100 Level

Consensus on Wall Street is Risk of Decline Rising

USA Today Money section in this morning's paper asked the question - "Buy the dip?  Or protect the profits?"  The article debates whether or not this market will move higher or drop 5% to 10%.  The consensus of a high single digit retracement tracks our Bullish Percent Index projections and that is for the market to give up some of its recent gains.  Several analysts predict softness over the next … [Read More...]

Top Ten Investment Books: A Revised List

  Education is a crucial step toward financial success. Where does one begin when trying to come up with the top ten investment books?  Here is my revised list, but be forewarned, this is not a list of books that focus on either fundamental analysis of stocks, nor is it a list of books explaining technical analysis.  In fact, the list below is the antithesis of stock picking.  My … [Read More...]

300 Level

Smartest Low-Medium Risk Portfolio

With this low-medium risk portfolio we move up one notch in aggressiveness. This is still a very conservative portfolio with 60% committed to the bond/income asset class. Moving from 80% in bonds down to 60% brings about an increase in both projected return and projected uncertainty.  The Return/Uncertainty ratio is still a respectable 0.62. Platinum membership is available for a low $5.00 … [Read More...]

Stock Valuation Screen

Screening for Deep Value Stocks Using the latest database of information, I ran another "valuation" screen on over 9,800 stocks and came up with only three that passed the test.  Below are both the screen criteria and the resulting companies. Platinum membership is available for $5.00 per month. … [Read More...]

200 Level

Sample Portfolio For The Mosaic Investor

Investors who use a few individual stock will be interested in the following portfolio suggested by a reader.  By Mosaic, I mean an investor who uses an array of index ETFs (or index funds) and then sprinkles in some individual stocks. QPP Analysis of Suggested Portfolio:  In this analysis the S&P 500 is assumed to grow at an annual rate of 7.0% so this portfolio is projected to outperform … [Read More...]

Bohr Portfolio Review: 15 September 2011

Since the last update, shares of RWX, VOE, VEU, VTV, DVY, VWO, and VUG were added to the Bohr portfolio.  The number of shares were small as most of the asset classes are in balance.  The two asset classes that need attention are large-cap value and international REITs.  I over-shot large-cap value with purchases in VTV and DVY.  Mid-Cap Blend will take care of itself.  As … [Read More...]

400 Level

ITA RR Style Portfolio

Planning a Risk Reduction Portfolio Special note to Platinum members: I've been working on an asset allocation plan that I think would work for an ITA Risk Reduction (ITARR) style portfolio.  Below is the screen shot of the QPP analysis of such a portfolio.  In the current analysis, only seven of the 10 ETFs are used.  SDS would only come into play under extreme conditions. … [Read More...]

Bullish Percent Indicators Show Market Change

Nearly every major index and market sector showed improvement this week.  This came as a surprise, particularly as we enter the summer months.  However, the economy continues to strengthen, albeit rather slowly and not at all for too many citizens. The following information is not available for publication elsewhere on the Internet. … [Read More...]