100 Level

Technical Indicator Check

A few days ago several ETFs approached the 70% line on the Relative Strength Indicator (RSI) graph.  This evening I ran a quick check of all the major ETFs held in the various portfolios to see where current RSI values were positioned, knowing we had a few down days in the market.  As expected, the RSI graphs are in retreat. The market retreat means we can postpone any thought of … [Read More...]

Investment Check List

On a regular basis, it is prudent to go through an investment checklist to see if all the bases are covered.  Here is a review of such a list. Early in January I encouraged investors to set out on a new path of investing. Let’s run through a checklist to see how well you are doing. Investment Checklist 1. Portfolio Policy: Have you written up a portfolio plan or put it into a … [Read More...]

300 Level

Mosaic Portfolio: Do Stocks Enhance Portfolio?

A few days ago a Platinum member asked for a simplified portfolio that one might use in retirement.  While the following Mosaic (ETFs and Stocks) portfolio may carry too high a risk for some investors, if one uses the ITA Risk Reduction (ITARR) model guidelines, risk or volatility is greatly reduced.  It does require attention to what is going on, but the peace of mind is likely worth the … [Read More...]

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

200 Level

Coming Soon: New Test Portfolio

This week I plan to set up a new test portfolio that will be of interest to Platinum readers.  The portfolio is based on the ITA Risk Reduction model described in prior posts.  This portfolio will begin with a deposit of $10,000 and the Strategic Asset Allocation plan will look like the following screen shot. … [Read More...]

Portfolio Performance Update: 5 March 2013

Nearly two months passed since I last updated the portfolio performance data table.  I'm not trying to hide anything.  Instead, I've been working on other projects such as portfolio optimization.  Since the last review the U.S. Equities market has been on a tear.  In context my comments below need to reflect the fact that not all February dividends are recorded in the following data and none of … [Read More...]

400 Level

International ETFs and The Delta Factor

This morning I located the following article, Why I Am Buying The Pain In Spain, on Seeking Alpha, one of the top blog sites on the Internet.  In the article, author Cam Hui states his belief in mean-reversion, the exact philosophy that is the foundation of my "Delta Factor" calculations.  Using Hui's article as a backdrop, I decided to run the Delta Factor numbers on the … [Read More...]

Equity ETFs And The “Delta Factor”

Are there any areas of the equity market that look positive for the next six to twelve months?  Even with a relatively strong market this summer, there are pockets of opportunity and they are indicated in the following table. … [Read More...]