100 Level

If Constrained To Buy One ETF What Would It Be?

Approximately a week ago I was talking with a young woman who is earning a bit above minimum wage so she does not have much to save.  In addition, she is helping her family rebuild their home, damaged by flood.  Her knowledge of investing is close to nil, yet she wants to begin investing.  Regular readers of this blog know that a wide range of topics are covered beginning at Level 100 and moving … [Read More...]

Dollar Cost Average, Value Average, or Jump In Now

"Once desired allocation is determined, what is best way to execute the plan:  Dollar Cost Average (DCA)  or Value Average (VA) over a period of time or all at once?"  This was question 17 on the list from this blog entry.  I don't have an easy answer to this question.  Maybe I should if this site provides any clues.  Considering that Rukeyser's … [Read More...]

300 Level

QPP Analysis of Kepler Portfolio

Nearly six months rolled by since the last Quantext Portfolio Planner (QPP) analysis of the Kepler Portfolio.  Platinum readers can go through the QPP analysis and do not neglect the correlation matrix.  Take a close look and let me know your observations. … [Read More...]

Thinking Through the Madison Portfolio

With the Madison Portfolio due for review tomorrow, what decisions are likely to be made based on the data from the Buy-Hold-Sell Recommendation table?  As you look over this table, think through the steps you would make if this were your portfolio.  No specific data is provided as to holdings or size of portfolio. Buy-Hold-Sell Recommendations:  Followers of the ITA Risk Reduction model will … [Read More...]

200 Level

Optimizing the “Swensen Six” Portfolio

To answer the question of how much the "Swensen Six" portfolio changes when placed under the optimization microscope, here is the following analysis.  The percentage changes from asset class to asset class are not as different as one might expect. This material is not available for publication elsewhere on the Internet. … [Read More...]

Asset Allocation: A Low-Medium Risk Portfolio

In this current series of five portfolios, the following QPP analysis shows the second most conservative portfolio.  While we gain a little in projected portfolio return, we also see an uptick in the projected uncertainty.  The Diversification Metric also stays well below our goal of 40%.  While these QPP examinations are only projections, they do provide us with some probability … [Read More...]

400 Level

Retirement Portfolio: Part Five

If one is willing to add a few individual stocks to a sample retirement portfolio, what does the allocation look like when optimized?  In the following portfolio I added several ETFs to what one might consider the basic group.  These include SLV, DVY, and IDV where the latter two are dividend generators. Special Note:  The assumed growth rate of the S&P 500 was lowered from 7.0% to 6.0% for … [Read More...]

Bullish Percent Indicators

Platinum members should check out the Bullish Percent Index post over on the new website. If you have not registered on the new site, please do as soon as possible.   … [Read More...]