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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
  • The Daily Market Information (DMI) (Oct. 12 2014, Sunday)

    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) (Oct. 12 2014, Sunday)

    Bloomberg

    Fed Officials May Slow Tightening If World Growth Disappoints. www.bloomberg.com/news/2014-10-12/fed-of...

    Australian Expansion Still Leaves 1-in-7 Below Poverty Line. www.bloomberg.com/news/2014-10-12/austra...

    Former PBOC Adviser Says Property Weakness Will Lower GDP Growth. http://www.bloomberg.com/news/2014-10-12/former-pboc-adviser-says-property-weakness-will-lower-gdp-growth.html

    Reuters

    Fraught Greek bailout exit to test euro zone resilience. http://www.reuters.com/article/2014/10/12/us-eurozone-greece-analysis-idUSKCN0I107Q20141012

    World economies warn of global risks, call for bold action. finance.yahoo.com/news/world-economies-w...

    Hina offers hint of growth prospects, Germany expects more bad news. www.reuters.com/article/2014/10/12/us-gl...

    Market Watch

    What will you do if the market falls? www.marketwatch.com/story/what-will-you-...

    The Daily Market Information (DMI) (Oct. 11 2014, Saturday)

    Reuters

    Europe growth pact floated as euro zone recession fears mount. http://www.reuters.com/article/2014/10/11/us-imf-europe-idUSKCN0HZ1DD20141011

    Fed should reconsider 'considerable time' vow on rates: Fisher. www.reuters.com/article/2014/10/11/us-us...

    Morningstar

    Weak Worldwide Growth Spooks Markets. news.morningstar.com/articlenet/article....

    A Stealth Correction in the Market. http://www.morningstar.com/Cover/videoCenter.aspx?id=667475

    Market Watch

    S&P, Nasdaq suffer worst weekly decline since 2012. www.marketwatch.com/story/us-stocks-fall...

    Bloomberg

    Jordan Says SNB Is Ready for Negative Rates If Necessary. http://www.bloomberg.com/news/2014-10-11/jordan-says-snb-is-ready-for-negative-rates-if-necessary.html

    Finland Loses Top Credit Rating as S&P Cuts to AA+. http://www.bloomberg.com/news/2014-10-10/finland-loses-top-rating-as-s-p-cuts-to-aa-on-weak-economy.html

    Malaysia Accelerates Building Projects With 6% GDP Growth Target. www.bloomberg.com/news/2014-10-10/malays...

    Oct 12 5:46 AM | Link | Comment!
  • The Market Stress Index (MSI) (Oct. 26, 2012 To Dec. 31, 2013)

    Link: www.seekingalpha.com/article/1725872 As the Fiscal Showdown Looms… www.seekingalpha.com/article/1187701 The Relationship Between A New Market Stress Index (NYSE:MSI) And The Market.

    The Market Stress Index (MSI)

     

    REDS

    10Y TN

      

