100 Level

Are You Ready for Retirement? Most Americans Are Not Prepared

The Encore section of the January 14 Wall Street Journal points out that many people are behind on their preparations for retirement. 67% of workers say they are behind schedule in planning and saving for retirement.  These folks violated The Golden Rule of Investing. One 58% of works say they or their spouse are currently saving for later life.  Perhaps the middle class has fallen so far … [Read More...]

Grandchildren: Monitor Your Portfolio

"You can't manage what you don't measure." The large majority of investors fail when it comes to monitoring their portfolio.  What all is involved in portfolio tracking? 1.  Internal Rate of Return (IRR) of the portfolio 2.  IRR for a benchmark such as the VTSMX index fund 3.  Table to show the asset allocation plan 4.  Risk measurement All the … [Read More...]

300 Level

SRCE: A Dividend Stock of Interest

After screening for stocks that showed increasing dividend growth over the past seven years, SRCE is one of eight stocks (out of over 9,000 companies) that passed my tight screen.  Below is an additional analysis of this financial stock. This information is not available for publication elsewhere on the Internet. Sign up for a Platinum membership to gain access to this analysis.  Membership … [Read More...]

“Creme List” for 28 January 2011

We have a new leader to the "Creme List" this week and one stock is attractively, something that has not happened for weeks.  No companies were added or deleted from the list.  Examine the list below and keep in mind that this is a list of interesting companies.  No buy or sell recommendations come with this list of stocks.   … [Read More...]

200 Level

Updating the Basic Portfolio

Here is the latest data on a basic portfolio for investors about to launch a new portfolio.  The shares for this $100,000 portfolio present an example and each investor needs to make their own decisions.  Some portfolio tweaking will be suggested below when we take a look at the Buy-Hold-Sell Recommendation table. ETF Ranking:  While this is a basic list of ETFs, there will still be some … [Read More...]

Alternative Investment Vehicles to Suggested Index Funds

What are the alternatives one might use to those suggested by Solin in his recent book, "The Smartest Portfolio You'll Ever Own."  The reason for seeking alternative investments is two fold.  1)  We seek ETFs that have historical records of at least three years.  This is so we can run Quantext Portfolio Analysis (QPP) on the portfolios.  2)  When … [Read More...]

400 Level

Bullish Percent Indexes: 16 August 2013

As one might expect, general decline showed up in both the Bullish Percent Indexes and sector BPI data.  There was one major exception among the sectors and I will get to that later.  We first examine the major indexes and then sectors of the market. … [Read More...]

Examining Equity Markets Using the “Delta Factor”

Read this article as it supports the findings of the "Delta Factor" probability projections shown below.  To learn more about the Gordon Equation, search that term on this blog. Which equity ETFs have the greatest probability of doing well over the next six to twelve months?  The following analysis looks at both a three- and five-year history of a variety of equity ETFs.  … [Read More...]