100 Level

Iteration Solution

Platinum members using the TLH spreadsheet may find an iteration issue from time to time when the IRR calculation for an investment moves from positive to negative or negative to positive.  The Excel™ SS needs a little nudge to launch the iteration calculation. Go to the TLH SS Help page and reference the #7 help video.  To find the TLH SS Help page, look across the navigation … [Read More...]

ITA Risk Reduction Followers

Early this morning I ran through the primary ETFs used to populate most portfolios and only commodities and gold are in the doghouse.  That is, DBC and GTU are currently priced below their 195-Day Exponential Moving average.  To see what this looks like, here is the link for DBC, our primary commodity holding. Portfolios managed using the ITARR model are out of gold and commodities.  I may hold … [Read More...]

300 Level

5 ETF Bond, REIT, & Gold Portfolio

Is it possible to build a portfolio that does not include U.S. stocks or international equities?  The following portfolio was suggested by a reader and it originates from a well-known author.  Here are the five ETFs that make up this conservative portfolio. 1-3 Year Treasury Bond (SHY) Intermediate Bond ETF (BIV) Emerging Market Bonds (EMB) Real Estate (VNQ Gold … [Read More...]

“Creme List” for March 11th

"Creme List" for March 11, 2011 Despite the market action this week, the "Creme List" remains much the same. At least the top eight positions did not change.  PG dropping off the elite list was one significant change.  A new stock was added to the list and none were completely eliminated from the table. … [Read More...]

200 Level

Asset Allocation Example

In the table below, viewers see the asset classes discussed in a prior blog entry.  We are looking at fifteen asset classes, including Cash. In the second table the sample asset allocation is broken down into percentages and we cut out the Core holding, moving the number of asset classes to twelve. [Table=6] … [Read More...]

Maxwell Portfolio Review: 9 July 2012

The Maxwell Portfolio Review time is here again.  Developed international markets (VEU), emerging markets (VWO), and commodities (DBC) are still priced below their 195-Day Exponential Moving Averages so those asset classes will remain under target.  I made an error of purchasing shares of small-cap blend (VB) when I meant to buy shares of mid-cap blend (VO).  That is the reason … [Read More...]

400 Level

Ranking Critical ETFs

Now that I have the capability to work with more than 20 ETFs within the ranking worksheet, I made a list of the critical securities one might use to construct a portfolio.  There are three sector ETFs in this group and a special ranking of sector instruments will be conducted to determine which are part of this larger grouping. While the ranking is important, also pay attention to the … [Read More...]

Delta Factor Projections for International Countries

Based in a request from a Platinum member, here are the Delta Factor (DF) projections for the international countries I track on a regular basis.  As might be expected, since DF relies on reversion-to-the-mean principles, countries that are in trouble show up as the best opportunities over the next several years.  Investors need to perform their own research as the Delta Factor is just one … [Read More...]