100 Level

We All Love Ennio Morricone

The CD recommendation for the week is Soundtrack music from the "We All Love Ennio Morricone" recording. My recording has a few glitches so it is anything but perfect. If you are not familiar with Morricone, this is a good introduction.  Read the Amazon reviews as they are, in general, quite accurate. … [Read More...]

Muling

Photograph: Fort in Savannah, GA Have you ever heard of "Muling?"  It was new term to me until this week when a former student sent me this URL.  Check it out. … [Read More...]

300 Level

Abbott Laboratories (ABT): Supercharge Your ETF Portfolio

Abbott Labs is one of the stocks I used as an example of how one might supercharge a portfolio made up of non-managed index ETFs.  What is the outlook for ABT when analyzed in isolation?  Platinum members will find such an analysis below.  I am using Better Investing's Stock Selection Guide for this analysis and the data comes from the American Association of Individual Investors … [Read More...]

QPP Analysis of Gauss Portfolio

The following list of ETFs matches up with the asset allocation plan laid out for the Gauss Portfolio.  Users of the QPP program are having difficulties with updating data, but I did manage to break through today and gather the data for this analysis. While the Standard Deviation (15.8%) is a tad higher than we like, we will be able to hold down portfolio uncertainty by implementing the ITA … [Read More...]

200 Level

Preparing for Einstein Update

One of the primary reasons for the advanced preparation for the Einstein update is to show readers a list of ETFs that provide global coverage while including enough low correlated ETFs for all types of markets.  This list of ETFs does not differ all that much from the 18 used in The Feynman Study.  Instead of many iShares I've substituted Vanguard ETFs as they have sufficient historical records … [Read More...]

Active vs. Passive Investing: Part 7

Section Seven of the "Active vs. Passive Investing" article is sumarized the following paragraph. "Some indexers never claim passive investing gives superior returns. They claim only that active investors do better than the benchmark some of the time, and worse some of the time, while passive investing gets rid of that risk by equaling the benchmark every time. They admit some … [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...]

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...]