100 Level

Solving Investment Problem #4: Fear of losing money.

The fear of losing money once it is invested in the stock market is quite natural.  Investing in the market from early 2000 through early 2009 was a particularly volatile period and not one to inspire investor confidence.  The alternatives to building adequate savings for retirement are limited.  Banks are paying zero to very little interest.  CDs are also generating low … [Read More...]

Blog Hint

Readers interested in looking over the portfolios listed under Categories/ITA Portfolios over on the right-hand edge of each page will find this hint useful.  Assume you are interested in examining the Schrodinger Portfolio.  Two methods are available to bring up all information on the Schrodinger.  1) Move to the right-hand edge and click on the Schrodinger link under … [Read More...]

300 Level

Bohr Portfolio Examined

This month the Bohr Portfolio received an infusion of cash and reduced shares of TLT to pull down the percentage held in the over allocated bond/income asset class.  A few May dividends were added keeping the IRR for the portfolio well ahead of the VTSMX benchmark and in line with the ITA Index, a customized benchmark. Shown below is the current Dashboard for the Bohr.  Limit orders are … [Read More...]

Maxwell Update: 29 July 2013

Review time has arrived for the Maxwell portfolio, one of the five test portfolios for the ITA Risk Reduction model.  The Maxwell gained 180 basis points over the ITA Index during the past two months.  Now we need to see some gains with respect to the VTSMX index.  The U.S. Equities market continues to be very strong compared to developed international and emerging markets. Efficient Frontier:  … [Read More...]

200 Level

$100,000 Starter Portfolio

For prospective investors just beginning a portfolio, here is a sample based on the Momentum-Optimization Model (MOM).  MOM is discussed elsewhere on this blog.  Just search to full title or MOM to find this material. We first begin with a ranking of all the securities we might consider for our holdings.  This includes approximately 30 ETFs.  Most are commission free to clients of … [Read More...]

Portfolio Performance: 22 January 2011

  While is was not a great week for portfolio returns, most of the updated portfolios showed gains in both the Sortino and Retirement Ratios.  Of the seven portfolios available to Platinum readers, five have positive SR and RR values, not a trivial accomplishment.  The Kenilworth is a very young portfolio so a few dollars difference away from the benchmark causes major swings in … [Read More...]

400 Level

When Was The Last Time The Bullish Percent Indicators Turned Bullish?

"Do you have enough data yet to have a sense of how far in advance or behind these changes are for market down turns or up turns. Clearly they are trailing data but maybe they can help us avoid major declines?" Bob Warasila asked the above question this morning so I went back into my Bullish Percent Indicators spreadsheet for the answer.  The last time the BPI was oversold for most of the major … [Read More...]

Bullish Percent Indicators Update: 29 March 2013

Bullish Percent Indicators provide clues to the general direction of the broad U.S. markets as well as sectors of the market.  There were few changes this past week as shown in the two tables below.  We first look at the broad markets where the offense continues to control the ball.  There is one exception.  The information is not quite so bullish when one drills into the individual sectors of the … [Read More...]