100 Level

Ten Biggest Investor Mistakes – #4

Wealth Management: Mistake #4: Investors lack knowledge about the importance of asset allocation.   Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go into the importance of overcoming this mistake as I have written extensively about this possible mistake. Just click on the … [Read More...]

Feynman Portfolio Study – Part 1

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from 06/29/2007 to 06/30/2003.  The VTSMX will be used as the reference, or benchmark, for comparison of portfolio performance through each future phase of … [Read More...]

300 Level

Ranking of Basic ETFs One Might Use In Portfolio Construction

From time to time I post the rankings of basic ETFs one might use to build a portfolio.  I'm always interested in seeing which ETFs are performing better than VTI, the total U.S. Equities ETF.  While this list is only a small sampling from all the ETFs that are available to investors, most of these are commission free to TDAmeritrade clients. This is not a "real" or actual portfolio operating … [Read More...]

Mosaic Portfolio Lookback – September 30, 2008

Bear Market Analysis of 2008 Investors with a memory of 2008 know that desperation was in everyone's mind.  How far could the market decline and when would it stop?  Continuing with our look-back theme, what information can we glean from the QPP analysis and what were the Delta Index signals? There is nothing I can see in the following data that throws up any warning flags and we … [Read More...]

200 Level

Retirement Planning: Begin Today

"Acting in loco parentis, the government could create powerful incentives to adopt passively managed, appropriately allocated investment programs."- David Swensen Any incentives to move citizens toward some sort of saving plan would benefit society.  More capital is available to develop businesses and retirees would be less dependent of Social Security for sustaining … [Read More...]

Portfolio Performance Update: 9 June 2012

Nearly all eleven portfolios gave up the gains of last week as both international markets (developed and emerging) "popped" a few days this week.  As might be expected, the Schrodinger maintained its stable performance as the asset classes are in balance and we are not using any type of Tactical Asset Allocation with this portfolio.  As a reminder, the Schrodinger is our best … [Read More...]

400 Level

Where Are We With The Technical Indicators?

About all I can say about this volatile market comes from Peanuts.  Good Grief!  If I were King, I would cool off market volatility by accessing a small tax on every share traded and not held for fewer than 30 days.  We could balance the national budget and begin to pay off the national debt -- and do it on the backs of those who are able to most afford it.  Since this is … [Read More...]

“Delta Factor” Signals for a Variety of Equity ETFs

Delta Factor Analysis of Equity ETFs Which ETFs appear to be priced for purchase at this time?  In the screen shot below Platinum members will find all the basic ETFs we use in our portfolios to cover the global equities market.  There are only a few ETFs that are priced to buy. … [Read More...]