100 Level

Top 12 Investment Books: A Revised List

Are you looking for high quality investment books?  If so, I have a new list of twelve (12) books to read.  Platinum members are familiar with many of these books as they show up on several lists by going to All Categories and clicking on Books. It is always difficult to hone down the list to as few as 12 books.  There are at least three more I could have easily listed. Other … [Read More...]

Who Is Responsible For Your Retirement?

With pension plans on the decline, corporations squeezing employees, and unions under attack, individuals will need to take more responsibility for their own retirement programs.  Those are the hard facts.  At one time an individual or a small group of people within a corporation managed the pension plan for a large number of employees.  The employee had few retirement planning … [Read More...]

300 Level

Momentum-Optimization Analysis of Stock Portfolio

If you have not read the QQP analysis of this set of stocks, do so before reading this blog.  Here is the link to the Quantext Portfolio Planning analysis.  While the QPP analysis provides a probability projection of what one might expect over the next six to twelve months, the following analysis shows where the current portfolio is positioned with respect to an optimized portfolio.  In other … [Read More...]

Sortino Worksheet: Review of How to Update the Sortino-Retirement Ratio Worksheet

We are in the middle of the month so those who are updating the Sortino Ratio (SR) worksheet inside the TLH Spreadsheet every two weeks will want to make the changes after the market closes today.  … [Read More...]

200 Level

Aggressive Growth: Portfolio #6

The Aggressive Growth Portfolio is the last in this series of sample portfolios.  We moved from the Ultra Capital Preservation where bonds and income ETFs made up the majority of the portfolio to this example where the bond asset class is peeled down to a mere 6% of the total portfolio. Platinum membership available for a low $5.00 per month.  This last sample portfolio in the … [Read More...]

Portfolio Performance Data: 3 February 2012

Portfolios gained ground on an absolute scale, but most gave back the relative gains of last week when compared with the VTSMX benchmark.  Several portfolio held even with the VTSMX and three, all Risk Reduction model portfolios, gained a few tenths of a percentage point. Investors following the Risk Reduction model may be interested in examining level two as explained in this Seeking Alpha … [Read More...]

400 Level

What Is The Meaning of Those X’s and O’s?

This morning a question was posed as to the meaning of the X's and O's in the PnF graphs.  One good source of information is StockCharts.  Another excellent source is Thomas Dorsey's book, Point & Figure Charting. The older and less expensive version will work fine. At the heart of PnF graphing is the law of supply and demand.  When the demand for a stock exceeds … [Read More...]

VEU And The ITA Risk Reduction Model

Using the ITA Risk Reduction model for VEU tells a completely different story from the prior analysis of VTI.  Using the same time frames as we did for VTI, the first examination is to see what we do at the end of the month. … [Read More...]