Here is the current Bullish Percent Indicators for both the broad markets and U.S. equity market sectors. I have market data going back to 2005 and sector data back to 2012. The tables shown below provide approximately six months of information. For new ITA readers, the left side of the tables show the percentage of […]
Factor Portfolio Construction: Searching for the “Holy Grail”
Before digging into the construction of this factor-based portfolio, let me recommend an excellent book on the subject. I’ve not found any volume to surpass “Your Complete Guide to Factor-Based Investing” by Andrew L. Berkin and Larry E. Swedroe. Swedroe has an excellent reputation for his analytical skills when it comes to investing and portfolio […]
Investing As A Beginner: Where To Start
One of the first moves, as a young investor, is to let The Golden Rule of Investing sink into the inner reaches of the brain. There is no substitute for this rule. None! Pay particular attention to the word -EARLY. The second rule of investing, particularly for beginners, is to keep it simple. Assume […]
Millikan As Example For Risk Controls
Friday is the regularly scheduled day to update the Millikan. This blog post is designed to walk readers through the process of how one controls portfolio risk using the Kipling spreadsheet. Risk management is an essential part of portfolio analysis, particularly in these uncertain economic times. Not all risk controls will be used by all […]
Millikan Portfolio: An Interim Look
The Millikan merits an interim look as 50% of the portfolio is in cash. With a little more emphasis on value and size, the investment quiver of the Millikan would qualify as a Factor oriented portfolio. Since size, value, and momentum are considered three primary investment factors, I’ll be taking a good look at this […]
Why Think Small: Relative Strength Model
Why think small when it comes to portfolio construction? There are a few compelling reasons which I will explain below. Here are a few for starters. It is easy to track and there are fewer trades. With fewer trades, there is less slippage due to the bid-ask price spread. It takes less time to set […]
Bullish Percent Indicators: 3 July 2020 – Good Week For Equities
This past week was a strong four business days for U.S. Equities despite the rise in Covid-19 cases and deaths. Unemployment dropped approximately two percentage points. However, another million workers applied for unemployment and this trend is likely to continue for a number of weeks as restaurants, bars, and gyms are once more shuttering windows. […]
Investment Portfolio of Interest
The Einstein (Investment Portfolio of Interest), based on the feedback questionnaire, is one of the favorite ITA portfolios. While today is not the scheduled review day, I am taking a fresh look at the portfolio. Included in the following post are the Risk Ratios. As I go through the different portfolios I am updating this […]
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