Bullish Percent Indicators are designed to give investors a quick look at the U.S. Equities market. We don’t gain any insights into International Equities or many other asset classes. I no longer post this data weekly as not much is happening from week to week. My intuition was telling me we would see bullish indicators […]
Second Look At Model Portfolio
About one week ago I presented a model portfolio built around asset classes and market factors. When several discount brokers erased commissions, new avenues for populating the investment quiver were open for business. Taking advantage of more commission free ETFs, below is how the portfolio might look for the Einstein portfolio. Since the Einstein is […]
Model Portfolio
With zero commissions now available through Schwab and TDAmeritrade, additional flexibility is accessible when it comes to making up the investment quiver. Let’s combine our ideas and put together a set of ETFs that cover the basic asset classes while adding in the key factors of Size, Value, Quality, and Momentum. Below is my first […]
Flash Announcement
ITA Wealth Management Readers: Good news! This morning I purchased a Vanguard ETF at TDAmeritrade commission free. This will likely result in reconstruction of many investment quivers over the next few months.
Bullish Percent Indicators: Last Report in September 2019
Before updating any of the following tables, I hazard a guess as to whether or not parts of the U.S. Equities market will turn up bullish or bearish. This week I anticipated many of the percentages would look bearish. There are always a few surprises, mainly among sectors as those are more difficult to predict. […]
Portfolio Construction: Building Momentum-Value-Size Portfolios
While the following portfolio construction model uses TD Ameritrade commission free ETFs, it is possible to fill the critical asset classes with securities from Vanguard, Fidelity, Schwab, or other discount brokers. If you examine the descriptions you will see momentum, value, and size are all included in the investment quiver. In addition, bonds, treasuries, gold, […]
Bullish Percent Indicators: 20 September 2019
Two weeks ago was the last Bullish Percent Indicator update. As mentioned frequently, I don’t use BPI data to manage portfolios, but I might make an exception with a given sector. More on this later. For now, the overall U.S. Equities market looks quite stable based on the following data. If you check the percentages, […]
Galileo Review: A Dual Momentum Model
Dual Momentum (DM) portfolios are a piece-of-cake to analyze, particularly in months where there are no changes. Such is the case with the Galileo this September. Check out the recommendation below and see if it matches your DM portfolio recommendation. Galileo Dual Momentum Recommendation The Galileo investment quiver includes a few ETFs and/or asset classes […]
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