Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following.  “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.”  This blog is a multi-level explanation of […]

Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest.  The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as inflation protection.  Within this group of securities we have characteristics found in the “Swensen Six” and “IVY 10.” Tranche […]

Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several highly screen stocks, we narrow the list to the following 15 securities. Tranche Momentum […]

Based on 5/23/2016 data, the following ETFs and stocks flow to the top of the two ranking models shown below.  The stock screen was tightened this week as I was able to increase the F-Score from 7 to 8, thereby reducing the number of stocks from eight (8) down to three (3).  Those three are: […]

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.

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 […]