100 Level

If I Were Starting A New Portfolio Today

What would a portfolio look like if I were starting from scratch today?  Here are a few basic principles to consider before making the initial Strategic Asset Allocation decision. Begin by using index funds or index ETFs.  My preference, as Platinum members well know, is to use "non-managed" index ETFs.  Yes, someone needs to make a decision what goes into the ETF, but for practical purposes … [Read More...]

MACD Defined

Yesterday, I wrote a piece on "Sell in May and Go Away," Sy Harding's Seasonal Timing Strategy (STS).  Built into that strategy is something called MACD.  MACD is an acronym for "Moving Average Convergence-Divergence" Trading Method.  I first read about MACD back in 1979 when Gerald Appel published a pamphlet under the same title. In that 22 page pamphlet he … [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...]

ITA Index: Making It Work

Building a Customized Benchmark Serious investors monitor and measure the performance of their portfolio(s).  Otherwise, how is one to know if portfolio decisions are adding or subtracting alpha.  Portfolio decisions include market timing, asset allocation, selection of stocks, index funds, ETFs, mutual funds, and professional money managers.  Measuring performance is a … [Read More...]

200 Level

ITA Portfolio: A Well Diversified Mix of ETFs

Platinum members are encouraged to take a close look at the following list of ETFs that make up this portfolio. The following material is not available for publication on Seeking Alpha or other Internet sites.  This material is reserved for Platinum members. … [Read More...]

What The Experts Say About Index Investing

Photograph:  Georgia O'Keeffe Museum Research Center - New Mexico   Perusing the Bogleheads web site, I found this long list of quotes from well known investment writers and managers.  Here is what they have to say about index investing.  These bits of wisdom further explain why I favor tilting investments toward non-managed index vehicles.  Further, I favor ETFs for … [Read More...]

400 Level

New Feature: ETF Evaluation Model

ETFs Positioned to Buy The following data table is something new, although I did mention the possibility I would be putting together such an ETF evaluation.  In the following table I've combined a number of variables such as the 195-Day EMA and Chaikin Money Flow and quantized them into a percentage that you see in the right-hand column.  Platinum membership available for $5.00 per … [Read More...]

Three-Year QPP Analysis for Equity ETFs

Now that you have had a few hours to digest the prior blog post where I used four years of historical data, the following table uses the "default" period of three years.  What a difference one year makes.  I've only seen this much "blood" when the market was at or near a peak. … [Read More...]