Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu: The analysis […]
Sector Investing: A Simple Approach
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 Investors Portfolio
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 […]
Portfolio Construction From Over 100 ETFs
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 […]
Top Ranking ETFs and Stocks
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: […]
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period. We see the rankings change when we use 12 Portfolio Offsets. […]
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form where only six ETFs are […]
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.
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