The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations. GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings: The overall strength of this market is illustrated by the fact that not one of these ETFs is priced below its […]
“Markowitz” Projections During Great Recession
Readers who have been following the discussion on future return projections will find the following information of interest. Using the Hoadley “Efficient Frontier” software, I set out to see what the optimal projections would be for three different time periods. In each case I selected two years of historical data as that is the default […]
Why I Use Index ETFs
Why I use Index Exchange Traded Funds (ETFs). Let me count the ways. Simplicity: It saves the work of stock analysis. Increases probability of success: A literature search of index investing vs. active stock picking will have the honest researcher coming down on the side of index instruments. The literature is replete with this information […]
Eight ETF Portfolio: Early Results
Yesterday I presented the eight (8) ETF portfolio in the Aristotle review. Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data. The portfolio is up over 133% while the VTI index is up over 88%. This model looks promising.
Preparing for Week of May 4, 2015
This is a quick post to prepare Platinum members for the coming week. Take a look at the ETFs that are under-performing SHY. Those are the ETFs to move out of the portfolio. Pay particular attention to ETFs with negative absolute acceleration. TLT, VNQ, and GLD are on my chopping bloc as all three are […]
The Skeptical Investor: Should I Follow An Active or Passive Management Model?
What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management? Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model? It is easy to be torn between active management and passive management as […]
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many blog posts that focus on numbers […]
Risk Management
Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as the position sizing spreadsheet. The reason for this is that there is […]
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