightly negative.  The Internal Rate of Return (IRR) for the Kepler is trailing the VTSMX benchmark by 0.3%.  We should be able to make that up if and when the … [Read More...]

200 Level

Requesting Yield To Exceed 3.0%

This morning I had an article published over on Seeking Alpha.  One reader requested what would happen if one of the constraints was to seek a yield of 3.0% or higher.  Below is the Optimization Analysis that meets this request when using the 16 ETF portfolio. The add link function does not seem to be working this morning so below is the URL to the SA … [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...]

400 Level

Playing Defense With The “Holy Grail” Portfolio

While there is no such thing as a "Holy Grail" portfolio, humor me for a few minutes and think of this simple seven ETF portfolio as a sound basic portfolio. The purpose of this post is to test how one might play portfolio defense and when is such a move necessary.  First, we take a look at the current QPP analysis for this seven ETF portfolio. Platinum membership is available for … [Read More...]

Monthly Review of Gauss Portfolio

Reviewing the Gauss Portfolio this month is a bit different since I made some tactical asset allocation changes.  If you examine the Dashboard (extracted from the TLH Spreadsheet) you will note a few changes.  As a result of the changes, the asset allocation plan appears to be a bit "bloody."  That should change by next month as I have a number of limit orders in place … [Read More...]