Lowell has recently suggested that some Platinum members might be interested in supplementing their investment analysis by looking at Point & Figure (PNF) Charts. This has prompted me to go back and revisit this method of chart analysis since I have not looked at this for many years. In particular Lowell has introduced the concept […]
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 […]
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 […]
How The Maximum Asset Allocation Percentages Work
The following article is designed to help investors use the Strategic or Maximum Asset Allocation percentages that are optional in the Kipling spreadsheet. The default setting is to adjust all percentages to 100% and let the Kipling determine the allocation percentages for each security. There are some asset classes where I prefer not to let […]