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O. Young Kwon
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O. Young Kwon, NYU Ph.D. in Economics had worked in securities industry for ten years as a Registered Investment Adviser. He taught Macroeconomics and Statistics. Prior to his academic career, he was an Economist/Bank Supervisor at the Bank of Korea (the Fed's counterpart). In 2009 he set up the... More
  • TANER Momentum (DTM) (August 4, 2015 Tuesday) (II)

    The TANER ETF Model (TEM), The TANER Stock Model (NYSE:TSM), The TANER Rotation Model (TRM), and The TANER Vanguard Model (TVM]) The TANER Charles Schwab Model (NYSEARCA:TWM), were introduced in my article. Link:seekingalpha.com/article/817551-the-red-...

    The Daily TANER Momentum (DTM) (August 4, 2015 Tuesday)

    TANER Momentum ™ List on August 4, 2015 Tuesday, based upon Closing Prices on August 3, 2015 Monday)

    The ETF Model (NYSE:ETM) August 4, 2015 Tuesday)

    ETF T1 (XLF MDY) A1 (VHT QQQ) E1 (PHB VAW) R1 (VNQ PZA)

    ETF T2 (VXF MDY) A2 (VHT QQQ) E2 (PHB VAW) R2 (VNQ PZA).

    ETF T3 (MDY DIA) A3 (QQQ PGF) E3 (VAW VDE) R3 (VNQ TIP).

    SUMMARY OF THE TVM

    ETF1-2-3 (MDY QQQ VAW VNQ) ETF1-2 (VHT PHB PZA) ETF1 (NYSEARCA:XLF) ETF2 (NYSEARCA:VXF) ETF3 (DIA PGF VDE TIP)

    The Vanguard ETF Model (TVM) August 3, 2015 Monday)

    VANGUARD T1 (VXF VB) A1 (VUG VGK) E1 (VXUS VWO) R1 (BNDX BIV)

    VANGUARD T2 (VOO VTI) A2 (VFH VTWO) E2 (VEA VXUS) R2 (BSV VDE).

    VANGUARD T3 (VOO VTV) A3 (VFH VTWO) E3 (VEA VWO) R2 (BNDX BSV).

    SUMMARY OF THE TVM

    VANGUARD 1-2-3 (NASDAQ:VXUS) VANGUARD1-3 (VWO BNDX) VANGUARD2-3 (VOO VFH VTWO VEA BSV) VANGUARD 1 (VXF VB VUG VGK BIV) VANGUARD 2 (VTI VDE) VANGUARD 3 (NYSEARCA:VTV)

    The Schwab ETF Model (August 3, 2015 Monday)

    SCHWAD:T1 (RYF SCHM) A1 (SPLV SCHB) E1 (SCHO SCHD) R1 (SCHZ SCHP)

    SCHWAD:T2 (SCHM SCHA) A2 (SPLV SCHB) E2 (SCHF SCHD) R2 (SCHZ SCHP)

    SCHWAD:T3 (RYF RSP) A3 (SCHB SCHR) E3 (SCHF SCHD) R3 (SCHZ SCHP)

    SUMMARY OF THE TEM

    SCHWAB 1-2-3 (SCHB SCHD SCHZ) SCHWAB 1-2 (SCHM SPLV) SCHWAB 1-3 (NYSEARCA:RYF) SCHWAB 2-3 (NYSEARCA:SCHF) SCHWAB 1 (NYSEARCA:SCHO) SCHWAB 2 (NYSEARCA:SCHA) SCHWAB 3 (RSP SCHR)

    The TANER Rotation Model (TRM) (August 3, 2015 Monday)

    ROTATION:T1 (MTK KIE) A1 (XBI KCE) E1 (PSK XSD) R1 (EDV ITM)

    ROTATION T2 (KIE MTK) A2 (KBE SHY) E2 (XSD EDV) R2 (ELD SLV).

    ROTATION T3 (MTK KIE) A3 (XBI XSD) E3 (EDV GDX) R (SHY PSK).

    SUMMARY OF THE TRM

    R.TM.1-2-3 (MTK KIE XSD EDV) R.TM.1-3 (XBI PSK) R.TM.2-3 (NYSEARCA:SHY) R.TM.1 (KCE ITM) R.TM.2 (KBE ELD SLV) R.TM.3 (NYSEARCA:GDX)

    The TANER Stock Model (August 4, 2015 Tuesday)

    STOCK T1 (MA ESRX) A2 (AMZN FDX) E1 (BA JWN) R1 (JNJ BIDU)

    STOCK T2 (MA AET) A2 (NKE AMZN) E2 (BA PH) R2 (JWN KSU).

