100 Level

What Comes After The Strategic Asset Allocation Plan?

Where do we go next after the following plans are in place? Credit cards are paid in full. A savings plan is in effect and money is set aside each paycheck. A discount broker account is open at a business such as TDAmeritrade. The Strategic Asset Allocation plan is in place. Ten to fifteen asset classes were selected for investment. We now come to the difficult and all … [Read More...]

Review of ITA Investing Philosophy

Rule #1: Follow “The Golden Rule of Investing.” Save as much as you can as early as you can — and continue to save. Understand compound interest. This rule includes getting out of debt, paying off credit cards every month, and learning to be a miser when it comes to spending money on frivolous items.  There is no substitute for saving when it comes to building a … [Read More...]

300 Level

Portfolio Performance For Week of April 20th

The good news this week is that ten of the eleven portfolios gained ground on the VTSMX benchmark.  Only the Newton did not pull ahead of the U.S. Equities index, but remained even.  What was a little strange is the fact that eight of the eleven portfolios lost a fraction of a percent to the ITA Index, our customized benchmark.  By pulling ahead of the VTSMX I assumed the portfolios … [Read More...]

Bohr Performance Data: 19 November 2012

The only trade over the last month was to sell nearly all shares of DBC since the price moved below its 195-Day Exponential Moving Average (EMA).  While the Bohr is not one of the five ITA Risk Reduction (ITARR) model portfolios, I still applied the idea under certain circumstances.  As Platinum can see from the Dashboard below, while the asset classes are within the target limits, there are a few … [Read More...]

200 Level

Which ETFs To Use When Constructing A New Portfolio

Which ETFs do I recommend for different asset classes when putting together that first portfolio?  The first move is to decide which asset classes to use.  Twenty-five months ago I posted this Asset Allocation blog and little has changed over that time.  One error in the table is the position of VEA.  That ETF should be included in the Developed International Equities box rather than the Emerging … [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...]

400 Level

International ETFs and The Delta Factor

This morning I located the following article, Why I Am Buying The Pain In Spain, on Seeking Alpha, one of the top blog sites on the Internet.  In the article, author Cam Hui states his belief in mean-reversion, the exact philosophy that is the foundation of my "Delta Factor" calculations.  Using Hui's article as a backdrop, I decided to run the Delta Factor numbers on the … [Read More...]

Bullish Percent Indicators: 28 September 2012

The broad market decline showed up in a number of the indexes and sectors as Platinum readers will see in the following data tables.  To check these results, be sure to set the BPI graphs to calculate percentage changes, not the traditional setting. … [Read More...]