100 Level

Huffington Post Article

Remove the sphygmomanometer from your arm before reading this Huffington Post article on the 10 Biggest Wall Street Lies. … [Read More...]

“Who Stole the American Dream?

I mentioned that I am reading Hedrick Smith's book, Who Stole the American Dream?"  Nearly 30% into the book I came across this bit of data.  "The 401(k) track record is not good.  After twenty-five years, the typical account balance was just $17,686 on January 1, 2011, according to the Employee Benefits Research Institute (EBRI), which tracks 401(k) records for twenty-two million people.  The … [Read More...]

300 Level

“Creme List” for February 18

Twenty stocks made the "Creme List" this week, a high number based on results over the past year.  LLTC was cut from the list as it went more then 13 weeks without making the elite list.  Only one stock is priced to buy based on my analysis.  This is not surprising considering the high market. Check the stock with the * in the following data table. … [Read More...]

Rebalancing: How Important?

Below are rebalancing results that Bob Warasila recently updated.  As background for this study, we started with eight asset classes and invested $10,000 in each for a total of $80,000 for the portfolio.  The asset classes consisted of the "Big Six," REITs, and International Markets.  In 1989 I did not have easy access to data on commodities, international real estate, … [Read More...]

200 Level

Portfolio Performance Data Table For Eleven Portfolios: 22 June 2012

After missing last week, here is the latest portfolio performance data for the eleven portfolios tracked at ITA Wealth Management.  Seven of the eleven gained ground on the VTSMX over the past two weeks and the other four held even.  Those that pulled ahead of the benchmark were: Curie, Newton, Einstein, Kepler, Bohr, Kenilworth, and Gauss.  Since I made some asset allocation … [Read More...]

Lottery Foolishness

Who plays the lottery?  A recent news release revealed that lottery players earning $13,000 or fewer dollars per year, were spending 9% of their wages on lottery tickets. Yes - nine (9%) percent. Then I ran into this report when I was searching for more information on who plays the lotteries. Readers of this blog know that one does not fund a retirement plan by playing the lottery. What we … [Read More...]

400 Level

QPP Analysis of “Top 17 Stocks”

Selecting the recommended stocks from the 40 securities listed in a prior blog, here is the Quantext Portfolio Planner (QPP) analysis of those 17 stocks.  Included is the Correlation Matrix graph and for good measure, I threw in the "Delta Factor" projections.  Since there were fewer stocks than in the original analysis I was able to show all the correlations. QPP Analysis:  As in the prior QPP … [Read More...]

Portfolio Risk: Advantages of Semivariance

Semivariance: Preferred Risk Measurement Portfolio risk is given lip service, but rare is the investor who takes pains to actually measure the risks involved in the makeup of their portfolio. It is common to hear an investor indicate they have a well-diversified portfolio if it is made up of more than 15 to 20 stocks. The correlation between the investments might be a mystery, yet the claim is … [Read More...]