100 Level

Grandchildren: Use Index Funds

Build Your Portfolio Using Index Funds For most investors, what type of investment vehicles to use is a no-brainer.  Unless you are extremely skilled, stick to index mutual funds or index ETFs and stay away from selecting individual stocks as the way to build the core of your portfolio.  Become a passive investor or at the most, a Mosaic investor.  Educate yourself and then come to … [Read More...]

Investing 101 Reviewed

This morning I was having coffee with a good friend and the conversation drifted to investing.  Seems as if I'm able to guide casual discussions in that direction from time to time.  This friend pointed out to me that when one becomes knowledgeable in a particular discipline it is difficult to write with clarity about that discipline.  Beginning concepts are left behind and writers start … [Read More...]

300 Level

Ranking Dividend Aristocrats

Here is an article on ranking dividend aristocrats.   http://seekingalpha.com/article/1823142-ranking-dividend-aristocrats … [Read More...]

Waste Management (WM): A Stock of Interest

A Platinum member suggest an analysis of Waste Management (WM).  I'll go into a bit more detail with this stock vs. what I did yesterday with Procter and Gamble (PG).  As you can see from the sales, profits, and earnings graphs, Waste Management is a slow grower.  This material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Gauss Portfolio: Updated Dashboard Reflecting Risk Reduction Model

The Gauss Portfolio is now ready for a 30-Day nap.  With all the critical ETFs above their 195-Day Exponential Moving Averages (EMAs), all required purchases were made this morning.  The following Dashboard shows the asset classes are in balance. … [Read More...]

Portfolio Performance: 7 October 2011

While the past week was positive for all the portfolios on an absolute scale, large-cap stocks continued to perform better than globally diversified portfolios.  Therefore, portfolios tracked by the TLH Spreadsheet either remained even or lost a little ground to the VTSMX benchmark.  Tough times in Europe are not helping ETFs such as VEU or emerging markets, VWO. The following data … [Read More...]

400 Level

Optimizing QPP Analysis Asset Allocation Models

Some years ago I tested a Mean-Variance Optimization (MVO) software program that was designed for William Bernstein.  Manual data entry and knowing if it was accurate proved to be a problem.  Much to my surprise, I recently received an e-mail from the developers of Quantext Portfolio Planner (QPP), pointing me to an article that an Excel™ guru developed an optimization spreadsheet that links to … [Read More...]

Bullish Percent Indicators Update: 7 September 2012

Despite the strong market today, several sectors and one index handed the ball over to the defense.  Check the tables to see which areas of the market moved from X's in the right-hand column over to O's. … [Read More...]