    DATE

    DI

    Yield

    MSS

    MSI

    10/16/2012

    3.5%

    1.720%

    *

    *

    10/17/2012

    3.4%

    1.810%

    0

    *

    10/18/2012

    3.5%

    1.830%

    100

    *

    10/19/2012

    3.2%

    1.770%

    50

    *

    10/22/2012

    2.6%

    1.800%

    0

    *

    10/23/2012

    2.3%

    1.760%

    50

    *

    10/24/2012

    1.8%

    1.770%

    0

    *

    10/25/2012

    1.6%

    1.830%

    0

    *

    10/26/2012

    1.5%

    1.750%

    50

    28.6

    10/29/2012

    1.8%

    1.740%

    50

    35.7

    10/30/2012

    1.6%

    1.720%

    50

    28.6

    10/31/2012

    2.3%

    1.690%

    50

    28.6

    11/1/2012

    1.6%

    1.710%

    0

    35.7

    11/2/2012

    0.6%

    1.730%

    0

    28.6

    11/5/2012

    1.3%

    1.680%

    50

    28.6

    11/6/2012

    0.4%

    1.740%

    0

    35.7

    11/7/2012

    0.7%

    1.630%

    50

    28.6

    11/8/2012

    1.2%

    1.630%

    100

    28.6

    11/9/2012

    1.4%

    1.610%

    50

    35.7

    11/12/2012

    0.6%

    1.610%

    50

    35.7

    11/13/2012

    0.4%

    1.590%

    50

    42.9

    11/14/2012

    1.0%

    1.590%

    100

    50.0

    11/15/2012

    0.7%

    1.589%

    50

    57.1

    12/19/2012

    3.1%

    1.800%

    50

    64.3

    12/20/2012

    2.5%

    1.800%

    0

    64.3

    12/21/2012

    2.6%

    1.750%

    50

    50.0

    12/24/2012

    2.0%

    1.770%

    50

    50.0

    12/26/2012

    1.7%

    1.760%

    50

    50.0

    12/27/2012

    1.9%

    1.710%

    50

    50.0

    12/28/2012

    1.9%

    1.710%

    50

    42.9

    12/31/2012

    1.1%

    1.760%

    0

    42.9

    1/2/2013

    1.1%

    1.840%

    0

    35.7

    1/3/2013

    1.1%

    1.899%

    0

    35.7

    1/4/2013

    1.3%

    1.910%

    100

    28.6

    1/7/2013

    0.9%

    1.900%

    50

    35.7

    1/8/2013

    0.7%

    1.870%

    50

    35.7

    1/9/2013

    0.7%

    1.850%

    50

    35.7

    1/10/2013

    0.9%

    1.890%

    100

    35.7

    1/11/2013

    0.9%

    1.880%

    50

    50.0

    1/14/2013

    1.7%

    1.860%

    50

    57.1

    1/15/2013

    2.5%

    1.830%

    50

    64.3

    1/16/2013

    2.7%

    1.820%

    50

    57.1

    1/17/2013

    3.1%

    1.880%

    100

    57.1

    1/18/2013

    3.4%

    1.840%

    50

    64.3

    1/22/2013

    3.9%

    1.835%

    50

    64.3

    1/23/2013

    4.2%

    1.830%

    50

    57.1

    1/24/2013

    3.6%

    1.840%

    0

    57.1

    1/25/2013

    3.4%

    1.950%

    0

    50.0

    1/28/2013

    3.3%

    1.870%

    0

    42.9

    1/29/2013

    2.7%

    1.990%

    0

    35.7

    1/30/2013

    3.1%

    2.010%

    100

    21.4

    1/31/2013

    3.3%

    1.990%

    50

    28.6

    2/1/2013

    3.2%

    2.010%

    0

    28.6

    2/4/2013

    3.3%

    1.970%

    50

    21.4

    2/5/2013

    2.9%

    2.020%

    0

    28.6

    2/6/2013

    3.5%

    1.968%

    50

    28.6

    2/7/2013

    3.2%

    1.950%

    50

    35.7

    2/8/2013

    3.3%

    1.951%

    100

    42.9

    2/11/2013

    3.6%

    1.946%

    50

    42.9

    2/12/2013

    3.8%

    1.980%

    100

    42.9

    2/13/2013

