100 Level

Welcome To New Platinum Members

New Platinum members who signed up over the last few months and still trying to find your way around this blog will benefit from moving over the the right sidebar and clicking on either Beginning Investors or Critical Material categories.  The advantage of using Categories is that you will pick up the oldest blog posts first, whereas doing a search for a topic will bring up the latest blog … [Read More...]

Checking Up On ITARR Indicators

For those investors who are either following or implementing the ITA Risk Reduction (ITARR) model, here are the latest results for the following critical ETFs:  VTI, IWN, VEU, VWO, VNQ, RWX, TIP, TLT, PCY, DBC, and GTU.  Only TLT, DBC, and GTU were priced below their respective 195-Day EMA when checked earlier this morning.  The relative positions can change so here is a link you may wish to … [Read More...]

300 Level

“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...]

Newton Portfolio Update: 15 May 2012

How well is the Newton Portfolio performing?  Below are screen shots of the Dashboard and Portfolio Performance data.  Even though the Newton is not part of the ITA Risk Reduction experiment, I did lighten up on both international and emerging markets.  The follow table reflects asset classes where I sold some holdings in VEU, VWO, and DBC.  So far those moves helped the … [Read More...]

200 Level

Asset Allocation: Breaking It Down

Launching a new portfolio requires a portfolio policy or an asset allocation plan.  There is a significant body of research on the importance of this decision.  However, some of the latest research by Ibbotson and Associates show this decision to be less important than it was thought to be twenty years ago.  Here are some of the steps I go through in thinking through what it means … [Read More...]

Portfolio Performance – 22 October 2010

The following data table exhibits the latest portfolio performance information through October 22. Two critical measurements are found in the last two columns, the Sortino Ratio (SR) and the Retirement Ratio (RR). Of the ten portfolios tracked using the TLH spreadsheet, most showed a slight decline in the SR and RR values since last posted. Other data to pay attention to is the difference between … [Read More...]

400 Level

Delta Factor and Stocks of Interest

Out of curiosity, I wanted to see what the "Delta Factor" would tell us for a group of stocks that show up with a "Buy" signal on my Watch List or 150 stocks.  Without a lot of comment, below is a list of stocks that are priced for purchase based on the pricing models I use within the Watch List.  Extracting only those stocks, I ran them through the "Delta … [Read More...]

Four Sector ETFs Outperforming the Broad Market

Three sector ETFs, Consumer Discretionary (VCR), Healthcare (VHT), and Financials (VFH) have consistently been performing above Vanguard's Total Market ETF, VTI, for a number of weeks. Today, another sector ETF, Industrials (VIS) pulled ahead of VTI. When ranking securities within a portfolio, VTI is used as a performance benchmark and any sector ETF that outperforms the VTI is included in the … [Read More...]