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How to manage the Swensen Six Portfolio using a momentum model. Risk management as a way to protect capital. Is the momentum model working? [Read More]
Tracking performance from robo advisors. Relative positives and negatives. Examination of an alternate management model. [Read More]
Begin with a core portfolio such as the Swensen Six. Break the global market into five major asset classes. Select the top five ETFs from... [Read More]
My experience with three Robo Advisors. How to keep it simple for uninterested spouse. Portfolio performance data of two robo portfolios. Examine asset allocati... [Read More]
How to control portfolio risk using momentum model. Making use of Position Sizing concept. Working with the Kipling spreadsheet as portfolio management aid. Per... [Read More]
Setting up Schwab and TD Ameritrade portfolios as examples. What risk is involved with this management approach? How to add a bit of global diversity... [Read More]
Performance results are encouraging. Management effort is minimal. Cost is minimal. Downside protection is a major advantage. Slight tweaks can enhance performa... [Read More]
What is the logic behind the Swensen Six portfolio? Setting up the Strategic Asset Allocation Model. Managing the Swensen Six using the Tranche Momentum Model. [Read More]
Four market signals continue to flash sell warnings. How to stay invested while still heeding sell warnings. Two primary sell signals. Sample recommendations fr... [Read More]
Select three ETFs with low expense ratios.  Recommendations are below. Draw-down protection is a side benefit of the Dual Momentum model. The current Dual Momen... [Read More]
A one-year check on Betterment. Limited performance data is encouraging. Disadvantages of Robo Advisors. Dual Momentum as an alternative. [Read More]
Provide for global diversity. Have a sell plan. Finding pockets of opportunity. [Read More]
Analyze performance with respect to cutoff ETF. Compare current price with respect to 195-Day EMA. Is the Death Cross signal active? What are the Heikin-Ashi... [Read More]
Use index funds or ETFs to populate the portfolio. Seek securities that outperform a low volatile treasury ETF. Monitor position sizing and Golden Cross signals... [Read More]
How to build a portfolio around the Swensen Six ETFs. Applying the Tranche Momentum Model to portfolio management. What ETFs are currently recommended and in... [Read More]
Select a set of securities for portfolio inclusion. Sell rules to remove low performing securities. Momentum identifies securities to buy and hold. How to use... [Read More]
Where does Weyerhaeuser fit into a portfolio such as the Baker's Dozen? What requirements must WY pass to be included in the portfolio. Examining the... [Read More]
Reducing Portfolio Risk Using Momentum Analysis. How to identify sell signals. Using Expectancy Signals as Buy Indicators. Heikin-Ashi Indicators improve probab... [Read More]
Sell if security is under-performing cutoff ETF. Sell if security is priced below 195-Day EMA. Sell if security does not meet REDA Group rank. Sell... [Read More]
Control risk through global diversification. How to apply the SHY cutoff as a risk control. Using relative strength as a final risk reducer. [Read More]