100 Level

Muling

Photograph: Fort in Savannah, GA Have you ever heard of "Muling?"  It was new term to me until this week when a former student sent me this URL.  Check it out. … [Read More...]

Blog Notification Issue Tied to Plugin

Special notice:  The software used to send out notifications of new blogs is not working properly.  You have not been deleted from any mailing lists.  What happens is that plugins conflict with each other and one of my software programs designed to perform a particular task is likely in conflict with the notification plugin.  You might try signing up again or leave a … [Read More...]

300 Level

Highly Selected Stocks

One of my data sources changed their format and the changes eliminated information I use in my "Watch List" spreadsheet.  Unless I am able to find that data, I will need to change the makeup of my "Creme List."  For investors who use a few individual stocks in their portfolios, I will continue to post a list of interesting companies.  It will differ from the old … [Read More...]

Madison Portfolio Update: 24 October 2012

Nearly all asset classes are in balance and the ETFs are still priced above their 195-Day Exponential Moving Averages, so this portfolio will not need attention for another month.  The commodity, DBC, dropped below the 195-Day EMA, but I do not hold that commodity in this portfolio. … [Read More...]

200 Level

Portfolio Performance Data: 5 August 2011

What did the recent negative market do to portfolio performance numbers?  We know the absolute IRR sank this last week.  What is less clear is how well did the portfolios perform with respect to the VTSMX and/or ITA Index?  Also, how well did the Sortino and Retirement ratios hold up?  The data table below provides some clues. In general the portfolios did quite well.  … [Read More...]

Portfolio Stress Test: Part I

Stress Testing the Curie Portfolio Investors experienced a traumatic year in 2008 and it will likely happen again.  Are you prepared to deal with the risk? In the next two blog entries I will walk readers through a portfolio stress test using the Curie Portfolio.  To work through this analysis, I will use the Monte Carlo software, Quantext Portfolio Planner (QPP).  Most of you are … [Read More...]

400 Level

Why Pay Any Attention to the Bullish Percent Indicator?

Are there logical reasons to support paying attention to the Bullish Percent Indicator?  Simply put, the Bullish Percent Indicator (BPI) draws special attention when the market or market sectors are overbought or oversold.  When the BPI exceeds the 70 percent level, it is time to be wary of the market.  Demand is high and supply is low.  Everyone that wants in the market and … [Read More...]

“Delta Factor” Projections For Equity ETFs

Several weeks passed since the "Delta Factor" projections were last posted for equity ETFs.  In the following screenshots I show both the projections and what a portfolio would look like were it populated with nearly equal percentages of a wide array of equity ETFs.  First, here is the "Delta Factor" table of projections. … [Read More...]