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...]

Five Essential Investment Decisions

Critical Investment Decisions 1.  Save Follow "The Golden Rule of Investing."  Save as much as you can as early as you can.  If you are not saving, why are you reading this blog?  Investing ideas only follow after one has developed the discipline of saving a percentage of each paycheck. 2.  Education Educate yourself by reading several of the Top Ten Investment Books listed on this … [Read More...]

300 Level

Allocation Changes Coming To Maxwell: 17 January 2013

Changes are coming to the Maxwell Portfolio.  1) I sold shares of Mid-Cap Blend (VO) and Small-Cap Blend (VB) as those two asset classes are highly correlated with Large-Cap Blend (VTI).  I will be selling off Large- and Mid-Cap Value for the same reason.  As replacements I will be adding shares of gold and emerging market sovereign debt when a buying opportunity arises. … [Read More...]

Modified Momentum Investment Strategy

Instead of writing out a detailed explanation of how one might modify the Feynman Model (as presented in Part 5), I prepared a YouTube "Camtasia" to illustrate how one might use the Hoadley-HedgeHunter spreadsheet to manage a momentum oriented portfolio. … [Read More...]

200 Level

Portfolio Performance: 6 April 2012

It has been several weeks since I last published a Portfolio Performance data table as I was away on a family emergency.  The following table contains current data as all the dividends for the first quarter are included in these results.  There was consistency up and down the portfolio columns.  In general, since the last post both the portfolios and the VTSMX benchmark lost a … [Read More...]

Asset Allocation: Medium-High Risk Portfolio

This is the fourth portfolio in this series of relative risk allocation plans based on the data table found in this blog entry.  Note how the projected return is rising, but so is the projected uncertainty.  Return and Risk are highly correlated.  It is difficult to find a combinations of tickers that will increase the projected return while driving down the projected standard … [Read More...]

400 Level

Bullish Percent Indicators: 28 September 2012

The broad market decline showed up in a number of the indexes and sectors as Platinum readers will see in the following data tables.  To check these results, be sure to set the BPI graphs to calculate percentage changes, not the traditional setting. … [Read More...]

QPP Analysis for Equity ETFs

It has been over a month since I last ran a "Delta Factor" analysis on equity holdings.  Platinum members will not be surprised when you see what ETFs are showing up as potential buying opportunities.  Keep in mind that the "Delta Factor" is a reversion-to-the-mean analysis.  What this means is that ETFs recently hammered into the ground are going to show up as a … [Read More...]