100 Level

“Swensen Six” Series Coming

Be sure to link to http://itawealth.com this coming week to read the three-part series on the "Swensen Six" portfolio.  To get you started on what the "Swensen Six" is all about, check out these three … [Read More...]

Anne Murray: CD Recommendation for November

One of my favorite female singers is Anne Murray as she has one of the most melodious and easy to listen to alto voices.  Of the many CD she has recorded, I'll begin with Croonin'.  Perhaps I will list other favorites in the future.  If you are not familiar with Murray, this is a great CD to use as a starter. Here is one positive review from an Amazon viewer. "I've been a fan of Anne Murray … [Read More...]

300 Level

Curie Portfolio Review: 29 November 2011

These portfolio reviews roll around faster than one might expect and this morning is the time to reexamine the Curie Portfolio. Checking over the Dashboard (worksheet from inside the TLH Spreadsheet) is the first order of business.  Readers will quickly see that this portfolio needs some attention.  I've yet to make a firm decision on whether to continue allocating any percentage to … [Read More...]

8 Dividend Stocks Supercharge the Swensen-Six Portfolio

Eight dividend aristocrats added to the "Swensen-Six" Portfolio boost return, increase yield, without doing extensive damage to the portfolio volatility. The following screen-shots show the original "Swensen" portfolio, a supercharged version, the correlation matrix for the supercharged portfolio, and the "Delta Factor" projections for the supercharged portfolio when … [Read More...]

200 Level

My Twenty ETFs

Selecting 20 core ETFs is not all that difficult until one is down to the last five to seven tickers. While I could come up with my favorite 20 ETFs, that would be too simple.  Instead, my twenty will come from several major asset classes as outlined below. U.S. Equities Bonds International markets Real Estate Commodities ETFs from U.S. Equities in this search will include the "Big … [Read More...]

In Search of the “Holy Grail” Portfolio Asset Allocation

Searching for that idea asset allocation is a never ending challenge. Particularly if one does not want an overly complicated portfolio. Below is a slight variation of a Strategic Asset Allocation plan laid out earlier this week. While the projected return meets the goal of exceeding the projected return for the S&P 500 by more than 100 basis points (1.0%), the projected uncertainty is a … [Read More...]

400 Level

Is It Time To Hedge This Market?

Hedging or shorting the market is a high risk game and I'm not about to tell anyone what to do.  Shorting is the ultimate in market timing, and most of us know the pitfalls associated with such activities.  Having waved those red warning flags, let's take a look at the data.  As I mentioned in a recent comment, investors are in a quandary when it comes to holding down portfolio volatility.  To … [Read More...]

The Stock Market Is Stronger Than You Might Assume

With all the negative news one picks up, are you aware that the stock market is showing signs of strength, particularly when the different sectors are analyzed?  Tomorrow, I will be posting the latest data on the Bullish Percent Indicators (BPI) for the broad markets as well as ten sectors. This morning the NYSE BPI is showing that the offense has the ball as there are X's in the … [Read More...]