100 Level

Walking Your Way To Independent Portfolio Management

Portfolio management is not equivalent building a house or overhauling a car engine.  It is not that hard, so don't throw up your arms and say you cannot do it yourself.  With Internet access, it is much easier than it was ten to fifteen years ago.  Here are steps to setting up your own portfolio, managing the assets, and monitoring it on a yearly basis. 1) Open up an account … [Read More...]

My Saving Plan Is In Place: What Is The Next Step?

Is it safe to assume you have read one or more of the following sources? 1) Chapter 1 of The Elements of Investing by Malkiel and Ellis 2) Pages 143 - 144 and 152 - 154 of The Investor's Manifesto by William J. Bernstein 3) Pages 179 - 184 of The Power of Passive Investing by Richard Ferri 4) Rule 1 (Chapter 1) of Millionaire Teacher by Andrew Hallam Using these resources, and … [Read More...]

300 Level

“Creme List” for 7 October 2011

Low Price/Book Stocks Below are six stocks that made the cut from over 10,000 companies.  This is a highly selective screen. Platinum membership is available for $5.00 per month.  Access to the "Creme List" is more than worth the membership cost. … [Read More...]

QPP Analysis of Gauss Portfolio

Platinum members are aware that the Gauss Portfolio is one of the ITA Risk Reduction model candidates.  Since the Gauss is such a new portfolio,  I don't think I ever ran a Quantext Portfolio Planner (QPP) analysis on it.  While not every asset class is exactly in balance, I decided to use the current holdings for this analysis rather than use the Strategic Asset Allocation … [Read More...]

200 Level

Portfolio Performance: 3 June 2011

Measuring Portfolio Performance You cannot manage what you do not measure.  How true.  These portfolio performance data tables are all about portfolio management, measurement, and monitoring.  The table shown below does not include current updates for all portfolios tracked using the Captool software.  I plan to take care of that early next week. Looking over the portfolios … [Read More...]

Portfolio Performance: 30 September 2011

Third Quarter Portfolio Performance Results* Finally - the bum third quarter is finished.  Done and over!  Every portfolio gave some ground to the Internal Rate of Return (IRR) calculation.  Rare is the portfolio that performed well during the recent volatile market.  In the table below, the figures are a little lower than the actual values as I have yet to enter any third … [Read More...]

400 Level

Examining “Delta Factor” for ETF Equities

Which ETFs show the highest probability of doing well over the next six to twelve months when compared to the VTSMX index fund?  The "Delta Factor" graph shown below provides a few clues. … [Read More...]

Monthly Review of Gauss Portfolio

Reviewing the Gauss Portfolio this month is a bit different since I made some tactical asset allocation changes.  If you examine the Dashboard (extracted from the TLH Spreadsheet) you will note a few changes.  As a result of the changes, the asset allocation plan appears to be a bit "bloody."  That should change by next month as I have a number of limit orders in place … [Read More...]