100 Level

Vivaldi Sacred Music: CD Recommendation of Week of 17 March 2013

If you go to Amazon and request Vivaldi Sacred Music you will come up with a vast array of music options, most of them rated four and five stars.  I needed to do a little more searching to find the particular CD I have and here is the link.  Here is a second recommendation.  Some of this sacred work is not all that easy to find, so do some searching and try to find recommendations.  As I recall, … [Read More...]

Gordon Equation: What Is It Projecting?

Gordon Equation "If one of life's secrets is ... keep your head when all those around you are losing theirs, then the Gordon Equation is the collar that will keep it there." - William J. Bernstein. When discussing the Gordon Equation, we do not want to confuse the simple investment equation with the Klein-Gordon physics equation.  A Google search for the Gordon Equation will … [Read More...]

300 Level

Bohr Portfolio Update: 21 May 2012

Due to missing a recent purchase of PowerShares Emerging Markets Sovereign Debt (PCY), the performance of the Bohr Portfolio is actually a bit higher than reported in the recent Portfolio Performance post.  I call the Emerging Markets Sovereign Debt an International Bond asset class.  The purchase was only five shares, or a minor investment just to set up a new asset class for this … [Read More...]

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...]

200 Level

Why The Preference For Index Vehicles?

Why build portfolios using index investment vehicles such as index mutual funds or non-managed index ETFs instead of selecting individual stocks? An excellent question since the majority of individuals construct their portfolios using stock selection. Stock selectors are active investors as they hold the belief that through brains, stock analysis, technical analysis, or some other art form, they … [Read More...]

Retirement Requirements: Stress Testing the Gauss Portfolio

Assume you are using the Gauss Portfolio asset allocation plan for your retirement portfolio and you want to know if you can survive a three sigma event just prior to retirement.  The provided link or the Dashboard shown below lays out the Strategic Asset Allocation plan for the Gauss.  What is required in the way of savings for a 40-year old who has only saved $100,000 thus far and expects to … [Read More...]

400 Level

Euclid Review: ITA Risk Reduction Model

Here we are on the 12th of March and it is once more time to examine the Euclid Portfolio.  Platinum members are aware that the Euclid Portfolio is one of the portfolios where all the transaction details are not made public.  However, it is one of the portfolios where I am using the ITA Risk Reduction model.  New members can check out the link to see what the ITARR is all about. We … [Read More...]

Bullish Percent Indicators: 28 September 2012

The broad market decline showed up in a number of the indexes and sectors as Platinum readers will see in the following data tables.  To check these results, be sure to set the BPI graphs to calculate percentage changes, not the traditional setting. … [Read More...]