    STOCK T3 (MA CME) A3 (NKE AMZN) E3 (BA PH) R3 (BIDU CAT).

    SUMMARY OF THE TSM

    S.TM.1-2-3 (MA AMZN BA) S.TM 1-2 (NYSE:JWN) S.TM 1-3 (NASDAQ:BIDU) S.TM 2-3 (NKE PH) S.TM 1 (ESRX FDX JNJ) S.TM.2 (AET KSU) S.TM.3 (CME CAT)

    Note:

    T (Topping): Leading Leaders.(LDLD)

    A (Advancing): Lagging Leaders (LGLD)

    E (Emerging): Leading Laggards (LDLG)

    R (Reversing): Lagging Laggards.(LGLG)

    The numbers in parentheses (1-2-3) are one-month, two-month, and three-month terms.

    The overall markets (DJIA, S&P 500, or NASDAQ) have their cycles. Individual securities (ETFs or Stocks) have also their own cycles given the market cycles. In general, all securities in The TANER System (20 ETFs and 40 stocks) show their own cycles from R to E to A to T to R and so on, but majority securities (60% of ETFs and 80% of stocks are in N (Neutral, meaning residual). Therefore all securities do not show any pattern. When any of your holding has T or R momentum, you pay your particular attention.

    Introduction

    O. Young Kwon, NYU Ph.D. (Economics) had worked in securities industry for ten years as a Registered Investment Adviser. In 2009 he set up the TANER System in order to synthesize performances and relative strengths of 20 ETFs and 40 equities thoroughly. The System captures dynamics of momentum changes of individual securities on the daily basis. The System also builds successfully their momentum trends over time.

    How to Use TANER Momentum (NYSE:TM)

    Every marketday buys, sells, or exchanges (among mutual funds) can be made by TM. All trades except exchanges are posted on StockTalks to share these trades with you. For options players (for me options are excluded) call/put positions can be taken. My experience for three years propose following two Risk/Reward Tables: The Long-Term RR (LTRR) Table and The Short-Term RR (STRR) Table. . Please use this as a guide.

    LTRR (For Long-Term Investors)

    TANER

    RISK

    REWARD

    T (TOPPING)

    HIGHER

    LOWER

    A (ADVANCING)

    HIGH

    LOW

    n (neutral)

    average

    average

    E (EMERGING)

    LOW

    HIGH

    R (REVERSING)

    LOWER

    HIGHER

    Try Advancing (NYSE:A) and Emerging (NYSE:E) TM.

    STRR (For Near-Term Traders)

    TANER

    RISK

    REWARD

    T (TOPPING)

    HIGHER

    HIGHER

    A (ADVANCING)

    HIGH

    HIGH

    n (neutral)

    average

    average

    E (EMERGING)

    LOW

    LOW

    R (REVERSING)

    LOWER

    LOWER

    Try Advancing or Topping (NYSE:T) TM. When a very near term (i.e. daytrading), Topping TM.

    What for R (Reversing)? These TM are useful either for your exits of any holding or your bets in a stable upswing. Sometime R gives you a big gain.

    T (Topping) sometimes help you to take gains with the intraday 5%+ rule.

    Related Instablogs

    Go TANER: The Market Primer

    Autopilot Portfolio: TANER APP (NYSE:I)

    Income Portfolio: TANER APP (II)

    The Tiger Rule: TANER APP (NASDAQ:III)

    Daytrading: TANER APP (IV)

    The TMT (TANER Momentum Trend)

    Aug 04 10:15 AM | Link | Comment!
  • The Daily Market Information (DMI) (August 4 2015, Tuesday

    ABOUT The DMI (Daily Market Information)

    Investing is a zero-sum game, meaning when one guy gains, the other guy must lose. In order to win, what must we do? The DMI might help you to have an edge over the other guys. There is too much market information on SA, TV, Newspapers, magazines, etc. The problem is there is too much info to absorb. That's why DMI is brief and well-selected.

    My focus is primarily on news about two areas: The Fed policy and Business Cycles. These are macro topics. DMI is a summary of what I listen to BBR, and read WSJ, Reuters, Bloomberg, AP, and Barons (weekend) from 5:a.m. to 7:00 a.m. everyday.

