100 Level

Eschew Active Management

    Richard Ferri writes in his book, "The Power of Passive Investing," - "Efficient investing is different from efficient markets."  How true.  Following recommendations of Ferri, Bernstein, Swedroe, and other index advocates, we seek to advise investors to set up and manage well-diversified portfolios in order to increase the probability of … [Read More...]

Downsides to ETFs

  ETF Negatives   There are a few, but not many, negatives to working with ETFs. A broker is required to purchase and sell ETFs.  I use TDAmeritrade and it costs me $7.00 to purchase and $7.00 to sell ETFs.  Now 101 ETFs are commission free with TDA. Therefore I generally deal in blocks of 100 shares or more.  This is done to keep commissions to a low percentage of … [Read More...]

300 Level

Portfolio Preparation for Euclid and Maxwell Portfolios

In preparation to activate the return-uncertainty plan for the two under performing portfolios, I set up several sell moves for each portfolio.  The first thing I did was to place trailing stop loss orders for each ETF now in the portfolio, but not part of the future plan.  Shares of VOE, VBR, VOT, VO, VTV, and VSS will be sold when the strike price is hit for each ETF. … [Read More...]

Republic Services (RSG): Another Waste Hauler

The following analysis can be compared to the Waste Management analysis posted earlier this morning.  It comes as no surprise that sales grow at a slow rate.  It is the nature of the business.  After all, there are only so many houses and businesses requiring trash hauling. This material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Einstein Portfolio Review: 5 March 2012

Scheduled for review is the Einstein Portfolio.  I am using a modified version of the ITA Risk Reduction model with the Einstein.  What this means is that I am tracking critical ETFs held in the portfolio.  These include: VTI, VEU, VWO, VNQ, and RWX.  Should any of these ETFs (price of ETF) drop below their respective 195-Day Exponential Moving Average (EMA) I will sell off the … [Read More...]

Rule #9: Understand Benefits of Social Security

Rule #9 is to understand the benefits of Social Security (SS).  This logic is based on the assumption SS will be operational for years to come.  To make this possible, all congress needs to do is write one line of code into law.  "Remove the cap from Social Security and do nothing else."  That will save SS for those most in need of this leg of the retirement stool.  The other legs are represented … [Read More...]

400 Level

Bullish Percent Indicators: Weekly Update

The offensive is in control of all sectors and major indexes.  Only two sectors, Materials and Utilities, showed reduction in the number of companies exhibiting bullish Point and Figure (PnF) graphs. Platinum membership available for a mere $5 per month.  Learn portfolio management. … [Read More...]

Preparing for Euclid Update

This pre-update is something I've not done before as I did not have some of these tools just a few weeks ago.  This blog entry takes a look at the Efficient Frontier of the Euclid and compares it with the S&P 500.  In addition, I look at the Rankings to see if some available cash might be used to bolster shares in ETFs that are expected to perform well over the next few months. Efficient … [Read More...]