“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…” So writes Stan Choe in an Associated Press article. Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]
Archives for 2016
Why Focus On Value and Momentum
ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset classes in the upper left-hand corner […]
Dividend Oriented Investors Portfolio
Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest. The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as inflation protection. Within this group of securities we have characteristics found in the “Swensen Six” and “IVY 10.” Tranche […]
Retirement Plan: Am I On Track?
Retirement planning is a primary motivator for saving and setting up an investment portfolio. Are there any saving guidelines for the individual investor? Below are a few and I suggest you check out William Bernstein’s words of wisdom. Search “Bernstein” on this blog. To gauge whether or not your retirement savings program is on track, […]
September Music Recommendation
September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one. After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare in Concert. My top four selections from the CD are: Agnus Dei by Samuel […]
Stock Update: One Well Known Stock Makes The Cut
The value-momentum screen is quite restrictive and that is why so few stocks ever make the final cut. With several momentum and value screens plus an F-Score of 7 required, only three companies make the list this week.
Five Habits of People In Debt
5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help to correct it, you will find there are many solutions to help you repair your […]
Portfolio Construction From Over 100 ETFs
Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities. Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several highly screen stocks, we narrow the list to the following 15 securities. Tranche Momentum […]
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