Old Skeet's Favorite Links, Portfolio Investment Sleeve Management System and More

Old_Skeet

The below links will provide data and current information on how things are looking along with possibly a few featured articles from time-to-time. Last update 12/20/2015

Markets At A Glance (WSJ) ... http://markets.wsj.com/usoverview
(Click on the Market News tab for the morning, mid morning, mid day and closing report.)

P/E Ratios & Yields On Major Indexes ... http://online.wsj.com/mdc/public/page/2_3021-peyield.html

The Futures … http://finviz.com/futures.ashx
(Don't forget to click the news tab.)

Morningstar's Fair Value Graph ... http://www.morningstar.com/market-valuation/market-fair-value-graph.aspx
(Don't forget to look at this by sector.)

Morningstar's Category Returns ... http://news.morningstar.com/fund-category-returns/
(Updated Daily)

Morningstar's Instant Xray ... http://portfolio.morningstar.com/Rtport/Free/InstantXrayDEntry.aspx?entrynum=10

Lipper Mutual Fund Indexes ... http://online.wsj.com/mdc/public/page/2_3020-lipperindx.html

Lipper Mutual Fund Yardsticks ... http://online.wsj.com/mdc/public/page/2_3023-fundyrdstick.html

Mutual Fund Observer ... http://www.mutualfundobserver.com

Old Skeet's Favorite Links (2/19/2016) ... http://www.mutualfundobserver.com/discuss/discussion/14955/old-skeet-s-favorite-links-portfolio-investment-sleeve-management-system-and-more#latest

Mutual Fund Research Monthly Newsletter ... http://funds-newsletter.com/

Invest With An Edge ... Leadership Strategy & Weekly Newsletter ... http://investwithanedge.com/
(Leadership Stretegy updates every Monday & the newsletter every Wednesday)

Moose Signal ... http://decisionmoose.com/Moosignal.html
(Updated Weekly on Monday)

Investment Strategy (Jeffery Saut) ... http://www.raymondjames.com/inv_strat.htm
(Up dates every Monday around noon)

Crossing Wall Street ... http://www.crossingwallstreet.com
(Weekly Market Review every Friday)

Advisor Perspectives ... http://advisorperspectives.com/dshort/updates/index.php

Trader Mike's Daily Recap ... http://www.stocktradingtogo.com

Sector Rotations ... http://blog.afraidtotrade.com

FallondPicks ... http://www.markets.fallondpicks.com

I wish all ... "Good Investing."

Old Skeet
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I have been asked for information, from time-to-time, on my Portfolio Investment Sleeve Management System. I am providing this infomation with my asset allocation ranges. It is detailed below.

Old Skeet's Portfolio Investment Sleeve Managment System (2/19/2016)

Here is a brief description of my sleeve system which I organized to help better manage the investments that were held in five accounts. The accounts consist of a taxable account, a self directed ira account, a 401k account, a profit sharing account and a health savings account plus two bank accounts. With this I came up with four investment areas. They are a cash area which consist of two sleeves … an investment cash sleeve and a demand cash sleeve. The next area is the income area which consists of two sleeves. … a fixed income sleeve and a hybrid income sleeve. Then there is the growth & income area which has more risk associated with it than the income area and it consist of four sleeves … a global equity sleeve, a global hybrid sleeve, a domestic equity sleeve and a domestic hybrid sleeve. An finally there is the growth area, where the most risk in the portfolio is found and it consist of five sleeves … a global sleeve, a large/mid cap sleeve, a small/mid cap sleeve and a specialty/theme sleeve plus a ballast/spiff sleeve. Each sleeve consists of three to six funds (in most cases) with the size and the weight of each sleeve can easily be adjusted, from time-to-time, by adjusting the number of funds and the amounts held. By using the sleeve system one can get a better picture of their overall investment picture and weightings by sleeve and area. In addition, I have found it beneficial to xray each fund, each sleeve, each investment area, and the portfolio as a whole quarterly (somtimes more often). Again, weightings can be adjusted form time-to-time as to how I might be reading the markets and wish to weight accordingly. All funds pay their distributions to the cash area of the portfolio with the exception being those in my 401k, profit sharing, and health savings accounts where reinvestment occurs. With the other accounts paying to the cash area builds the cash area of the portfolio to meet the portfolio’s monthly cash distribution needs with the residual being left for new investment opportunity. In addition, most all buy/sell trades settle from, or settle to, the cash area.

Here is how I have my asset allocation is currently broken out by area and percent held ranges. Currently, my neutral/targets are cash 20%, income 30%, growth & income 35%, and growth 15%. I do an Instant Xray analysis of the portfolio quarterly (somtimes more often) and make asset weighting adjustments as I feel warranted based upon my assesment of the market, my risk tolerance, cash needs, etc.

