100 Level

Review of John Bogle Book

Larry Swedroe, one of our favorite investment authors, writes a brief review of John Bogle's latest book.  Click here to see this review. … [Read More...]

Index Investing Puzzles

Check out this interesting article titled, "The Weighting Game, and Other Puzzles of Indexing."  Here are the opening two paragraphs. "If we had hosted a panel discussion about active and passive investing 15 years ago, we would have titled it: "Indexing, Does It Make Sense, and If So, Why?" The burden of proof would have lain at the feet of the indexers. That's … [Read More...]

300 Level

Madison Portfolio Update: 24 October 2012

Nearly all asset classes are in balance and the ETFs are still priced above their 195-Day Exponential Moving Averages, so this portfolio will not need attention for another month.  The commodity, DBC, dropped below the 195-Day EMA, but I do not hold that commodity in this portfolio. … [Read More...]

Madison Portfolio Review: 16 July 2012

Since the last review of the Madison, shares of VO and VB were added to the portfolio as there was no exposure to growth stocks in the mid- and small-cap asset classes.  Adding shares in these two blend asset classes brings us in contact with stocks of a style (growth) not previously held in the portfolio. … [Read More...]

200 Level

Portfolio Performance Results: 14 October 2011

Large-cap stocks continue to lead the market so portfolios diversified into the international markets lagged the VTSMX.  This is the trend over the last few weeks.  While many of the portfolios tracked by the TLH Spreadsheet gained a little ground on the Retirement Ratio, most lost out to the VTSMX benchmark.  Those readers who have been following basic ETFs using StockCharts can … [Read More...]

Bohr Portfolio Review: 23 April 2012

This last week in April looks to be a full one as four portfolios are up for review.  This morning I am updating the Bohr.  Moments ago I checked the TD Ameritrade Bohr account for dividends paid out by BND, TLT, and TIP.  Note the addition of the International Bonds asset class in the following Dashboard, even though I have yet to allocate a specific percentage to this new asset … [Read More...]

400 Level

Reviewing RSI and PnF Technical Indicators

Checking RSI and PnF Graphs Periodically I'll go through the ETFs held in most of the ITA Wealth Management portfolios and give each a visual technical check.  This examination is nothing more than a quick performance look of the Relative Strength Indicator (RSI) and the Point and Figure (PnF) graphs.  In the two links I use VWO as the example ETF. … [Read More...]

Equity ETF “Delta Factor” Projections: Three & Five Years

What are the projections for Equity ETFs using three and five years of historical data?  The projections based on five-years of historical data spans the "Great Recession of 2008" while the three-years of historical data includes one of the better bull markets of recent memory.  With this historical context, we can almost visualize the projections for the following "Delta Factor" data tables.  … [Read More...]