100 Level

Year End Portfolio Hints

This year, the last business day arrives on December 31st and that gives us a chance to balance our portfolios to the nearest penny. At least TDAmeritrade clients have a high probability of receive access to their statements before the market opens the following week. Go through your portfolio Monday and see if you have any tax losses you might want to capture in 2010. If the loss is small, I … [Read More...]

Walking Your Way To Independent Portfolio Management

Portfolio management is not equivalent building a house or overhauling a car engine.  It is not that hard, so don't throw up your arms and say you cannot do it yourself.  With Internet access, it is much easier than it was ten to fifteen years ago.  Here are steps to setting up your own portfolio, managing the assets, and monitoring it on a yearly basis. 1) Open up an account … [Read More...]

300 Level

“Creme List” – 24 June 2011

Twenty stocks made the "Creme List" this week.  There were no new-comers and no stocks were purged from the list.  That will happen in a few weeks if some companies do not make a comeback.  Examine the "Creme List" for stocks of interest.  Note that only one is priced to purchase despite the market decline this week. … [Read More...]

“Creme List” for August 5, 2011

Only sixteen stocks made the "Creme List" this week and we cut AMGN, SYY, and T from the list as they failed to show up in the elite group for 13 consecutive weeks.  No new stocks were added to the list this week.  Two companies are priced to "Buy" as indicated the the * adjacent to the position number. … [Read More...]

200 Level

Kepler Portfolio Review: 24 October 2011

Once more it is time to update the Kepler Portfolio.  Platinum members can see the Dashboard worksheet showing the asset allocation plan in the following screen shot. Note that both the Sortino and Retirement ratios are slightly negative.  The Internal Rate of Return (IRR) for the Kepler is trailing the VTSMX benchmark by 0.3%.  We should be able to make that up if and when the … [Read More...]

Asset Allocation: Medium-High Risk Portfolio

This is the fourth portfolio in this series of relative risk allocation plans based on the data table found in this blog entry.  Note how the projected return is rising, but so is the projected uncertainty.  Return and Risk are highly correlated.  It is difficult to find a combinations of tickers that will increase the projected return while driving down the projected standard … [Read More...]

400 Level

NASDAQ: Watching The Signals Move Together

What are the connections between technical indicators such as Point and Figure (PnF), Exponential Moving Averages, Relative Strength Indicator (RSI), Moving Average Convergence Divergence (MACD), and Chaikin Money Flow (CMF)?  Platinum readers have seen many graphs of all but the PnF variety.  Do these technical signals reinforce each other so we can reduce portfolio risk.  Keep in … [Read More...]

Three-Year QPP Analysis for Equity ETFs

Now that you have had a few hours to digest the prior blog post where I used four years of historical data, the following table uses the "default" period of three years.  What a difference one year makes.  I've only seen this much "blood" when the market was at or near a peak. … [Read More...]