Stock Market Sectors vs S&P 500
I am of the current opinion that the stock market may have made an important reversal yesterday. I believe that the bounce off of the 200 ema (exponential moving average) is important. I believe that this came on high volume is also important. I believe we ought to be looking at what sectors might perform [...]
Big Upswing in the Stock Market
Um … about that last post … never mind
I felt pretty good about my take on the markets earlier today. Then the market rallied at the last hour and a half of the trading day. The market hit the 200 ema, and bounced off of this level to close the day higher.
The big upswing at [...]
Stock Market Correction Underway
Where will we go from here? We sold off last week, had an oversold bounce, and now the market is in full TANK mode.
For those who look to Fibonacci lines for guidance, the picture is not pretty. Since we have not had a correction of over 7% in the last year, we certainly have a [...]
The Importance of Being a Student of Markets
I was reading through Fortune this weekend when I came upon an article on Jon Winkelreid. He is a former up-and-comer at Goldman Sachs who quit the company for personal reasons last year. The article was basically a story of how he rose to power and how he eventually burned out.
That’s not what my big [...]
Review of the S&P 500
I will take a break from my asset allocation experiment to take an overall view of the stock markets right now.
It sure looks like the market is turning bearish. I know I know, every time I post on the market I find a reason to hate it. But lets take a look at the daily [...]
Allocation #2 – one that I can actually do
I love my grandiose plans.
I selected all these fancy mutual funds to study – and I fully intend to continue to use these funds. I had also thought that I would take what I learn and actually invest.
Unfortunately, someone needs to expand my investment options in my 401k.
What I have done is taken funds from [...]
A word about fund fees
Those who have read my Asset Allocation posts will have noticed that I have basically been ignoring one of the major differentiators in mutual fund selection – fees. Read any personal finance website and you will hear that you should pay close attention to the fees associated with potential mutual funds.
I am choosing at this [...]
Asset Allocation #1
After much delay I have finally begun putting together my Asset Allocations for my experiment. An unsophisticated student-of-markets that I am, I went the time consuming way. I created a spreadsheet which I used to calculate everything.
I went very basic on my first allocation plan. I arbitrarily selected my allocations and planned to rebalance the [...]
Mortgage Rates – we have seen the lows for now
It sure looks like the mortgage rates are headed upward. We saw a nice dip below 5%, but over the past week we have seen the rates surge higher. I believe we have seen a bottom in the 10 Year Yields as well. These are an indicator of where mortgage rates are heading.
Take a look [...]
Asset Allocation – Fund Correlation to S&P 500
Over the past several weeks, I have studied mutual funds from many fund families in several asset classes. My goal was to find the top performing funds in the different asset classes and use them to build model portfolios. These portfolios would then be back tested to see how they would have performed over the [...]
