100 Level

Investment Book Recommendation

I've run across another excellent investment book, this one written by Daniel R. Solin. "The Smartest Portfolio You'll Ever Own" is worth your time and money.  There are a number of portfolios suggested in the book and I was going to start analyzing them later this week.  Unfortunately, several suggested ETFs do not have the required history.  Therefore I will need … [Read More...]

ETF Screener

Here is a useful link to an ETF screening site. I will place a link to it over on the right-hand edge so if you lose the link you will always know where to find it. … [Read More...]

300 Level

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

Newton Portfolio Update: 15 May 2012

How well is the Newton Portfolio performing?  Below are screen shots of the Dashboard and Portfolio Performance data.  Even though the Newton is not part of the ITA Risk Reduction experiment, I did lighten up on both international and emerging markets.  The follow table reflects asset classes where I sold some holdings in VEU, VWO, and DBC.  So far those moves helped the … [Read More...]

200 Level

Retirement Rule #6: Develop Your Own Strategic Asset Allocation Plan

Continuing the theme of retirement planning, at some point one needs to develop an asset allocation plan.  If you neglect this suggestion, you have already made a decision.  To make no decision is to make a decision.  One may as well set up a plan with some logic and reasoning behind the process.  To develop a SAA plan, one needs to understand the options available or Rule #5. There are a … [Read More...]

Portfolio Performance Update

This week ended on a strong note with the broad market VTI up over 2% on the day.  However, that move was insufficient to pull the Maxwell and Euclid portfolios into positive territory. Portfolios available to Platinum members continue to do well when measured against the VTSMX benchmark. Only the Kenilworth is lagging and those numbers are exaggerated due to the short period this … [Read More...]

400 Level

Preparing the Euclid Portfolio for Timing Model

Preparing the Maxwell and Euclid Portfolios Further preparation in the Euclid Portfolio took place this morning as shares of VBR were sold.  What I am doing is selling off holdings outside the basic ETFs we plan to use in this experiment.  These ETFs include VTI, VEU, VWO, VNQ, and RWX as these are the instruments I will use in this modified Faber-Richardson model.  I probably will … [Read More...]

The Stock Market Is Stronger Than You Might Assume

With all the negative news one picks up, are you aware that the stock market is showing signs of strength, particularly when the different sectors are analyzed?  Tomorrow, I will be posting the latest data on the Bullish Percent Indicators (BPI) for the broad markets as well as ten sectors. This morning the NYSE BPI is showing that the offense has the ball as there are X's in the … [Read More...]