100 Level

Sample Stock Oriented Portfolio: A QPP Analysis

The following portfolio was submitted by a Platinum member for analysis.  The first look is a Quantext Portfolio Planner (QPP) analysis of the holdings.  This is not the exact portfolio as I use IEF as a cash equivalent.  The portfolio actually holds a number of annuities so the yield is likely higher than the 2.64% shown in this analysis. QPP Analysis of Sample Portfolio:  MPC does not have a … [Read More...]

Bonds: Should They Be Part Of The Asset Allocation Plan?

While I am not going to go into the details until a later post, this is a quick note to let Platinum members know that bonds are on "notice." … [Read More...]

300 Level

Bohr Portfolio Modifications

I made a few changes in the Strategic Asset Allocation plan for the Bohr Portfolio.  I am planning to sell off the holdings in mid-cap blend and small-cap blend, something I indicated I might do with the Einstein.  Those dollars will be moved to small-cap value in keeping with the Fama-French research. … [Read More...]

Kepler Portfolio Review: 15 February 2013

Normally, portfolio reviews are spread out over the month, but I got behind while on vacation so that is the reason for the second update today.  As with the Curie, I will show the current Dashboard or asset allocation plan.  Then I will present the optimization plan including all the constraints.  First the current condition of the Kepler. … [Read More...]

200 Level

Portfolio Performance: 16 September 2011

After a strong week of market gains, much of the rise was domestic as the international markets, commodities, etc. were a drag on our diversified portfolios.  A few portfolios showed gains in the Retirement Ratio, but the relative performance was lacking when measured against the VTSMX benchmark.  Holding SDS and cash had negative effects on both the Curie and Newton portfolios. To see … [Read More...]

Preparting for Retirement: A Financial Problem Demanding a Solution

Preparing for the financial aspects of retirement is reaching a crisis level in the United States - if articles and government statistics are close to truthful.  Here are a few sobering links to information about this growing problem. The End of the American Dream Americans Not Ready for Retirement Retirement ready--or not? It is difficult to advise someone to save if they … [Read More...]

400 Level

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]

Bullish Percent Indicators: 1 February 2013

While several sectors showed some weakness this week, our primary index (NYSE) moved up slightly.  The data tables are shown below. The following material is not available for publication elsewhere on the Internet. … [Read More...]