100 Level

Mosaic Portfolio

Photograph:  This little honey, a Talbot, was Grace's pick out of all the beautiful cars. Check more photographs at this site.  Look for the Mullin Gallery. For the last two days I've been working to come up with a set of ETFs and stocks that meet four standards.  1) The projected return for the sample portfolio should exceed the expected return for the S&P 500.  … [Read More...]

Why Do Amateurs Continue To Try When Professionals Fail?

Seeking Alpha is the scene of a debate around the viability of the Efficient Market Hypothesis (EMH).  Before going very far into this topic, please keep in mind that we don't want this information to be scattered very far in the world of investing as we want active manager to keep throwing those $20 dollar bills on the ground so we as passive managers can come along a scoop them up for … [Read More...]

300 Level

Stock Valuation Screen

Screening for Deep Value Stocks Using the latest database of information, I ran another "valuation" screen on over 9,800 stocks and came up with only three that passed the test.  Below are both the screen criteria and the resulting companies. Platinum membership is available for $5.00 per month. … [Read More...]

Dividend Aristocrats Ten Months Later

Nearly ten months ago a list of dividend oriented stocks were discussed on Seeking Alpha.  From the list of 42 Dividend Aristocrats, I honed in on those listed as a Buy.  Fifteen stocks made that elite list.  What kind of portfolio would an investor end up with when placed under the Quantext Portfolio Planner (QPP) microscope?  There are a few surprises as readers will see … [Read More...]

200 Level

Portfolio Performance: 13 April 2012

Although the individual portfolios declined in value since the last update, all gained ground when compared to the IRR VTSMX benchmark.  In most cases, the difference between the Internal Rate of Return (IRR) of the portfolio and the IRR for the ITA Index remained the same.  In a number of portfolios, the Sortino and Retirement Ratios dropped a fraction of a point. Click on title to … [Read More...]

ITA Portfolio: A Well Diversified Mix of ETFs

Platinum members are encouraged to take a close look at the following list of ETFs that make up this portfolio. The following material is not available for publication on Seeking Alpha or other Internet sites.  This material is reserved for Platinum members. … [Read More...]

400 Level

Preparing the Euclid and Maxwell for October

Platinum members tracking the discussion on Seasonal Timing Strategy (STS) are aware of an alert signal that will arrive on October 1st.  In preparation for that time I am positioning the Euclid and Maxwell portfolios to hold assets in seven different asst classes.  I was hoping to use IWM, but it is not among the TDAmeritrade commission free ETFs.  Here are the ETFs I plan to use … [Read More...]

Faber – Richardson “Ivy Model” Review

In response to a recent question, allow me to review the Faber - Richardson model as described in their book, "The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets."  The ITA Risk Reduction model focuses on the "Avoid Bear Markets" part of the Faber book. Here are the basic Faber - Richardson rules one can use with any portfolio.  Investors … [Read More...]