100 Level

Motley Fools, Passive & Active Investing

Photograph:  Mt. Bachelor in Central Oregon If you need more evidence to support passive rather than active investing, here is another article on what is happening over on the Motley Fools web site.  In the 1990s, I was a regular reader of material on the Fools site. At the time is was the most popular investment web site to visit.  I devoured their popular book, "The Motley … [Read More...]

Music Recommendation for Week of April 14

My first recommendation for this week was Masters of the Trumpet until I saw that only used copies are available on Amazon, and the cost is excessive.  If you are able to secure this CD from another source, I highly recommend it.  Moving on to another excellent choice is a complete recording of Johannes Brahms symphonies.  There are many choices of these symphonies and my recommendation is only … [Read More...]

300 Level

Schrodinger Portfolio Review: Second Quarter Update

Nearly a month passed since I last updated the Schrodinger Portfolio, a passively managed investment fund.  This portfolio still holds a few ETFs that were purchased approximately ten years ago.  About the only changes in recent months has been the addition of dividends. I'm not too concerned about the three asset classes that are above target. When the political debate on the … [Read More...]

Portfolio Activity

Photograph: Cafe in Dublin, Ireland Einstein Portfolio Changes Shares of VOE were sold from the Einstein Portfolio in an effort to bring the Mid-Cap Value asset class into balance.  As you can see from the Dashboard worksheet below, this asset class is still over target, even with the Threshold set at 30%.  Normally, if one were adding significant amounts to the portfolio each month, … [Read More...]

200 Level

Schrodinger Portfolio Update: 3 January 2012

With all dividends recorded, the following Schrodinger Dashboard shows this portfolio is in very good condition.  At least nearly all asset classes are within the target ranges.  I am down about 170 shares of RWX in international REITs, but we have plenty of time to rebuild that asset class as the price of RWX is well below its 195-Day Exponential Moving Average (EMA). … [Read More...]

Simplified “Holy Grail” Portfolio: A 12-ETF Approach

12-ETF Portfolio Following up on yesterday's blog post, here is a simplified revision of the "Holy Grail" portfolio.  Any time one can reduce the number of holdings and improve the return and volatility projections, give the new portfolio high marks.  The following group of twelve (12) ETFs provides a higher Return/Risk ratio than the portfolio discussed yesterday.  … [Read More...]

400 Level

Four Sector ETFs Outperforming the Broad Market

Three sector ETFs, Consumer Discretionary (VCR), Healthcare (VHT), and Financials (VFH) have consistently been performing above Vanguard's Total Market ETF, VTI, for a number of weeks. Today, another sector ETF, Industrials (VIS) pulled ahead of VTI. When ranking securities within a portfolio, VTI is used as a performance benchmark and any sector ETF that outperforms the VTI is included in the … [Read More...]

Bullish Percent Indicators Power Their Way To Offensive Positions

If anyone was in doubt as to the strength of the U.S. Equities market, take a close look at the following two screenshots.  Any cracks that were beginning to show a few weeks ago have been patched.  The Bullish Percent Index as illustrated by Point and Figure (PnF) graphs left no doubt this week that the offensive teams are in complete control.  Only the Utilities sector failed to make the jump … [Read More...]