100 Level

Move Out of Actively Managed Mutual Funds – NOW!

Whether you are holding actively managed mutual funds as a result of your own decisions or are locked it through your companies saving plan, do everything possible to extricate yourself from these funds and move into non-managed index funds or non-managed ETFs.  If you are not sure why I pass on this advice, you only need to read Richard A. Ferri's book, The Power of Passive … [Read More...]

Swensen Six and Faber “Ivy Ten” Portfolios

Two model portfolios to consider using are those recommended by David Swensen, chief investment officer of Yale University and author of Unconventional Success, and Mebane Faber, portfolio manager at Cambria Investment Management and co-author of The Ivy Portfolio.  While Faber's book focuses on Ivy League portfolios, there are differences in the make up of the portfolios recommended by … [Read More...]

300 Level

Newton Portfolio Update: 12 October 2012

Fifty years ago today, Oregon suffered what is now known as the Columbus Day Storm.  Fortunately, the weather is close to normal for this time of year and the Newton portfolio reflects that normality.  When I first updated the portfolio this morning, I noticed it contained $20,000 more dollars than were supposed to be in the account.  After searching the brokerage account I realized … [Read More...]

“Creme List” for 12 August 2011

Earlier today I thought I might need to scrap the "Creme List" or at least replace it with a different set of screens and evaluation tools as one of the key databases went through some revisions.  Fortunately, not only did I find the data I needed, but I found new useful information that I coded into my "Watch List" spreadsheet.  Information such as the Financial … [Read More...]

200 Level

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

“New Normal” Portfolio With Risk Reduction Allocation Plan

Following up on the risk adjusted Ten ETF Portfolio analyzed yesterday, what does the "New Normal" group of stocks and ETFs look like when the same risk management algorithm is applied.  In this analysis I was able to stretch the historical period out over five-years.  The percentage allocated to the different stocks and ETFs look reasonable when the low variance BND ETF is not … [Read More...]

400 Level

ITARR Style Portfolios: What Next?

Now that we are near the end of the month, what are the plans for the Maxwell, Euclid, and Madison portfolios?  A price check this morning show all seven basic ETFs are well under their 195-Day EMAs.  Should this continue until November 30th, and I expect that to be the case, we will not make any changes in these three portfolios even though we do hold partial positions in VTI, IWN, IGE, … [Read More...]

“Delta Factor” Changes Over Last Week

How are the "Delta Factor" projections altered after a positive week in the market?  To answer this question, I listed many of the ETFs used in various portfolios and ran the analysis for two different time frames.  The first screen shot shows the Delta and Delta Factor from 10/3/2007 through 10/3/2011.  The second screen shot captures the data from 10/10/2007 through … [Read More...]