100 Level

Equity Markets: Overbought or Oversold?

Market Condition It is not unusual to be asked, is this a good time to purchase stocks, index funds, or ETFs? Is the market over valued or under valued? While there are always individual stocks in either camp, the question today is a broad market query. One indicator I use to answer the question is the Relative Strength Indicator (RSI) graph for the Vanguard Total Market Index ETF, VTI. Below is … [Read More...]

Ten Investment Ideas for Millionaires

Whether one is a millionaire or a beginning investor, here are ten investment ideas for serious consideration. Live below your means and save the difference. Become your own investment advisor and save the fees. Use no-load index funds or non-managed index ETFs to populate your portfolio. Develop an investment plan even though it will continually change over a lifetime of … [Read More...]

300 Level

Suggested Portfolio

A Platinum member sent in the following portfolio for a Quantext Portfolio Planner (QPP) analysis and evaluation.  In the following screen shots, readers will see the tickers, percentages allocated to each, the QPP analysis, and a three-year look at the "Delta Factor" projections.  For the following QPP analysis, I used three years of historical data and assumed the S&P 500 … [Read More...]

Curie Portfolio Update: 4 January 2012

All the portfolios need to be reviewed after the fourth quarter dividend distributions.  The Curie is no exception.  The cash from the dividends will be used to bring some of the under-target asset classes back into balance.  There are quite a few asset classes that need attention as viewers can see from the following Dashboard.  We use the Dashboard as a way of displaying 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...]

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

Delta Factor and Stocks of Interest

Out of curiosity, I wanted to see what the "Delta Factor" would tell us for a group of stocks that show up with a "Buy" signal on my Watch List or 150 stocks.  Without a lot of comment, below is a list of stocks that are priced for purchase based on the pricing models I use within the Watch List.  Extracting only those stocks, I ran them through the "Delta … [Read More...]

Reducing Risk Model Review: Where Are The ETFs Positioned Mid-Morning Friday June 22nd?

Market action this week moved a number of ETFs into the sell zone.  REITs (VNQ and RWX) and emerging markets sovereign debt (PCY) are still priced above their 195-Day Exponential Moving Averages (EMAs). The following material is not available for publication elsewhere on the Internet. … [Read More...]