When you want to dissect an ETF’s performance it is useful to check out this table. SCHD’s stellar performance in 2026 is an example of a quick rotation out of Mag 7, AI, SaaS (Software as a service) into more industrial, blue chip names. You can discern what holdings are responsible for that move in…
Category: Research
ETF research
These are the ETF’s that currently are used in the various Portfolio Models. This page contains 7 time frames, from 3 years to 14 days. The short time frames allow you to get a more granular look at the rotation in & out of different sectors, and how that may be affecting different models. ETF’s…
ETF’s – Set it & Forget it.
I recently had a discussion with ChatGPT about the mechanics of ETF’s and how the structure creates a self-optimizing system. Most generic indexed ETF’s such as QQQ or SPY are rebalanced on a quarterly basis, meaning the weighting of the individual constituent stocks are rebalanced according to the market cap each quarter. Individual components are…
The Dividend Trap
Below are six excerpts from Seeking Alpha espousing the merits of owning these high dividend yielding stocks. The results of their performance YTD is shown in the table below. These six stocks (ranked 7 -12) are burning cash like a small brush fire. Note the dividends column is included in the total value column. You…
USAC – for the long haul?
This study shows the results of owning USAC since it’s inception in 2013 compared with holding three other assets. The concept of holding an MLP until obtaining a step-up in basis and avoiding all accumulated taxes at that time, is often touted as a wise investment strategy. The one point never mentioned is that any…
Gold – Apple analysis update 07/11/26
It’s time to update the Apple & Gold Charts Gold The new chart for gold contains my original lines draw on 10/22/25 in Orange, after the 3 major red candles in October, with the current candles added. You can refer to the 10/22/25 chart below to see what I had in mind at that time….
Family Portfolio’s
Grace & Parker’s, (Prime & Roth) and my Roth portfolios exact asset allocations are displayed here. The allocations exclude cash in the accounts to be accurate. The allocation listed by your broker will generate your allocations with cash and money markets included, which is not accurate for portfolio architecture. **The suffix “r” = ROTH and…
Current Models
Models – 2 Year Models 1 year Models 6 Months Models – YTD ** Updated every evening