100 Level

High Fees Are A Problem

Three days ago I posted a link to The Portfolioist to draw your attention to how fees cut into your retirement account.  The American Association of Individual Investors (AAII) is also featuring this study.  Here is the AAII announcement that was sent out to subscribers on June 7th.       Dear Member, If you lost $155,000 to fees, how angry would you be? … [Read More...]

Why Use Index Funds?

The Power of Index Investing Why are 80% to 85% of all investors wrong?  Could it be the power of advertising and greed?  What do I mean when I say a high percentage of investors have it all wrong?  Simple!  The majority of investors build their portfolios by selecting individual stocks.  While we do not find fault with investors who want to add a few highly selected … [Read More...]

300 Level

QPP Analysis of Faber Ivy Ten Portfolio

Yesterday I analyzed the Faber-Richardson Five portfolio found in The Ivy Portfolio.  In this post, Platinum members will find the QPP analysis of the Faber-Rickardson Ten.  I used the same five-year time frame so readers can compare the two results.  Improvements and negatives come with this expanded portfolio. While the projected return moves up to 8.2%, we give up risk as the … [Read More...]

Smartest High Risk Portfolio

This is the last article in this series of QPP analysis of Solin's "supersmart" portfolios.  Of all the portfolios, this one is perhaps the weakest.  Read on to understand why. … [Read More...]

200 Level

Is It Fair To Compare Performance Results Of Different Portfolios?

Is it fair to compare performance results of different portfolios?  ITA Platinum members have see a number of comparisons on this blog and I plan to publish more results.  However, there are inherent problems when it comes to portfolio performance comparisons.  Let me list a few as it is important to keep in mind these problems. 1) When selecting a sample portfolio from a web site … [Read More...]

QPP Analysis of Faber Ivy Ten Portfolio

Yesterday I analyzed the Faber-Richardson Five portfolio found in The Ivy Portfolio.  In this post, Platinum members will find the QPP analysis of the Faber-Rickardson Ten.  I used the same five-year time frame so readers can compare the two results.  Improvements and negatives come with this expanded portfolio. While the projected return moves up to 8.2%, we give up risk as the … [Read More...]

400 Level

Risk Avoidance the Mebane T. Faber Way

Managing risk is a significant component of portfolio management.  We monitor risk through the Sortino and Retirement Ratios within the TLH spreadsheet, but we do not use the TLH as a technical analysis tool.  It is not designed to perform those functions.  This morning I pulled Matt Willson's article off Seeking Alpha.  Within the article is a reference to Mebane T. … [Read More...]

Bullish Percent Indicators For Major Markets

Below is the current data for the Bullish Percent Indicators.  The big changes this week showed up in the NASDAQ 100 and S&P 500 as both dropped sufficiently to hand the ball over to the defense.  In another post I will show the sector breakdown, but I can tell readers that energy is going through the roof.  The hot weather on the east coast is moving a lot of money into the … [Read More...]