100 Level

Where Is The Market?

Without going into a lot of explanation, contemplate the following graphs.  This graph is a composite of the stocks on the New York Stock Exchange. Platinum membership is available for a mere $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]

Hedgehog or Fox Investor?

Do you fall into the hedgehog or fox style of thinking, and how does it impact your investing methods? (The fox knows many things, but the hedgehog knows one big thing.”) Think about this for a moment before answering. Maybe we are all a little bit of both, but lean more to one side than the other in our thinking processes. As a Mosaic Investor, I like to think of myself as a “fox … [Read More...]

300 Level

Is It Worth 50 Basis Points? Part III

Example three in this series uses the last three years of data for the return and volatility projections.  As in the last two blog posts, not much changes. The projected Return/Uncertainty ratio remains at 0.49.  Part of the reason for little change is that 40% of this portfolio is made up of bond and income assets and they tend to dominate the portfolio.  Tamping down volatility is … [Read More...]

Growth: Portfolio #5

Moving one step closer to increasing the projected return, this post is about the Growth Portfolio, number 5 out of 6 in this series.  Bond and income is reduced to 16% in this portfolio so it is definitely tilting toward the aggressive side of investing.  Two ETFs, BND and IEF are eliminated from this portfolio as we will concentrate our income holdings in TIP and TLT. Platinum … [Read More...]

200 Level

Madison Portfolio Update: 18 April 2012

Examination of the eight critical asset classes held in the Madison show only commodities, as represented by DBC, is priced under its 195-Day EMA.  Both VEU and VWO are close to crossing below their respective EMAs so I will need to check those again a few hours after the market closes as it takes time for the index prices to settle out.  For now, I sold off the shares of DBC as there is … [Read More...]

My Twenty ETFs

Selecting 20 core ETFs is not all that difficult until one is down to the last five to seven tickers. While I could come up with my favorite 20 ETFs, that would be too simple.  Instead, my twenty will come from several major asset classes as outlined below. U.S. Equities Bonds International markets Real Estate Commodities ETFs from U.S. Equities in this search will include the "Big … [Read More...]

400 Level

Market Watchers Pay Attention

Technical Analysis: StockChart Graphs ITA Wealth Management readers know I am not a market timer.  Nevertheless, one should not be oblivious to market movements, particularly when cash is sitting on the sideline.  When is a good time to start investing that cash?  Possible technical signals are shown below.  As I update my "Watch List" I will post the percentages of … [Read More...]

Preparing the Euclid and Maxwell for October

Platinum members tracking the discussion on Seasonal Timing Strategy (STS) are aware of an alert signal that will arrive on October 1st.  In preparation for that time I am positioning the Euclid and Maxwell portfolios to hold assets in seven different asst classes.  I was hoping to use IWM, but it is not among the TDAmeritrade commission free ETFs.  Here are the ETFs I plan to use … [Read More...]