100 Level

Holy Grail Alternative Portfolio

In reply to the Seeking Alpha "Holy Grail" article, one reader recommended the following asset allocation plan.  In this portfolio I am using JNK as the high yield investment.  There are likely better choices if someone cares to make a suggestion.  In the following portfolio, SLV was eliminated and GLD was reduced from 5% down to 2%.  The reader who suggested the … [Read More...]

Failure To Use Index Instruments Is Investor Mistake #3

Investor mistakes one and two, failure to save early and neglect to develop an investment plan are interchangeable in their ranking.  The order of the following mistakes is not all that important either.  Take heart as I think I made all these mistakes.  Fortunately, I did begin to seriously save in my early to mid-thirties.  Even that is a late start.  I had no investment plan when I began saving … [Read More...]

300 Level

Updating The Curie Portfolio: 23 July 2012

Updating the Curie Portfolio is upon us again.  Even though the Curie is not one of the five ITARR experimental portfolios, I am using a modified Tactical Asset Allocation version of the risk reduction model and that is why developed international markets and emerging markets are both under target.  The Dashboard, extracted from the TLH Spreadsheet, clearly shows where we are with … [Read More...]

Sample Portfolio Optimized

The following screenshots show the optimization analysis of the submitted sample portfolio.  First I show the Efficient Frontier graph, followed by the ranking order of the holdings, and finally the Buy-Hold-Sell data sheet. Efficient Frontier:  Since I did not have the exact number of shares for each holding, I estimated the approximate percentage.  The current portfolio lies very close to the … [Read More...]

200 Level

The Active vs. Passive Management Debate

Will there ever be a definitive answer to the active vs. passive management debate?  Likely not and here are possible reasons why we will never have a complete answer to which method is superior.  At the very core of the argument is lack of data, at least as it pertains to one level of the argument.  The active vs. passive argument is carried on at two levels.  One level is … [Read More...]

Why Do Amateurs Continue To Try When Professionals Fail?

Seeking Alpha is the scene of a debate around the viability of the Efficient Market Hypothesis (EMH).  Before going very far into this topic, please keep in mind that we don't want this information to be scattered very far in the world of investing as we want active manager to keep throwing those $20 dollar bills on the ground so we as passive managers can come along a scoop them up for … [Read More...]

400 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...]

Bullish Percent Indicators: 9 November 2012

Friday, November 9th, was a flat market, but the direction over the course of the week was down and that is reflected in many of the indexes and sectors.  Our most important index changed direction and handed the ball over to the defense.  Other BPI values moved out of the overbought zone.  Check the details below. Index BPIs:  The NYSE and Dow Jones Transportation were the last holdouts.  Both … [Read More...]