100 Level

Please Turn Off CNBC!

CNBC is only a place holder for all types to Wall Street media hype.  Eschew information that is designed to keep you unsettled, nervous, and makes you feel as if you are doing something wrong and change is necessary.  Too much investment information is not necessarily a good thing for portfolio management.  If financial news sources had your best interests in mind, you would find them so boring … [Read More...]

Blog Notification Issue Tied to Plugin

Special notice:  The software used to send out notifications of new blogs is not working properly.  You have not been deleted from any mailing lists.  What happens is that plugins conflict with each other and one of my software programs designed to perform a particular task is likely in conflict with the notification plugin.  You might try signing up again or leave a … [Read More...]

300 Level

“Creme List” for February 18

Twenty stocks made the "Creme List" this week, a high number based on results over the past year.  LLTC was cut from the list as it went more then 13 weeks without making the elite list.  Only one stock is priced to buy based on my analysis.  This is not surprising considering the high market. Check the stock with the * in the following data table. … [Read More...]

Portfolio Management

Developing Portfolio Policy Portfolio management begins with a well considered Portfolio Policy. Basic portfolio plans include the following: Asset classes to include in the portfolio Percentage to invest in each asset class Investments to populate asset classes Portfolio monitoring method Projected return analysis Projected risk analysis Selection of appropriate … [Read More...]

200 Level

Index Funds Advisors Asset Class Comparison: Examining The Big Return vs. Risk Picture

Index Funds Advisors Asset Class Comparison:  As promised yesterday, the third video talk from Index Funds Advisors is located at this URL.  Mark Hebner provides the large picture of the relationship between return and risk.  If you missed the first two presentations, go back to this blog entry to pick them up.  While you are on the IFA web site, I recommend each reader take … [Read More...]

Sixteen Asset Classes: The Basic Portfolio

More Asset Classes Are Not Enough TLH Spreadsheet users are familiar with the sixteen (cash is excluded) asset classes used with most of the larger ITA Wealth Management portfolios.  Below is what I call the Basic Portfolio as standard ETFs are used to populate the different asset classes. Despite all the asset classes being populated with nearly equal percentages, there is something … [Read More...]

400 Level

Should One Sell GTU In An Effort To Manage Risk?

Yesterday I reviewed the buying and selling decisions using VNQ as an example.  Today I am reviewing our gold holding, GTU, as the price is currently well below its 195-Day Exponential Moving Average.  For portfolios following the ITA Risk Reduction model, we are out of this ETF based on those relative positions of price and EMA.  Are there confirming sell signals related to GTU? The Bullish … [Read More...]

Bullish Percent Index: Indicators for 24 May 2013

The following Bullish Percent Index (BPI) information is slightly mixed, but overall, the markets remain strong.  Only in one sector, Utilities, was the defensive team able to secure the ball from the offense.  Platinum members will find the following tables of interest.  Remember that our most important BPI is the NYSE and that BPI value improved slightly over the last week. BPI Markets:  All … [Read More...]