    3.8%

    2.179%

    0

    57.1

    2/14/2013

    3.9%

    2.000%

    50

    50.0

    2/15/2013

    3.6%

    2.010%

    0

    57.1

    2/19/2013

    3.3%

    2.030%

    0

    50.0

    2/20/2013

    3.2%

    2.210%

    0

    42.9

    2/21/2013

    2.7%

    1.980%

    50

    28.6

    2/22/2013

    3.7%

    1.970%

    50

    28.6

    2/25/2013

    4.4%

    1.895%

    100

    21.4

    2/26/2013

    4.5%

    1.879%

    50

    35.7

    2/27/2013

    3.9%

    1.903%

    0

    35.7

    2/28/2013

    3.6%

    1.888%

    50

    35.7

    3/1/2013

    3.1%

    1.853%

    50

    42.9

    3/4/2013

    3.0%

    1.877%

    0

    50.0

    3/5/2013

    2.8%

    1.894%

    0

    42.9

    3/6/2013

    2.8%

    1.894%

    0

    35.7

    3/7/2013

    2.9%

    1.991%

    100

    21.4

    3/8/2013

    2.6%

    2.056%

    0

    28.6

    8/11/2013

    2.4%

    2.056%

    0

    28.6

    3/12/2013

    2.8%

    2.023%

    50

    21.4

    3/13/2013

    2.5%

    2.021%

    50

    21.4

    3/14/2013

    3.5%

    2.033%

    100

    28.6

    3/15/2013

    3.0%

    1.996%

    50

    42.9

    3/18/2013

    3.4%

    1.956%

    50

    50.0

    3/19/2013

    3.4%

    1.908%

    50

    42.9

    3/20/2013

    3.1%

    1.937%

    0

    50.0

    3/21/2013

    3.2%

    1.932%

    50

    50.0

    3/22/2013

    2.9%

    1.915%

    50

    50.0

    3/25/2013

    2.9%

    1.915%

    0

    50.0

    3/26/2013

    2.8%

    1.906%

    50

    35.7

    3/27/2013

    3.3%

    1.851%

    50

    35.7

    8/28/2013

    3.3%

    1.851%

    50

    35.7

    4/1/2013

    3.4%

    1.840%

    50

    35.7

    4/2/2013

    3.2%

    1.861%

    0

    42.9

    4/3/2013

    3.2%

    1.861%

    50

    35.7

    4/4/2013

    3.7%

    1.759%

    50

    35.7

    4/5/2013

    4.2%

    1.694%

    50

    42.9

    4/8/2013

    4.0%

    1.732%

    0

    42.9

    4/9/2013

    4.0%

    1.747%

    0

    35.7

    4/10/2013

    3.5%

    1.805%

    0

    28.6

    4/11/2013

    4.4%

    1.791%

    50

    21.4

    4/12/2013

    4.0%

    1.721%

    50

    28.6

    4/15/2013

    4.3%

    1.702%

    50

    28.6

    4/16/2013

    4.0%

    1.719%

    0

    28.6

    4/17/2013

    3.4%

    1.704%

    50

    21.4

    4/18/2013

    4.1%

    1.685%

    50

    28.6

    4/19/2013

    4.2%

    1.703%

    100

    35.7

    4/22/2013

    4.5%

    1.698%

    50

    50.0

    4/23/2013

    4.4%

    1.698%

    0

    50.0

    4/24/2013

    4.8%

    1.698%

    50

    42.9

    4/25/2013

    4.4%

    1.711%

    0

    42.9

    4/26/2013

    5.3%

    1.663%

    50

    42.9

    4/29/2013

    6.0%

    1.670%

    100

    42.9

    4/30/2013

    6.7%

    1.675%

    100

    50.0

    5/1/2013

    6.5%

    1.639%

    50

    50.0

    5/2/2013

    6.2%

    1.631%

    50

    50.0

    5/3/2013

    5.2%

    1.752%

    0

    57.1

    5/6/2013

    5.0%

    1.771%

    0

    50.0

    5/7/2013

    5.4%

    1.783%

    100

    50.0

    5/8/2013

    5.8%

    1.760%

    50

    57.1

    5/9/2013

    5.2%

    1.830%

    0

    50.0

    5/10/2013

    4.4%

    1.900%

    0

    35.7

    5/13/2013

    4.0%