Cash Area (Weighting Range 15% to 25% with target at set 20%)
Demand Cash Sleeve… (Cash Distribution Accrual & Future Investment Accrual)
Investment Cash Sleeve … (Savings & Time Deposits)

Income Area (Weighting Range 25% to 35% with target set at 30%)
Fixed Income Sleeve: GIFAX, LALDX, LBNDX, NEFZX, THIFX & TSIAX
Hybrid Income Sleeve: CAPAX, CTFAX, FKINX, ISFAX, JNBAX & PGBAX

Growth & Income Area (Weighting Range 30% to 40% with target set at 35%)
Global Equity Sleeve: CWGIX, DEQAX & EADIX
Global Hybrid Sleeve: BAICX, CAIBX & TIBAX
Domestic Equity Sleeve: ANCFX, FDSAX, INUTX, NBHAX, SPQAX & SVAAX
Domestic Hybrid Sleeve: ABALX, AMECX, DDIAX, FRINX, HWIAX & LABFX

Growth Area (Weighting Range 10% to 20% with target set at 15%)
Global Sleeve: ANWPX, PGROX & THOAX
Large/Mid Cap Sleeve: AGTHX, IACLX & SPECX
Small/Mid Cap Sleeve: AJVAX, PCVAX & PMDAX
Specialty/Theme Sleeve: LPEFX, PGUAX, TOLLX, NEWFX & THDAX
Ballast/Spiff Sleeve: FISCX, VADAX & VNVAX

Total number of mutual fund investment positions equal forty seven.

I am providing a link to another investment sleeve management system of FMD Capital. This is definitely worth the read ... and, I have linked it below for your reading enjoyment. It is titled, "The Strategic Approach to Income Investing" and is written by Michael Fabian. http://fmdcapital.com/wp/wp-content/uploads/2013/09/FMD_Income-Investing.pdf

I wish all ... "Good Investing."

Old_Skeet

Old_Skeet

Text deleted.

Old_Skeet

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Ted

Old_Skeet: I'm just trying to keep my head above water, and hoping to get back posting without having my messages approved.
Regards,
Ted

Old_Skeet

Ted ... Thanks for letting me know. I'd send you a get out-of-jail card if I had one. Perhaps, David will lighten up soon. Give it some time and I believe things will work out. Perhaps your first order of business can be taking over the Market Run Down report.

I sincerely wish you the very best.

Old_Skeet

Old_Skeet

For those interested ... The Run Down Report has been updated with some new links.

They are P/E Ratios & Yields on the Major Indexes along with an article from CNN on "How to Stay Safe in a Scary Market" plus The Lipper Indexes were also added along with Trader Mike's Daily Recap plus some others.

This thread is designed where one can go to get certain information in order to make informed decisions about investing as links will be added and deleted as warranted.

Have a good weekend.

Old_Skeet

With the re-titlement of thread I am no longer looking for someone to help maintain the tread. After bringing it forward this time I will not be bringing it forward again unless asked for information that might be contained within it as it is now targeted to become a thread in history. If the information contained in this thread interest you ... I'd save it as a favorite for a pathway back to it as I have.

Old_Skeet

bee

Thanks for these links OS...

I saved them as bookmarks on my desktop. I wonder if your links could be posted in the "search tools" or "resources" area of the MFO website along with other (additional) helpful research sites? This would than combine "market conditions" with "fund search".

Seems as though some of these links are straight forward and others have a timing (end of day,week, month, quarter) to them that could be noted.

I like the idea of a collection of helpful websites all in one place.

rjb112

Old_Skeet, some of those links are just awesome! The ones from the Wall Street Journal and Morningstar are extremely useful to me.

Would be great if they could be kept somewhere for easy access, like under the Resource tab or elsewhere.

Thanks!

rjb112

bee said:

I saved them as bookmarks on my desktop. I wonder if your links coud be posted in the "search tools" or "resources" area of the MFO website along with other (additional) helpful research sites? This would than combine "market conditions" with "fund search".

Seems as though some of these links are straight forward and others have a timing (end of day,week, month, quarter) to them that could be noted.

I like the idea of a collection of helpful websites all in one place.

I second the motion, bee, would be nice "if your [Old_Skeet's] links could be posted in the "search tools" or "resources" area of the MFO website along with other (additional) helpful research sites? This would than combine "market conditions" with "fund search".

"I like the idea of a collection of helpful websites all in one place"

I concur with all of that. As I mentioned above, I found the Wall Street Journal and Morningstar references to be particularly helpful

JohnChisum

Dittos on keeping the links available.

Thanks Old_Skeet.

LLJB

I hope this link hasn't been posted in other places, but I thought it would be good to add it to this list. Its a calendar of global economic data with details about expectations as well as analysis of the data once released.

online.wsj.com/mdc/public/page/2_3063-globalEconomicCalendar.html