100 Level

Solving Investment Problem #4: Fear of losing money.

The fear of losing money once it is invested in the stock market is quite natural.  Investing in the market from early 2000 through early 2009 was a particularly volatile period and not one to inspire investor confidence.  The alternatives to building adequate savings for retirement are limited.  Banks are paying zero to very little interest.  CDs are also generating low … [Read More...]

“Ten” Ivy ETF Portfolio

Ivy 10 Portfolio As you read through this 10-ETF portfolio, you may want to toggle back and forth between the latest analysis and this analysis I finished approximately four and one-half months ago. When I last analyzed the Ivy 10, little was gained by moving from five to ten ETFs. That is still the case.  In the 10-ETF portfolio, there are not ten different asset classes.  In my … [Read More...]

300 Level

Piotroski Stock Update: 4 January 2013

Nearly two weeks transpired since I last posted data on the "Piotroski Stocks."  This morning I downloaded the latest information and only four companies out of nearly 10,000 passed the High F-Score screen of eight or higher.  Those stocks are as follows. The following information is not available for publication elsewhere on the Internet. … [Read More...]

Feynman Portfolio Study: Part 5

In Part 5 of the Feynman Portfolio Study I describe a method of "ranking" the assets in the Feynman Portfolio Asset List based on "Momentum". This results in a measure of  the "Relative Strength" of each asset. Platinum members and regular readers of this Blog will be familiar with the spreadsheets used in the analysis since Lowell uses them regularly. Top "ranked" assets are then chosen for … [Read More...]

200 Level

Monte Carlo Retirement Calculator

Have any readers heard the example of saving $2,000 per year starting at age 19, and only saving for eight years?  Assuming a return of 10% a year, how much will this individual have at age 65?  Then we take another investor who begins saving $2,000 per year on the year the first investor stopped.  The second investor also is fortunate enough to earn 10% per year.  Keep in mind … [Read More...]

ITA Portfolio Performance: 28 January 2012

What a great week for the eleven ITA Wealth Management portfolios!  All showed both absolute and relative positive performance returns.  Every portfolio gained ground on the VTSMX benchmark.  The simple reason is due to rising prices in developed international markets (VEU), emerging markets (VWO), and international REITs (RWX).  In other words, our globally diversified … [Read More...]

400 Level

Point & Figure Scaling: Why Use Percentage Instead of Traditional Option

A situation arose this morning regarding whether X's or O's are showing up in the right-hand column of the Vanguard's emerging market ETF, VWO.  If the scaling is set to 'percentage' O's are found in the right most column.  However, if the scaling option is set to 'traditional,' X's show up in the right-hand column.  Which is preferred?  To … [Read More...]

Reference Portfolio Analyzed

Using an array of ETFs, primarily commission free with TDAmeritrade, I ran a Momentum-Optimization Model (MOM) analysis for the purpose of showing new and experienced investors how the MOM can be used  to manage a portfolio.  Not everyone will be interested in this model as it does require more monitoring than the buy and hold approach. Consider MOM to be one level up in sophistication as … [Read More...]