100 Level

Passive – Active Investing Reviewed

Investors interested in knowing why I prefer taking a Passive-Index approach to investing will find this article of interest.  I do want to amplify one point I did not go into in the article. I mentioned the negative of not having complete control over Social Responsible Investing.  A few years ago I went through a detailed analysis of finding where several hundred "sin … [Read More...]

Downsides to ETFs

  ETF Negatives   There are a few, but not many, negatives to working with ETFs. A broker is required to purchase and sell ETFs.  I use TDAmeritrade and it costs me $7.00 to purchase and $7.00 to sell ETFs.  Now 101 ETFs are commission free with TDA. Therefore I generally deal in blocks of 100 shares or more.  This is done to keep commissions to a low percentage of … [Read More...]

300 Level

Einstein Portfolio Update: 2 January 2012

The following Dashboard shows the asset allocation plan for the Einstein Portfolio.  This worksheet and the following performance slide include all dividends from 2011.  With the available cash, I expect to put all the under-target asset classes in balance within a few weeks.  I have several limit orders in place for the under-target asset classes. … [Read More...]

Optimization-Momentum and QPP Analysis of Schrodinger: Part 1

Even though it is not time to update the Schrodinger, I am using it this Memorial Day (was called Decoration Day when I was a kid) to illustrate the OM Model.  Let me state immediately that I don't have a clue what the QPP analysis will project when the assets are optimized.  Wait and see what comes out of this analysis. I'll first start with the optimization-momentum model where I am using the … [Read More...]

200 Level

QPP Analysis of Swensen-Faber Merged Portfolio

Merging ideas from the "Swensen Six" and "Faber Ten" portfolios has the potential to generate a wide array of asset allocation plans.  In the following example I am sticking with the general percentages allocated to the broad asset classes, as recommended by David Swensen, but you will see that I am adding asset classes as suggested in the "Faber Ten" portfolio. … [Read More...]

Sample Portfolio For Thirty (30) Year Old Investor

The following portfolio was passed on to me by a Platinum member as an example of a Strategic Asset Allocation plan for a thirty year-old investor.  Nine ETFs are used in this portfolio and many of the investment securities are familiar to ITA readers.  In fact, all nine Exchange Traded Funds can be found in one or more portfolios with exception of RWO.  RWO is a global real estate … [Read More...]

400 Level

Delta Factor Projections for International ETFs

Nearly two months ago I published "Delta Factor" projections for a wide array of international ETFs.  Using data from the last three years, what are the current projections and of those showing a Buy opportunity, which are most promising to grow over the next six to twelve months.  The data table makes for a colorful array of options. … [Read More...]

Seasonal Timing Strategy Update

Now that May is not far away articles and blog posts are springing up around the adage:  "Sell in May and go play" or "Sell in May and go away."  That is, play or stay out of the market until after Halloween.  I've written about this seasonal timing model myself, but is there anything to it?  After all, is the market not efficient?  If you Google Seasonal Timing Strategy a long list of articles … [Read More...]