This is a follow up to the prior blog post where an example Sortino Ratio calculation is displayed. The reason for selecting the Franklin portfolio is that it holds the shameful position as the poorest performing portfolio. What is the Sortino Ratio of a portfolio that is off to a rocky start? The Franklin is […]
Sortino Ratio Example
If you have been keeping up with the Comments you read Robert Ryan’s desire to include a risk measurement for a portfolio. This blog is designed to show you how this can be accomplished if you have a portfolio tracking program such as the Investment Account Manager (IAM). In a later blog post I’ll take […]
Beginning Investors: A Review
It is so easy to get out in front of the readers until a few basic questions are asked. The fundamental questions bring one back to earth. Here are a few questions and I will attempt to answer them. How does one get started? What broker to use? How do I select securities? Should I […]
Will 2020 Rhyme With 1966?
How many ITA readers remember the behavior of the stock market from January 1966 through August 1982? I assume a few of you were building your portfolio during that period as it was a great time to save, but not a prudent time to retire. The Dow Jones Industrial Average first touched 1000 in 1966, […]
Bullish Percent Indicators: 20 March 2020
There are signs of life in the U.S. Equities market. While it may not see that way when following the downward trend of the Dow Jones Industrial Average, there are rumblings in the deeper bowels of the market. At least that is what the Bullish Percent Indicators are telling us. While I think it unlikely […]
Bullish Percent Indicators: 13 March 2020
If you are looking for low Bullish Percent Indicator percentages, take a close look at the following data table. Many percentages dropped below what they were last week, yet they still show up in the offensive camp. Friday’s 10% pop to the upside moved a number of indicators from O’s to X’s. Not one DJIA […]
Catching Up On Different Investing Models: 13 March 2020
It is a bit of a relief to see an up market this morning. Until Corvid-19 is brought under control, expect a volatile market. With this in mind, today seems like a good time to review a few different investing models. As I explained yesterday, I favor separating the family portfolio into sub-portfolios for several […]
Examining Portfolio Management: An Overview
Now that the bull market is over and we are facing the possibility of further market declines, what is the prudent thing to do? Rather than react to this fear driven market, consider how you are going to manage your portfolio over the next 20 to 25 years. For a starting point, assume you have […]
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