    With this information and the RED Spread (introduced in my article. Link: www.seekingalpha.com/article/817551) you can grasp the current market situation.

    The Daily Market Information (DMI) (August 4 2015, Tuesday

    Marketwatch

    The SPX may finally be ready to make its move. http://www.marketwatch.com/story/the-spx-may-finally-be-ready-to-make-its-move-2015-08-03

    Bloomberg

    China Dethroned as World's Most Liquid Stock Market After Curbs. http://www.bloomberg.com/news/articles/2015-08-04/china-dethroned-as-world-s-most-liquid-stock-market-after-curbs

    Reuters

    Respite for commodities as dollar wilts, China bounces. http://www.reuters.com/article/2015/08/04/us-markets-global-idUSKCN0Q900R20150804

    The Daily Market Information (DMI) (August 3 2015, Monday

    Bloomberg

    Win or Lose, U.S. Stocks Getting Biggest Earnings Bang Since '12. http://www.bloomberg.com/news/articles/2015-08-03/win-or-lose-u-s-stocks-getting-biggest-earnings-bang-since-12

    Reuters

    Asian stocks near 2015 lows on China worr, dollar steadies. http://www.reuters.com/article/2015/08/03/us-markets-global-idUSKCN0Q800V20150803

    The Daily Market Information (DMI) (August 2 2015, Sunday

    Morningstar

    Your Plan for Rising Interest Rates. http://news.morningstar.com/articlenet/article.aspx?id=709082

    Bond Market Liquidity and the ETF Bogeyman. http://news.morningstar.com/articlenet/article.aspx?id=708682

    Marketwatch

    Is Google ready to cross the half-million-dollar threshold? www.marketwatch.com/story/is-google-read...

    The Daily Market Information (DMI) (August 1 2015, Saturday

    Bloomberg

    Why Capital Outflows From China May Be No Cause to Alarm. http://www.bloomberg.com/news/articles/2015-07-31/why-capital-outflows-from-china-may-be-no-cause-for-alarm

    Reuters

    Only a payrolls surprises could shake stalling market. http://www.reuters.com/article/2015/07/31/us-markets-stocks-usa-weekahead-idUSKCN0Q52LP20150731

    The Daily Market Information (DMI) (July 31 2015, Friday

    Bloomberg

    Tsipras Survives for Now as Party Rebels Blast Greece Rescue. http://www.bloomberg.com/news/articles/2015-07-31/tsipras-survives-for-now-as-greek-rebels-try-to-stop-rescue-plan

    Reuters

    Commodities, VChina stocks lick wounds after brutal July. http://www.reuters.com/article/2015/07/31/us-markets-global-idUSKCN0Q501G20150731

    Aug 04 5:13 AM | Link | Comment!
  • John Bogle On Index Investing

    The following article was posted on November 7, 2014. It was not published on SA because there were somehow some resistance because the portfolio is not only with mutual funds (not with stocks, bonds, and ETFs) but with the traditional (not "smart") index funds.

    How A Portfolio with Dual Controls Made Its Joyful Journey Over The 2014 Mid-October Market Rout, Halloween Surge, and The Election Rally. http://seekingalpha.com/instablog/791632-o-young-kwon/3441995-how-a-portfolio-with-dual-controls-made-its-joyful-journey-over-the-2014-mid-october-market-rout-halloween-surge-and-the-election-rally

    The main focus of this article is an investment strategy with a (passive)Vanguard-Index Portfolio since October.

    One of the fans of this article must be John C. Bogle who is "founder of index-fund giant Vanguard Group and an outspoken advocate for index investing…Fight the urge, Mr. Bogle advises. 'ETFs are fine, so long as you don't trade them,' he says. "But you'll be tempted, usually at a bad time. They're dangerous to your wealth." (By Jonathan Burton of MarketWatch, Wall Street Journal, Nov. 4, 2014, Pp. R1-2)

    Mr.Bogle had two interviews with MorningStar. If you are a long-term investor, or an index investor in particular, it is worth viewing the following his interviews. You can get his advices on index investing.

    Bogle: Latest Investor Trends Are Just That - Trends. www.morningstar.com/cover/videocenter.as...

    Bogle: Little Wiggle Room for Investment Returns. http://www.morningstar.com/Cover/videoCenter.aspx?id=670426

    Nov 22 11:15 AM | Link | 1 Comment
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