100 Level

ETF Screener

Here is a useful link to an ETF screening site. I will place a link to it over on the right-hand edge so if you lose the link you will always know where to find it. … [Read More...]

Establishing a Sell Discipline

Knowing when to sell seems to be a more difficult decision than when to buy.  Once a stock or ETF position is in place, we tend to forget about it, whereas a lot of attention is paid to the entry point.  The sell decision is on my mind as I've given a lot of thought to the sell point for the Maxwell and Euclid portfolios.  For investors less inclined toward technical analysis … [Read More...]

300 Level

Creating The Customized ITA Index Benchmark For The Kenilworth And Other Portfolios

Constructing a customized benchmark to use as a performance standard is nearly as important as putting together a Strategic Asset Allocation (SAA) plan for a portfolio.  If one does not benchmark a portfolio how is it possible to know how well the portfolio is being managed?  To understand what is required to come up with a good benchmark, check this reference.  I also recommend … [Read More...]

Benchmark Requirements

What are the requirements for a proper benchmark? This issue comes up from time to time and I ran across it again in Richard Ferri's book, "The Power of Passive Investing." Here are the requirements, and I quote from his book. … [Read More...]

200 Level

Rebalancing Portfolio: Blending Dashboard and Optimizer

Now that an optimizing tool is available, how does one rebalance a portfolio by combining the output of an optimizer with the Dashboard guidelines?  The larger topic is one of asset allocation so I will start with the following Dashboard that defines an asset allocation plan. Dashboard:  Assume the following Dashboard lays out the Strategic Asset Allocation plan for a portfolio.  Only pay … [Read More...]

Annuities: Are They For You?

To read this article over on Seeking Alpha, go to this site.  There are links available you will not find in the posting below. … [Read More...]

400 Level

Suppose Today Was October 2nd

Suppose this was October 2nd instead of September 2nd and the alert is on for the Maxwell and Euclid portfolios.  It is time to fire up the StockCharts graphs for VTI, VEU, VWO, VNQ, and RWX.  Assume we are always going to include TLT and TIP in the portfolio.  Using VNQ as showing in the graph below, how do we interpret what move to make, assuming we were out of the market with … [Read More...]

Bullish Percent Indicators: 2 August 2013

All the major indexes powered forward this past week, but we now have three sectors that are controlled by defensive teams.  Technology and Telecommunications broke a three-week trend and joined Utilities which continues to show O's in the right-hand column despite its very high absolute value.  Here are the numbers. Index BPIs:  The following table displays the overall direction of seven major … [Read More...]