100 Level

Active Managers: How Well Do They Do?

For a little excitement I Googled the phrase, "Active Managers Outperform the Market." Here are a few of the top sites I uncovered with this search. 1. Active Managers' Market-Beatings Claims Debunked. Give the irritating ad time to clear. 2) Active Managers Didn't Outperform in This Bear Market. 3) Active Managers Take a Beating in 2010. 4) Can Active Investment Managers … [Read More...]

Another Six Asset Class Portfolio

Photograph: Grill of a Delahaye sedan photographed at the Mullins Automotive Museum in Oxnard, CA The screen shot below shows the analysis of a six asset class portfolio.  TLT, BSV, HYG, and TIP ETFs all fall into the bond/income asset class leaving VTI, VEU, VWO, VNQ, and DBC to represent individual asset classes. While this portfolio is superior to many recently posted, it still falls … [Read More...]

300 Level

Bohr Portfolio Update: 24 September 2012

Several changes took place in the Bohr Portfolio since the last update.  I sold shares of VOT in order to bring mid-cap growth into balance.  I also sold a few shares of VTV, but large-cap value is still 1.1% above target.  Cash from these sales was used to purchase VWO, PCY, and DBC.  Emerging markets and commodities are within target limits, but I still need to pick up more … [Read More...]

New Feature To Be Added To ITA Wealth Management

A new feature or service will be added to ITA Wealth Management sometime over the next six weeks.  For those investors who choose to add individual stocks, such as high yield or "Piotroski stocks," a new analysis will be added.  This is software I use several years ago, but never included it in the ITA offerings. … [Read More...]

200 Level

Lottery Foolishness

Who plays the lottery?  A recent news release revealed that lottery players earning $13,000 or fewer dollars per year, were spending 9% of their wages on lottery tickets. Yes - nine (9%) percent. Then I ran into this report when I was searching for more information on who plays the lotteries. Readers of this blog know that one does not fund a retirement plan by playing the lottery. What we … [Read More...]

Is It Fair To Compare Performance Results Of Different Portfolios?

Is it fair to compare performance results of different portfolios?  ITA Platinum members have see a number of comparisons on this blog and I plan to publish more results.  However, there are inherent problems when it comes to portfolio performance comparisons.  Let me list a few as it is important to keep in mind these problems. 1) When selecting a sample portfolio from a web site … [Read More...]

400 Level

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...]

Bullish Percent Indicators Continue To Show Market Weakness

Last week the Bullish Percent Indicators (BPI) began to show cracks.  This week those cracks opened up further, but not to crevasse proportions.  There was one exception within sectors as you will see below. This material is not available for publication elsewhere on the Internet. … [Read More...]