100 Level

Developing a Strategic Asset Allocation Plan

The “Golden Rule of Investing” is to save as much as you can as early as you can.  That simple guideline is fundamental to any investment plan and it is critical to know why the word early is so important.  What comes second (portfolio planning) is also important, but it cannot be implemented unless one has saved money for investing. In this post, we assume the reader has a … [Read More...]

Why The Next Twenty Years Will Not Likely Repeat The Market From 1982 – 2000

Investors who participated in the Great Bull Market from August of 1982 through March of 2000 are not likely to witness a repeat of that market for another two decades, if not longer.  Why the pessimistic position?  Here are the reasons as I see them. Demographics:  With 10,000 "boomers" retiring each day, downward pressure is placed on stocks as retirees withdraw … [Read More...]

300 Level

Abbott Laboratories (ABT): Supercharge Your ETF Portfolio

Abbott Labs is one of the stocks I used as an example of how one might supercharge a portfolio made up of non-managed index ETFs.  What is the outlook for ABT when analyzed in isolation?  Platinum members will find such an analysis below.  I am using Better Investing's Stock Selection Guide for this analysis and the data comes from the American Association of Individual Investors … [Read More...]

Portfolio Performance: 25 February 2011

Photograph: Harvest in the Sacred Valley of Peru with Andes in the background. Portfolio Performance Since posting the last performance table, the February 25 update shows nearly all portfolios gaining ground on the benchmarks.  Several of the larger portfolios also exhibited an increase in both the Sortino and Retirement Ratios.  It seems as if the portfolios are structured to show … [Read More...]

200 Level

Beginner’s Portfolio

If just starting out as an investor, the following portfolio is a slight modification from the Faber-Richardson Ten Portfolio as published in their book, The Ivy Portfolio.  I replaced GSG, a commodity ETF with a gold ETF, GTU.  Instead of VB, I inserted IWN which provides a value tilt to the portfolio. This material is not available for publication elsewhere on the Internet. … [Read More...]

“Decade” Portfolios

Age Appropriate Portfolios Several weeks ago a reader wrote and asked me if I had "age oriented" portfolios on the blog.  While those were not the exact words, the question was designed to extract more precise portfolio direction than descriptions such as Einstein, Bohr, and Schrodinger.  Rather than build portfolios around high growth or conservative yield, I chose to go with … [Read More...]

400 Level

Bullish Percent Indicators: 8 February 2013

Platinum members will note the market strengthened this past week.  How long can this continue?  I have no answer to that question.  Check out both index and sector screenshots.  There is one anomaly Staples) I will attempt to explain. … [Read More...]

Bullish Percent Indicator: A Summary

As the summer months approach and we enter the "dog days" of the stock market, we want to be vigilant with respect to market moves.  Particularly moves to the downside as we are interested in reducing portfolio risk.  The following seven basic rules as they relate to the Bullish Percent Indicator are among those we will keep in the forefront of our thinking. … [Read More...]