Author Archive

This portfolio is not diversified but it is UP.

This portfolio is not diversified but it is UP. I own both of these stocks.

A Sharpe Portfolio PSDS Scan 12-31-2016

This Portfolio scan uses 12-31-2016 market data for a Roth portfolio of mine. It still has one Mutual Fund SGENX which has some gold. 

An Up Ladder Portfolio PSDS Scan 7-31-2015

This will be the last Scan for the year.

PSDS Portfolio Stress Test 7-31-2015

This is a work in progress. PSDS simulation software has the ability to simulate the failure of a portfolio in the period covered by the Market data in the scan; here 5 years. The elasticity and strength

VYM & V Portfolio PSDS Scan 7-31-2015 Market Data

A Cluster Design Portfolio PSDS Scan 11-4-2016

A Starter ETF & Stock Portfolio PSDS Scan 7-31-2015

A Dow Jones 30 Stock Portfolio PSDS Scan 7-31-2015

A Dow Jones Stock Portfolio PSDS Scan

This is a work in progress … more later

Wells Fargo 401k Plan PSDS Scan 7-31-2015

This 401k Plan Portfolio is better diversified than most with a PDR = 1.21