100 Level

Establishing An Investment Philosophy

Before buying a stock, mutual fund, ETF, or any other investment, it is best to think through what you want your portfolio to accomplish.  For most savers, the portfolio is expect to grow in size and eventually throw off sufficient income to see one through their retirement years and perhaps pass something on to children and a favorite charity.  Exactly what is my investment … [Read More...]

“The Power of Passive Investing”

"The Power of Passive Investing" is the title of Richard A. Ferri's latest book. My copy arrived yesterday and I will be writing and amplifying on certain topics over the next few weeks and likely into the new year. It is a book filled with excellent ideas. A principle thrust of the book is one of pitting passive investing up against active investing or active portfolio management. … [Read More...]

300 Level

Tweaking the Five-Asset Class Portfolio

"Holy Grail" Portfolio Investors will find this simple portfolio of great interest.  I tweaked the percentage allocations and inserted Vanguard ETFs where appropriate. Vanguard and iShares ETFs track each other so that was not the key factor in coming up with this portfolio. Readers will note that I have the hedge ETF, SDS waiting in the wings. I will try to remember to post … [Read More...]

QPP Analysis of Kepler Portfolio

Nearly six months rolled by since the last Quantext Portfolio Planner (QPP) analysis of the Kepler Portfolio.  Platinum readers can go through the QPP analysis and do not neglect the correlation matrix.  Take a close look and let me know your observations. … [Read More...]

200 Level

Wild Wake-Up Portfolio For The Aggressive Investor

If you are looking for simplicity with sufficient risk that one will need to employ the ITA Risk Reduction model, check out the Quantext Portfolio Planner (QPP) analysis of this six asset portfolio. Platinum membership available for a mere $5.00 per month.  Monitor your portfolio and quickly pay for the membership. … [Read More...]

Portfolio Performance: 5 November 2010

Portfolio Performance The market this past week reminded me a bit of market action in the late 1990s in that it was very difficult to outperform the S&P 500. In our case, we use the total market index, VTSMX, as a primary benchmark and it was a challenge for any of the ten portfolios tracked using the TLH spreadsheet to do better than that benchmark. The Retirement Ratio (RR) remained the … [Read More...]

400 Level

Using the Delta Indicator

Quantext Portfolio Planner Expanded While I hope to have the following article published on Seeking Alpha, I am permitted to make it available to Platinum readers since it is not readily available free on the Internet.  Here is the article as I submitted it to SA.  Platinum members have see this expansion of the QPP analysis before, but I don't recall ever posting both extremes so … [Read More...]

ITARR Style Portfolios: What Next?

Now that we are near the end of the month, what are the plans for the Maxwell, Euclid, and Madison portfolios?  A price check this morning show all seven basic ETFs are well under their 195-Day EMAs.  Should this continue until November 30th, and I expect that to be the case, we will not make any changes in these three portfolios even though we do hold partial positions in VTI, IWN, IGE, … [Read More...]