100 Level

How Does A Beginning Investor Use The ITARR Model?

When one has been saving and investing as long as I have, it is easy to forget many of the initial steps necessary to launch and manage a portfolio.  In this blog post, I will attempt to fill in a few gaps, and even with this effort, I will most likely miss something.  That is why I appreciate questions.  I am using the Gauss Portfolio as my model for several reasons.  1) It is … [Read More...]

Do Fundamental Index ETFs Have A Place In ITA Portfolios?

Fundamental ETFs If you have never heard of fundamental index ETFs you might want to read Robert D. Arnott's book, The Fundamental Index: A Better Way to Invest.  Jason C. Hsu and John M. West are co-authors.  Check out this link to find out a bit more as to how these ETFs are constructed.  Rob Arnott's creditability in the world of investing and ETFs in particular is considerable.  This Seeking … [Read More...]

300 Level

Pfizer: An Analysis

One of the stocks recommended by a Platinum member for analysis was Pfizer (PFE).  Pfizer is one of those companies many investors hold as a cornerstone stock.  Similar to JNJ and PG, PFE is a mega-cap stocks so we don't expect to witness unusual growth over the next few years.  These very large cap stocks tend to grow or shrink with the general economy, and that is what you will see in the … [Read More...]

“Creme List” for July 15, 2011

Photograph: 1954 Plymouth Three new stocks broke into the elite list this week and none were eliminated.  This makes the largest number (26) of stocks ever assembled on the "Creme List," if memory serves correctly.  The latest "Creme List" of stocks are located on the far left column of this new database.  Platinum membership available for $5.00 per … [Read More...]

200 Level

SORDEX Ratio Blog Post Reworked

I just reworked an older SORDEX blog post.  The reason I did not bring this post forward is that there are links when one searches for this information on the Internet and I don't want to break those links. I will likely rework this concept using the latest projected portfolio volatility as the numbers don't look quite so bad with the lower standard deviation projections. … [Read More...]

Portfolio Performance: 3 June 2011

Measuring Portfolio Performance You cannot manage what you do not measure.  How true.  These portfolio performance data tables are all about portfolio management, measurement, and monitoring.  The table shown below does not include current updates for all portfolios tracked using the Captool software.  I plan to take care of that early next week. Looking over the portfolios … [Read More...]

400 Level

Bullish Percent Indexes: 10 May 2013

BPI Index:  We experienced another good market for U.S. Equities and the following Bullish Percent Index data is testament to this fact.  The NYSE turned positive leaving only the NASDAQ in the hands of the defensive team.  With so many of the broad indexes in the over-bought zone (>70%) it is only a matter of time before we see some sort of draw-down.  This could take a few weeks, but it will … [Read More...]

Are There Any Buys Remaining In The Equity Market?

What opportunities remain, if any, in the equities (stocks) as this market continues at a high level?  While the follow are only projections, it appears as if we are not at a market inflection point.  Nevertheless, the probability of strong growth over the next few months does not look positive. … [Read More...]