Portfolio Performance: 23 August 2014

August 23, 2014
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Portfolio Performance: 23 August 2014

After updating the Bullish Percent Indicators (BPI) it is easy to predict what will show up in the Portfolio Percentage table.  Diversified portfolios are designed to reduce risk or volatility, not keep up with the U.S. Equities market and that is exactly what happened this week. Portfolio Performance Data:  While the Internal Rate of Return…

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Bullish Percent Indexes: 22 August 2014

August 23, 2014
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Bullish Percent Indexes: 22 August 2014

Two shifts from defense to offense occurred this week as the NASDAQ picked up steam as did the Discretionary sector.  In general, it was a positive week as most of the indexes and sectors moved higher.  Here is the Point and Figure (PnF) graph for our primary index, the NYSE.  You will note I have…

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Salsa Meets Symphony

August 22, 2014
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Salsa Meets Symphony

Join me for the Hispanic Heritage Council’s MAIN EVENT celebrating Hispanic Heritage month: Salsa Meets Symphony I’m honored to be one of the featured dancers! A special thanks to Casimiro Rodriguez Jr., the Hispanic Heritage Council of WNY, and Kleinhans Music Hall and The Buffalo Philharmonic for hosting this event and inviting us to perform…

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Rockin’ my Friday!

August 21, 2014
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Rockin’ my Friday!

Getting my non-negotiables rockin, and my accountability writing group going on… time to get those books inside my head onto some paper…don’t cha’ think? I am starting each day with my meditation, as a non-negotiable, which gives me a different outlook on how I approach all of them, and it makes a HUGE difference in…

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Keep It Simple Portfolio

August 21, 2014
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Keep It Simple Portfolio

Dragonflies – Photographed near Bend, OR My recent article on Seeking Alpha and HedgeHunter’s Aristotle Back-Test blog post is cause for portfolio reassessment.  Questions from the Swensen 7 plus SHY article make me realize there is a desire on the part of many investors to keep investing as simple as possible while holding down risk. …

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NY Times: Millennials Will Take a Huge Pay Cut for a Job They Love

August 21, 2014
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NY Times: Millennials Will Take a Huge Pay Cut for a Job They Love The New York Times just wrote a great report on millennials. One of the more interesting findings in the article is that millennials will take a giant pay cut to work for a job they love. The Times reports: “Almost two-thirds (64…

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