    1.923%

    0

    28.6

    5/14/2013

    4.5%

    1.952%

    100

    21.4

    5/15/2013

    4.5%

    1.943%

    50

    35.7

    5/16/2013

    4.6%

    1.865%

    50

    42.9

    5/17/2013

    4.1%

    1.949%

    0

    35.7

    5/20/2013

    4.1%

    1.965%

    0

    28.6

    5/21/2013

    4.2%

    1.944%

    50

    28.6

    5/22/2013

    3.9%

    2.030%

    0

    35.7

    5/23/2013

    3.9%

    2.023%

    50

    35.7

    5/24/2013

    2.8%

    2.011%

    50

    28.6

    5/28/2013

    0.8%

    2.135%

    0

    28.6

    5/29/2013

    1.2%

    2.124%

    50

    21.4

    5/30/2013

    1.6%

    2.124%

    50

    28.6

    5/31/2013

    1.5%

    2.164%

    0

    35.7

    6/3/2013

    1.3%

    2.134%

    50

    28.6

    3/4/1900

    0.6%

    2.137%

    0

    35.7

    6/5/2013

    0.8%

    2.100%

    50

    28.6

    6/6/2013

    0.7%

    2.075%

    50

    28.6

    6/7/2013

    -0.1%

    2.161%

    0

    35.7

    6/10/2013

    -0.2%

    2.215%

    0

    28.6

    6/11/2013

    -0.2%

    2.195%

    50

    21.4

    6/12/2013

    0.0%

    2.230%

    100

    28.6

    6/13/2013

    -0.2%

    2.170%

    50

    35.7

    6/14/2013

    -0.4%

    2.126%

    50

    42.9

    6/17/2013

    -0.7%

    2.171%

    0

    42.9

    6/18/2013

    -1.1%

    2.182%

    0

    35.7

    6/19/2013

    -1.8%

    2.311%

    0

    35.7

    6/20/2013

    -2.0%

    2.419%

    0

    35.7

    6/21/2013

    -2.0%

    2.514%

    0

    28.6

    6/24/2013

    -2.2%

    2.548%

    0

    14.3

    6/25/2013

    -1.9%

    2.589%

    100

    7.1

    6/26/2013

    -1.3%

    2.539%

    50

    14.3

    6/27/2013

    -1.1%

    2.486%

    50

    21.4

    6/28/2013

    -1.2%

    2.478%

    50

    28.6

    7/1/2013

    -0.9%

    2.490%

    100

    35.7

    7/2/2013

    -0.9%

    2.469%

    50

    50.0

    7/3/2013

    -1.2%

    2.501%

    0

    57.1

    7/5/2013

    -2.3%

    2.715%

    0

    57.1

    7/8/2013

    -1.1%

    2.645%

    50

    42.9

    7/9/2013

    -1.0%

    2.630%

    50

    42.9

    7/10/2013

    -1.1%

    2.680%

    0

    42.9

    7/11/2013

    -1.2%

    2.574%

    50

    35.7

    7/12/2013

    -1.2%

    2.601%

    0

    28.6

    7/15/2013

    -0.6%

    2.556%

    0

    21.4

    7/16/2013

    -0.1%

    2.522%

    50

    21.4

    7/17/2013

    0.8%

    2.491%

    50

    28.6

    7/18/2013

    0.5%

    2.534%

    0

    28.6

    7/19/2013

    1.2%

    2.491%

    50

    21.4

    7/22/2013

    2.0%

    2.488%

    50

    28.6

    7/23/2013

    3.1%

    2.516%

    100

    28.6

    7/24/2013

    3.7%

    2.588%

    100

    42.9

    7/25/2013

    3.5%

    2.607%

    50

    57.1

    7/26/2013

    3.2%

    2.561%

    50

    57.1

    7/29/2013

    2.6%

    2.585%

    0

    57.1

    7/30/2013

    2.4%

    2.603%

    0

    57.1

    7/31/2013

    3.1%

    2.593%

    50

    50.0

    8/1/2013

    2.2%

    2.723%

    0

    50.0

    8/2/2013

    3.0%

    2.602%

    50

    35.7

    8/5/2013

    2.6%

    2.640%

    0

    28.6

    8/6/2013

    2.0%

    2.642%

    0

    21.4

    8/7/2013

    2.5%

    2.600%

    100

    14.3

    8/8/2013

    2.9%

