100 Level

General Guidelines for Investing Success

While it is rather early in the morning here on the West Coast, I'm still thinking clearly so take these ideas seriously.  When putting together a portfolio, follow these general guidelines. Use index funds or index ETFs to build the core of the portfolio. One should not need more than eight to twelve ETFs to build a well-diversified portfolio. Only add individual … [Read More...]

Why The Three Basics ETFs Are Insufficient

VTI, VEU & VWO are insufficient Several days ago I wrote about the three basic asset classes needed in every portfolio.  The three mentioned are: U.S. equities, developed international markets, and emerging markets.  While VTI, VEU, and VWO cover these three asset classes, they are insufficient when putting together an adequate portfolio and here is the analysis showing … [Read More...]

300 Level

Curie Portfolio Update: 21 December 2011

After making minor adjustments in the Strategic Asset Allocation plan, I picked up shares of VB and RWX for the Curie Portfolio.  These few shares brought Small-Cap Blend (SCB) into balance, but we are still several hundred shares below target with International REITs.  One reason for not purchasing more RWX has to do with the large price differential between the current price and the … [Read More...]

TEVA: A Stock Worth Further Examination

This past weekend I was running my dividend stock screening program to see which companies passed the screen.  Then I recalled that I once had a "valuation" screen that looked for companies that were priced under numerous valuation parameters as laid out in the Stock Investor Professional, AAII's stock screening program.  Here are the valuation parameters I used for my screen, in addition to the … [Read More...]

200 Level

Portfolio Construction

There are many different schools of thought when it comes to creating a portfolio, but how you proceed will depend on several different factors. Attitude to risk, targeted returns and available length of time to invest are all aspects that need to be built into any plan. Strategic asset allocation is one way of managing a portfolio that can accommodate different attitudes to risk, which in … [Read More...]

Portfolio Performance Update: 9 June 2012

Nearly all eleven portfolios gave up the gains of last week as both international markets (developed and emerging) "popped" a few days this week.  As might be expected, the Schrodinger maintained its stable performance as the asset classes are in balance and we are not using any type of Tactical Asset Allocation with this portfolio.  As a reminder, the Schrodinger is our best … [Read More...]

400 Level

Bullish Percent Indicators Continue To Show Market Weakness

Last week the Bullish Percent Indicators (BPI) began to show cracks.  This week those cracks opened up further, but not to crevasse proportions.  There was one exception within sectors as you will see below. This material is not available for publication elsewhere on the Internet. … [Read More...]

Where Is The Market?

Without going into a lot of explanation, contemplate the following graphs.  This graph is a composite of the stocks on the New York Stock Exchange. Platinum membership is available for a mere $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]