Browsing All Posts filed under »portfolio pick«

BlackDog: A Dynamic Stock/Bond Allocation Strategy

September 12, 2014 by

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It is well known that portfolios that blend stocks and bonds perform well because their major asset classes are anti-correlated.  There are a few major weaknesses in the way these portfolios are typically managed however.  Namely that the ratio of stocks to bonds is usually fixed, and also that they don’t always use the best representatives […]

Review: TIAA Real Estate Account

July 30, 2014 by

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If you have an account with TIAA-CREF (many university and college employees do) you probably have access to the TIAA Real Estate Account (TRE*).  If you’re interested in a real estate investment, TRE is a powerful option. *Note: TRE is just my own personal abbreviation, it is not a ticker symbol.

Leverage: An Example Use with a Low Volatility ETF

May 5, 2013 by

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Some people view “leverage” as a four letter word, especially since the market collapse in 2008/2009. But leverage, when used properly can be sensible. Here’s an example use.

StumpGrinder: Performance

April 11, 2013 by

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This article documents the performance of an actively managed portfolio, StumpGrinder. The portfolio is traded with real money in a brokerage account. The article is updated about weekly, but at least monthly.

StumpGrinder: Allocations

April 7, 2013 by

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Watch this post each month for updated allocations to each of the ETFs, we’ll keep them all in one place.

StumpGrinder: Our ETF Arsenal

April 7, 2013 by

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We use an elite group of 12 ETFs in the StumpGrinder portfolio.

StumpGrinder: An Open Source Actively Managed Portfolio of ETFs

April 7, 2013 by

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Follow along as we use quantitative algorithms to manage a real live meat-and-potatoes portfolio of 12 ETFs you’d be happy to have your mom in. We will trade this portfolio monthly in a real account and report the trades and performance of the portfolio.