100 Level

Bullish Percent Indicator Update

In the Bullish Percent Indicator data table below, I want to draw your attention to several features.  1) Look at the latest data in the 06/01/12 row.  The left-hand number, 46.62, is the most important as that indicates the percent of stocks in the NYSE that are generating a bullish PnF graph. [Next time I will include the headers or titles in the screen shot.]  That percent … [Read More...]

Are Stocks and Bonds Dead?

The November 26th issue of Time magazine carries an article by Rana Foroohar focusing on Bill Gross and Mohamed El-Erian, PIMCO executives, who are frequently quoted about the market outlook and reasons why they are both so pessimistic.  Gross and El-Erian don't differ all that much from Grantham's On The Road To Zero Growth projections. Quoting from the Time article, "Gross recently stunned … [Read More...]

300 Level

Bohr Portfolio Review: 18 July 2011

Shown in the first slide is the Bohr Portfolio Dashboard from the TLH Spreadsheet.  Overall, this portfolio is in good shape with respect to its Strategic Asset Allocation plan.  Once we are past the debt limit crisis, I plan to gradually build up the International REITs asset class.  Otherwise, this portfolio is well positioned in the various asset classes.  If new cash is … [Read More...]

Benchmarking The Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio benchmarking is an act of self-deception, but all too common with the average investor.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark.  Here is one definition of benchmarking. In the investing … [Read More...]

200 Level

Portfolio Performance: 28 May 2013

It has been nearly two months since I last posted a portfolio performance update.  I'm not trying to hide any information.  Rather, I've been neglecting this post as I was on vacation and it takes time to update all the portfolios.  Even so, not all dividends are recorded in all the portfolios so this data is a close approximation to current values. All but the Kenilworth and Euclid showed … [Read More...]

Swensen Six and Faber “Ivy Ten” Portfolios

Two model portfolios to consider using are those recommended by David Swensen, chief investment officer of Yale University and author of Unconventional Success, and Mebane Faber, portfolio manager at Cambria Investment Management and co-author of The Ivy Portfolio.  While Faber's book focuses on Ivy League portfolios, there are differences in the make up of the portfolios recommended by … [Read More...]

400 Level

Risk Reduction Portfolio: A Potential Asset Allocation Plan

Bob Warasila, author of the "New Normal" portfolio, sent me an asset allocation plan that is worth sharing with Platinum members.  This Risk Reduction Portfolio differs slightly from one I recently posted over on Seeking Alpha in that this portfolio has a small exposure to precious metals and it also includes on stock.  In the following three screen shots readers will find the … [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...]