100 Level

Searching for the Strategic Asset Allocation Holy Grail

Establishing a strategic asset allocation (SAA) plan for a portfolio requires at least two major decisions.  1) What asset classes should be included in the portfolio.  2) What percentage of the total portfolio is allocated to each asset class.  Decision number two is the more difficult of the two.  Where do I come up with the various asset allocation plans found in the various … [Read More...]

The Art and Science of Portfolio Construction

Basic investment principles require long-term portfolios exhibit the following characteristics. 1.  Equity orientation. Equity orientation includes high-expected return ETFs such as VTI, IWN, VTV, VOE, VOT, VBR, VBK, etc. 2.  Diversification over the entire world market. International exposure is possible through ETFs such as VEU, EFA, VWO, EPP, etc. This blog post is not … [Read More...]

300 Level

Einstein Portfolio Review: 2 May 2012

Due to the blog shutdown, I'm a few days late with this update.  That delay only means that all the April data (April dividends) is included in this review.  Below is the current Dashboard as extracted from the TLH Spreadsheet.  … [Read More...]

Portfolio Review: Curie Update

Curie Portfolio Update Other than recording June dividends, none of the 17 limit orders were activated this month. Current dips in the market were insufficient to trigger any orders I set for the Curie Portfolio.  Based on analysis such as one sees in this article, I think we need a good 10% correction to reel in all the limit orders set for this portfolio. Below is the Dashboard for the … [Read More...]

200 Level

Asset Allocation Example

In the table below, viewers see the asset classes discussed in a prior blog entry.  We are looking at fifteen asset classes, including Cash. In the second table the sample asset allocation is broken down into percentages and we cut out the Core holding, moving the number of asset classes to twelve. [Table=6] … [Read More...]

Can Your Portfolio Survive The Next Bear Market?

The following SORDEX analysis is a variation of the material presented in the "Will I Run Out of Money?" blog.  Once more, I will use the 12-ETF Portfolio as the retirement portfolio.  As review, SORDEX is an acronym for Sequence-of-Returns Downside Exposure. Translated for T. C. PITS, it is a way to run several Monte Carlo calculations and see if you are likely to run out of … [Read More...]

400 Level

Bullish Percent Indicator Update: 23 March 2013

Both broad markets and sectors of the market weakened this past week.  Not by much and the downward trend was not 100%, but Platinum members will see that the majority of the recorded values declined. … [Read More...]

New Feature: ETF Evaluation Model

ETFs Positioned to Buy The following data table is something new, although I did mention the possibility I would be putting together such an ETF evaluation.  In the following table I've combined a number of variables such as the 195-Day EMA and Chaikin Money Flow and quantized them into a percentage that you see in the right-hand column.  Platinum membership available for $5.00 per … [Read More...]