Each week I post a table of the Bullish Percent Index (BPI) values for both the major U.S. markets and sectors of the market. This week showed no major changes in any of the markets other than each declined slightly with exception of the Dow Jones Transportation Average (DJTA) and it remained constant. None of […]
Harold Evensky’s Definition of Active vs. Passive Portfolio Management
Debating which investing style, passive or active, is the superior method is unlikely to end soon. The research is too conflicting and exceptions still exist. The difference of opinion has a long and acrimonious history – and it continues to this day. Before we enter the debate and provide some opinions, it is important to […]
“Momentum” Plus SHY Discussion of Feynman Portfolio
In anticipation Platinum members will have questions related to managing a portfolio using one of the risk reduction models, I’ve chosen the “Momentum” plus SHY example for this blog post. Instead of using iShare ETFs, I moved over to Vanguard ETFs, but the principles are the same. I did add RWX and SDS to the […]
Vanguard vs. iShares ETFs: Are We Missing Something?
Readers of ITA Wealth Management know my preference for Vanguard ETFs over iShares ETFs. The preference is primarily due to lower costs. Many ETFs from both companies are available commission free through discount brokers such as TDAmeritrade. Are we giving something up by going with Vanguard ETFs? To answer this question I provide a ranking […]
Updated ETF Rankings
Platinum members using ETF ranking data will find this list useful for the coming week. Small and mid-cap growth asset classes continue to lead the pack. ETF Rankings: Pay particular attention to those ETFs with positive absolute momentum percentages.
ETF Ranking Update
In the following rankings, I substituted VNQI for RWX as it shows up as a better performer in the international REIT space over the past two plus years. Otherwise, this is the list of ETFs readers can use to populate their portfolios. A few things to note. An international bond (BWX) and a corporate bond […]
Bullish Percent Indicators: 4 October 2013
Before entering the numbers for the major indexes and individual sectors, I try to guess what happened over the past week. Friday’s market was a surprise so I am guessing not many changes occurred this week. Otherwise, I would have predicted a down market, but not sufficient to switch from offensive teams to defensive teams. […]
ETF Rankings Following Strong Market
What changes occurred, if any, after the strong market we experienced yesterday (10/10/2013)? The following Sample portfolio shows both the rankings and the Buy-Hold-Sell Recommendations. International equities occupy the top three positions followed by several U.S. Equity ETFs. It is quite a switch to see international ETFs leading the way. Call it reversion to the […]
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