100 Level

The Art of Mosaic Investing

Mosaic Investing:  What is it? Active and passive investing are terms well known to the investing community, but what is Mosaic Investing?  While Mosaic Investing is not part of the Wall Street lexicon, it does convey meaning to investors who primarily construct portfolios using index mutual funds or index Exchange Traded Funds (ETFs) plus a few individual stocks.  Mosaic is to … [Read More...]

Third Quarter Reminders

Today ends the third quarter for 2010. TLH spreadsheet users should have the VTSMX and VFINX distributions entered. Make sure to include all the monthly dividends when the broker statements are available or go into your account and see what the dividends are for this month. … [Read More...]

300 Level

ITA Ratio Video/Audio Clip

Here is another help session for users of the TLH spreadsheet.  This clip provides additional explanation of how to introduce the ITA Ratio, a new performance bar for index portfolios. … [Read More...]

Madison Portfolio Update: 24 October 2012

Nearly all asset classes are in balance and the ETFs are still priced above their 195-Day Exponential Moving Averages, so this portfolio will not need attention for another month.  The commodity, DBC, dropped below the 195-Day EMA, but I do not hold that commodity in this portfolio. … [Read More...]

200 Level

Curie Portfolio Update

Three parts of the Curie Portfolio are presented below as this portfolio is reviewed.  First, is the all important Dashboard.  Examining the overall Strategic Asset Allocation plan is essential to see where the portfolio stands with respect to the broad plan.  Second, is the rebalancing data table shown in each TLH spreadsheet.  This is a relatively new feature in the TLH as it … [Read More...]

SORDEX Ratio Blog Post Reworked

I just reworked an older SORDEX blog post.  The reason I did not bring this post forward is that there are links when one searches for this information on the Internet and I don't want to break those links. I will likely rework this concept using the latest projected portfolio volatility as the numbers don't look quite so bad with the lower standard deviation projections. … [Read More...]

400 Level

Using the Ranking Spreadsheet as a Timing Tool

This Post is in response to a comment from a member concerning whether the Ranking Sheet (and Momentum Percentage) might be useful as a general market timing tool for different markets (e.g. US Equities, non US Equities). As suggested by the member, I've setup the spreadsheet with only 4 ETFs, US Equities (VTI), Developed Markets ex-US (EFA), Emerging Markets ex US (VWO) and (the inevitable) … [Read More...]

Bullish Percent Indicator: 1 March 2013

Few major changes occurred in either the index or sector Bullish Percent Indicator (BPI) tables.  Overall, the numerical values decreased, but not in every area of the market.  Our primary BPI indicator, the NYSE, declined in numerical value, but not to the point where the offense gave the ball up to the defense.  Of the major indexes, only the NASDAQ and DJTA index markets are controlled by the … [Read More...]