100 Level

Free TDA Trades for 100 ETFs

Important News! Here are the instructions to receive free trades for 100 ETFs through TDAmeritrade. 1) Log on to account and go to the Research & Ideas tab. 2) Click on the ETF tab. 3) Look to the lower left side of the page and click on Commission Free ETFs.  Here is the link directly. http://www.tdameritrade.com/trade/etflist.html 4) Read instructions and enroll.   Please … [Read More...]

What To Do As Congress Debates and Postures

Investors are faced with many questions as Congress continues to waste precious time in solving what has become known as the "Financial Cliff."  How are you going to handle your portfolio over the next few months and what are the best practices to follow?  My advice is to do very little to next to nothing, but to expect a bumpy ride.  When I say "very little," I would not be adding large shares to … [Read More...]

300 Level

Updating the Curie Portfolio: 5 October 2011

Below is the standard review for the Curie Portfolio.  Yesterday, all remaining shares of the ultra-short ETF, SDS, were sold out of the Curie.  The two SDS sales gave us a 7.8% Internal Rate of Return (IRR) for this particular ETF. adding value to the portfolio.  For a long time it looked like a loss would result from holding SDS, but the recent major market decline finally brought … [Read More...]

Five-Year Analysis of “New Portfolio”

As promised, Platinum members can see the asset allocation for a portfolio designed to take advantage of the economy when it is in a growth stage while defending against inflation, and to a lesser degree, deflation.  While the portfolio is not recession proof, there are aspect to the following list of ETFs that will buffer against a recession. … [Read More...]

200 Level

Portfolio Performance Update

This week ended on a strong note with the broad market VTI up over 2% on the day.  However, that move was insufficient to pull the Maxwell and Euclid portfolios into positive territory. Portfolios available to Platinum members continue to do well when measured against the VTSMX benchmark. Only the Kenilworth is lagging and those numbers are exaggerated due to the short period this … [Read More...]

Portfolio Performance Data Table: 30 October 2012

Since the last portfolio performance update over a month ago, every portfolio with exception of the Euclid gained ground on the VTSMX benchmark.  All portfolios except for the Euclid and the Einstein gained ground on the ITA Index, the benchmark that is customized to measure relative performance for each portfolio.  These performance gains also improved the Sortino and Retirement Ratios. In … [Read More...]

400 Level

Risk Avoidance the Mebane T. Faber Way

Managing risk is a significant component of portfolio management.  We monitor risk through the Sortino and Retirement Ratios within the TLH spreadsheet, but we do not use the TLH as a technical analysis tool.  It is not designed to perform those functions.  This morning I pulled Matt Willson's article off Seeking Alpha.  Within the article is a reference to Mebane T. … [Read More...]

Optimizing QPP Analysis Asset Allocation Models

Some years ago I tested a Mean-Variance Optimization (MVO) software program that was designed for William Bernstein.  Manual data entry and knowing if it was accurate proved to be a problem.  Much to my surprise, I recently received an e-mail from the developers of Quantext Portfolio Planner (QPP), pointing me to an article that an Excel™ guru developed an optimization spreadsheet that links to … [Read More...]