100 Level

“Ten” Ivy ETF Portfolio

Ivy 10 Portfolio As you read through this 10-ETF portfolio, you may want to toggle back and forth between the latest analysis and this analysis I finished approximately four and one-half months ago. When I last analyzed the Ivy 10, little was gained by moving from five to ten ETFs. That is still the case.  In the 10-ETF portfolio, there are not ten different asset classes.  In my … [Read More...]

Basic Five Asset Class Portfolio

What are the basic asset classes that belong in every portfolio?  Investors beginning the portfolio construction process would do well to include each of the following five asset classes in their portfolio.  The ETF ticker suggestions are among those I use to populate these five asset classes.  This group of ETFs provide broad coverage of the world market, although there are still a … [Read More...]

300 Level

Swensen Portfolio Plus Dividend ETF VIG

As suggested by one reader, I removed the individual stocks from the Swensen-Six Portfolio and added VIG, a dividend oriented ETF.  Below is the Quantext Portfolio Planner (QPP) analysis, correlation matrix, and "Delta Factor" projections when using five years of historical data.  One big advantage of using VIG instead of several individual stocks is one of simplicity.  … [Read More...]

Newton Portfolio Review: 9 August 2011

Review of the Newton Portfolio was moved forward as shares of VEU, VBR, VOT, and VOE were purchased last week.  Dividends also came in from EMB, TLT, BND, HYG, and TIP.  Below is the current Strategic Asset Allocation plan for the Newton.  The ETF additions were purchased in such small amounts that asset classes remain under target.  This is an intra-day Dashboard.  I … [Read More...]

200 Level

Aggressive Growth: Portfolio #6

The Aggressive Growth Portfolio is the last in this series of sample portfolios.  We moved from the Ultra Capital Preservation where bonds and income ETFs made up the majority of the portfolio to this example where the bond asset class is peeled down to a mere 6% of the total portfolio. Platinum membership available for a low $5.00 per month.  This last sample portfolio in the … [Read More...]

Retirement Planning

Just a short note to all readers that this is a "must read" article on retirement planning. This Portfolioist article is along the lines of all "The Golden Rule of Investing" blog posts I've written in the past. … [Read More...]

400 Level

Seeking For Low Correlated ETFs

When the market shies away from equities and gravitates toward less volatile securities such as bonds and treasuries, we need access to those ETFs that have a low correlation with holdings such as VTI, VEU, and VWO.  What ETFs do we flee to when the equities market begins to wane.  If included in the ranking worksheet, we can easily identify those ETFs that have the strongest … [Read More...]

Bullish Percent Indicators: Mixed Reactions To Financial Cliff

While there were no major offensive-defensive shifts in the major indexes, there were a few changes within sectors of the market. The following data tables provide detailed information on the changes. Bullish Percent Indicators for Indexes: Both the NYSE and DJIA indexes improved numerically this past week although neither index showed sufficient strength to move from a defensive position to an … [Read More...]