100 Level

Aristotle To Use VTI/TLT Ratio

Check this blog to see how the Aristotle Portfolio is going to be managed using ideas from Benjamin Graham. http://itawealth.com/2014/06/19/passive-investing-according-benjamin-graham/ If you have not recently checked out the upgraded ITA blog, check the URL under my name. Lowell http://itawealth.com … [Read More...]

Investing And The Marshmallow Test

Kids Marshmallow Test What do marshmallows have to do with investing?  Check out this set of video links and one sees the connection, particularly as it relates to The Golden Rule of Investing. The first video simply demonstrates the test - without any conclusions.  Children are placed in a room with one marshmallow in front of them.  If they can refrain from eating the … [Read More...]

300 Level

“Creme List” for 12 August 2011

Earlier today I thought I might need to scrap the "Creme List" or at least replace it with a different set of screens and evaluation tools as one of the key databases went through some revisions.  Fortunately, not only did I find the data I needed, but I found new useful information that I coded into my "Watch List" spreadsheet.  Information such as the Financial … [Read More...]

Schrodinger Portfolio Review: Second Quarter Update

Nearly a month passed since I last updated the Schrodinger Portfolio, a passively managed investment fund.  This portfolio still holds a few ETFs that were purchased approximately ten years ago.  About the only changes in recent months has been the addition of dividends. I'm not too concerned about the three asset classes that are above target. When the political debate on the … [Read More...]

200 Level

If I Were Starting A New Portfolio Today

What would a portfolio look like if I were starting from scratch today?  Here are a few basic principles to consider before making the initial Strategic Asset Allocation decision. Begin by using index funds or index ETFs.  My preference, as Platinum members well know, is to use "non-managed" index ETFs.  Yes, someone needs to make a decision what goes into the ETF, but for practical purposes … [Read More...]

Ultra Capital Preservation

On occasion, readers ask for advice on asset allocation plans.  Most of the portfolios tracked on this blog are classified as balanced, growth, or even aggressive growth.  Holders of the "science" portfolios are younger, have very long-term goals, or have other means of income so very conservative portfolios are not appropriate.  As a result, no portfolios are what I would … [Read More...]

400 Level

Bullish Percent Indicator: Additional Information

In 1995 A.W. Cohen developed the New York Stock Exchange Bullish Percent Index.  Some technicians call it the greatest market indicator as it gives a broad overview of the market direction.  In our case, we are tracking several markets.  In the data table several market index are recorded as well as several popular ETFs.  The ETFs are on a separate worksheet and are not shown … [Read More...]

15-Stock Diversification Myth

Diversification Myth Debunked   How many stocks does it take to eliminate portfolio risk?  The number 12 to 15 often crops up.  If that is too few, then maybe 20 to 30 will do.  This number has also come under fire, particularly in a world economy where U.S. companies no longer make up the majority of available companies and our economy is shrinking as a percentage of the … [Read More...]