100 Level

The Nine Rules of Investing from “Millionaire Teacher”

Another new book worth reading is Andrew Hallam's Millionaire Teacher.  The book is built around the following nine rules of investing.  I add my brief summary of each chapter. Rule 1:  Spend Like You Want to Grow Rich This chapter provides a glimpse into how Hallam turned down the screws of living and saved and saved and saved.  His personal experiences are classic … [Read More...]

Investing 102: Strategic Asset Allocation Planning

Investing 102 - The SAA Plan As a followup to Investing 101, where does one go after reading some verbal guidelines.  Read on.  Laying out a Strategic Asset Allocation (SAA) plan is high on the to-do list.  What is a SAA plan? An example is shown below in the Dashboard worksheet extracted from the TLH spreadsheet.  The arguments for such a plan is explained in some … [Read More...]

300 Level

Newton Portfolio Review: 9 August 2011

Review of the Newton Portfolio was moved forward as shares of VEU, VBR, VOT, and VOE were purchased last week.  Dividends also came in from EMB, TLT, BND, HYG, and TIP.  Below is the current Strategic Asset Allocation plan for the Newton.  The ETF additions were purchased in such small amounts that asset classes remain under target.  This is an intra-day Dashboard.  I … [Read More...]

Six “Mad Money” Stocks

Here are six stocks that qualify for "Mad Money" investments.  Do your own thorough research. These stocks are not for publication elsewhere. … [Read More...]

200 Level

Active vs. Passive Investing: Part 8

Section Eight of the Active vs. Passive article includes the following criticism of index investors. Some indexers claim superiority by simply dismissing the reported returns of active investors. They claim these investors do not know how to properly measure returns - either on a year's basis, or multi-year basis. But no proof is presented for this position other than personal anecdotes. … [Read More...]

Newton Portfolio Update: 7 February 2012

Once more it is time to update or review the Newton Portfolio.  Shares of RWX, VWO, VOT, and PCY were recently added to bring various asset classes into balance.  Most of the February dividends are included in this review.  As usual, the first order of business in any update is to go to the broker account and make sure all the latest transactions are recorded.  I've done … [Read More...]

400 Level

Suppose Today Was October 2nd

Suppose this was October 2nd instead of September 2nd and the alert is on for the Maxwell and Euclid portfolios.  It is time to fire up the StockCharts graphs for VTI, VEU, VWO, VNQ, and RWX.  Assume we are always going to include TLT and TIP in the portfolio.  Using VNQ as showing in the graph below, how do we interpret what move to make, assuming we were out of the market with … [Read More...]

Bullish Percent Indicators: 3 November 2012

A few more changes developed this past week in both index and sector Bullish Percent Indicators.  In some cases the market strengthened while in others it weakened.  As you look over the tables, ask yourself if you see any particular trends. … [Read More...]