100 Level

The Diversification Decision

The Diversification Decision Now we come to the most difficult decision of the five laid out in the Goldie – Murray book, "The Investment Answer." If you have the book in hand, you will realize I partially answered this question when I wrote about The Asset Allocation Decision. Here is the expanded explanation of the diversification decision articulated by G & M. "Which … [Read More...]

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...]

300 Level

Buffett Stocks

Are you ever interested in what a "Buffett Screen" might turn up in the way of stocks?  Look no further than the two screen shots below. Become a Platinum member to see the following information.  Membership is only $5.00 per month. … [Read More...]

“Creme List” for 12 August 2011

Earlier today I thought I might need to scrap the "Creme List" or at least replace it with a different set of screens and evaluation tools as one of the key databases went through some revisions.  Fortunately, not only did I find the data I needed, but I found new useful information that I coded into my "Watch List" spreadsheet.  Information such as the Financial … [Read More...]

200 Level

Bohr Portfolio Update – 16 August 2011

August activity in the Bohr Portfolio includes purchases of RWX, VOE, and VEU.  All were small additions to bring the asset class percentages into closer alignment with the target goals.  Dividends for PG, BND and TIP provided a few dollars in cash.  Limit orders for DVY and VTV are in place to pull up Large-Cap Value, the one asset class that is under target.  Were I to use a … [Read More...]

Developing a Strategic Asset Allocation Plan

The “Golden Rule of Investing” is to save as much as you can as early as you can.  That simple guideline is fundamental to any investment plan and it is critical to know why the word early is so important.  What comes second (portfolio planning) is also important, but it cannot be implemented unless one has saved money for investing. In this post, we assume the reader has a … [Read More...]

400 Level

“Delta Factor” Changes Over Last Week

How are the "Delta Factor" projections altered after a positive week in the market?  To answer this question, I listed many of the ETFs used in various portfolios and ran the analysis for two different time frames.  The first screen shot shows the Delta and Delta Factor from 10/3/2007 through 10/3/2011.  The second screen shot captures the data from 10/10/2007 through … [Read More...]

Performance of “Ivy Portfolio”

Platinum members who have been following the development of the ITA Risk Reduction model know that I based the ITARR system on the model laid out in Faber and Richardson's book, The Ivy Portfolio, and a modeling system I used back in the 1980s when I was co-authoring an investment newsletter.  ITA readers using the ITARR model will find the following link of interest. … [Read More...]