100 Level

Portfolio From Hell

Perhaps the title is too strong, but why would any advisor or organization recommend the following array of expensive ETFs in the following configuration.  It is not unusual for me to run an analysis on a portfolio I find on the Internet.  In the analysis process, I hope to learn about a low correlated ETF or a combination of assets that show a high projected Return/Uncertainty.  … [Read More...]

Worry Free Investing: Young Readers – Listen Up!

No, I am not obsessed with risk even though I've recently written quite a bit on the subject.  Why the concern about risk as the market seems to be having a good summer?  The specter of rising interest is a major fear for this reason.  If interest rates were to rise to the same level they were when George Bush (43) took office, the amount of money the U.S. Government will need … [Read More...]

300 Level

Bohr QPP Projections

Using current ETF percentages held in the Bohr Portfolio, what are the Quantext Portfolio Planner (QPP) projections indicating for the next several months?  The S&P 500 is assumed to grow at 7.0% over the next year.  In the prior blog post, I showed the Efficient Frontier graph, and it presents a somewhat defensive portfolio.  This QPP projection shows much the same expectation going … [Read More...]

Madison Portfolio Review: 6 May 2013

Of the eleven portfolios tracked here at ITA, detailed transactions of three (Maxwell, Euclid, and Madison) are not available to Platinum members.  The portfolio up for review today is one of the restricted portfolios.  Therefore, the information for this review is somewhat limited.  Nevertheless, we begin with the Efficient Frontier and Dashboard as is our custom when updating a … [Read More...]

200 Level

Example Asset Allocation Plan

Photograph:  San Jose de Gracia Catholic Church - Built in 1760 - Las Trampas, New Mexico Are you looking for an example of a "Holy Grail" Strategic Asset Allocation plan?  Below is such an example.  Actually, it is the asset allocation plan of the Einstein Portfolio.  While I have only been tracking the Einstein Portfolio using the TLH Spreadsheet since 6/30/2008, … [Read More...]

Developing a Portfolio Plan

Basic Suggestions in Portfolio Development* In the beginning stages of setting up a portfolio plan, there are a few essential decisions investors make. Here are a few hints to consider. Follow "The Golden Rule of Investing." Save as much as you can as early as you can. Develop a savings plan as there is no avoiding this step. Live below your means.  Learn … [Read More...]

400 Level

Action Within Kenilworth Expected

Today is examination day for the Kenilworth and based on the price of several ETFs and their 195-Day Exponential Moving Averages (EMA), we anticipate picking up shares in asset classes that are under target. The two primary asset classes that need particular attention are emerging markets and international REITs.  Here are links showing the relative prices for VWO and RWX and their 195-Day … [Read More...]

QPP Analysis of iShare ETFs Over Different Periods

Over the last few days I've posted a number of entries related to the "Delta Factor" (DF) analysis.  This flurry of DF articles came about as a result of questions tied to entry into the market.  If one is holding cash, when is a good time to begin investing that cash into equity and bond vehicles, be it individual stocks, index mutual funds, or index ETFs?  Readers … [Read More...]