100 Level

Optimizing Dividend Stocks

Here is my optimization analysis on a 12-Dividend portfolio made up of individual stocks.  It might be interesting to look at a portfolio made up of 20 to 30 individual stocks. I like the 9.0 projected return and the high Return/Risk ratio.  A yield of 2.7% is also quite respectable. Do these results match others who are using this optimizer in conjunction with the QPP software? … [Read More...]

The Case for Indexing

If any ITA readers need additional evidence for building portfolios using a core of index instruments, be sure to read a few of the Ten Top Investment books recommend on this site and extract this PDF file off the Internet.  Go to the link provided and look for the PDF link.  This Vanguard paper titled, The Case for Indexing is written by Christopher B. Phillips, CFA. There are many … [Read More...]

300 Level

Bohr Portfolio Update: 30 May 2013

A few adjustments in the Bohr Portfolio took place over the last month based on recommendations coming out of the optimization-momentum spreadsheet.  For example, shares of BND and TIP were sold and shares of VCR and VTI were added to the portfolio.  The Bond and Income asset class is below target due to sales of BND and TIP, and Large-Cap Growth moved above target as a result of adding VCR to the … [Read More...]

Annaly Capital Management (NLY): Little to Offer Except High Dividend

What does Annaly Capital Management (NLY) have to offer other than a high yield of 12%?  Sales, profits, and earnings are erratic making it difficult to perform any sort of useful analysis.  Check the screenshots below. Not for publication elsewhere on the Internet. Page 1:  Looking at the graphs one would think they are at Six Flags amusement park.  While it is difficult to make any sort of … [Read More...]

200 Level

Beat The Market

How many times have you heard the phrase, "Beat The Market?" Over a year ago, Mark Hulbert wrote an article on this subject. Here is an important quote from the Hulbert article. If you don't know who Mark Hulbert is, Google his name and learn about his contributions to the field of investing. "Even that, however, underestimates the difficulties of beating an index fund. … [Read More...]

Portfolio Performance: 12/3

Below is the first draft of the 12/3/2010 portfolio performance. First draft in that not all the November or December dividends are included for all the portfolios. Most of the portfolios are hanging on to leads over the VTSMX. Perhaps of more importance are the positive values showing up for the Sortino and Retirement Ratios.   [Table=49] * Insufficient data. Platinum memberships are … [Read More...]

400 Level

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]

Bullish Percent Indicators: 19 July 2013

What information can we glean from the Bullish Percent Indicators (BPI) this week?  Pay attention to our primary index, the NYSE.    When we examine the performance of individual sector ETFs with respect to the broad market (VTI) not many are outperforming the broad U.S. Equities ETF. BPI of Indexes:  Our primary BPI index, the NYSE, actually increased in the number of stocks showing a bullish … [Read More...]