    2.587%

    50

    28.6

    8/9/2013

    3.1%

    2.580%

    50

    35.7

    8/12/2013

    2.6%

    2.605%

    0

    35.7

    8/13/2013

    2.1%

    2.715%

    0

    35.7

    8/14/2013

    1.8%

    2.712%

    50

    28.6

    8/15/2013

    1.8%

    2.755%

    0

    35.7

    8/16/2013

    1.3%

    2.829%

    0

    35.7

    8/19/2013

    1.3%

    2.829%

    0

    21.4

    8/20/2013

    0.3%

    2.814%

    50

    14.3

    8/21/2013

    0.1%

    2.860%

    0

    14.3

    8/22/2013

    -0.6%

    2.901%

    0

    14.3

    8/23/2013

    0.5%

    2.818%

    50

    14.3

    8/26/2013

    0.0%

    2.805%

    50

    14.3

    8/27/2013

    -0.1%

    2.721%

    50

    21.4

    8/28/2013

    1.5%

    2.782%

    100

    28.6

    8/29/2013

    2.1%

    2.751%

    50

    42.9

    8/30/2013

    1.2%

    2.749%

    50

    42.9

    9/3/2013

    2.6%

    2.848%

    100

    50.0

    9/4/2013

    2.3%

    2.897%

    100

    64.3

    9/5/2013

    1.5%

    2.979%

    0

    71.4

    9/6/2013

    1.6%

    2.938%

    50

    64.3

    9/9/2013

    1.5%

    2.897%

    50

    64.3

    9/10/2013

    0.5%

    2.959%

    0

    57.1

    9/11/2013

    1.1%

    2.920%

    50

    50.0

    9/12/2013

    0.6%

    2.907%

    50

    50.0

    9/13/2013

    1.7%

    2.898%

    50

    42.9

    9/16/2013

    1.6%

    2.874%

    50

    35.7

    9/17/2013

    2.6%

    2.853%

    50

    42.9

    9/18/2013

    2.7%

    2.708%

    50

    42.9

    9/19/2013

    2.3%

    2.750%

    0

    42.9

    9/20/2013

    1.8%

    2.732%

    50

    42.9

    9/23/2013

    1.0%

    2.714%

    50

    42.9

    9/24/2013

    1.3%

    2.653%

    50

    42.9

    9/25/2013

    1.3%

    2.614%

    50

    42.9

    9/26/2013

    0.7%

    2.643%

    0

    42.9

    9/27/2013

    1.1%

    2.619%

    50

    35.7

    9/30/2013

    1.5%

    2.615%

    50

    35.7

    10/1/2013

    1.4%

    2.646%

    0

    42.9

    10/2/2013

    1.8%

    2.626%

    50

    35.7

    10/3/2013

    2.6%

    2.606%

    50

    35.7

    10/4/2013

    1.7%

    2.652%

    0

    35.7

    10/7/2013

    2.2%

    2.634%

    50

    28.6

    10/8/2013

    2.4%

    2.636%

    100

    35.7

    10/9/2013

    2.3%

    2.650%

    50

    42.9

    10/10/2013

    2.1%

    2.680%

    0

    42.9

    10/11/2013

    2.1%

    2.682%

    0

    42.9

    10/14/2013

    2.3%

    2.691%

    100

    35.7

    10/15/2013

    2.1%

    2.720%

    0

    42.9

    10/16/2013

    1.6%

    2.671%

    50

    42.9

    10/17/2013

    2.6%

    2.587%

    0

    42.9

    10/18/2013

    3.2%

    2.589%

    50

    28.6

    10/21/2013

    2.8%

    2.609%

    0

    28.6

    10/22/2013

    2.9%

    2.512%

    50

    28.6

    10/23/2013

    2.5%

    2.485%

    50

    35.7

    10/24/2013

    2.4%

    2.522%

    0

    28.6

    10/25/2013

    2.5%

    2.503%

    50

    28.6

    10/28/2013

    2.5%

    2.512%

    0

    28.6

    10/29/2013

    2.8%

    2.507%

    50

    28.6

    10/30/2013

    2.5%

    2.530%

    0

    28.6

    10/31/2013

    2.4%

    2.542%

    0

    28.6

    11/1/2013

    2.5%

    2.620%

    50

    21.4

    11/4/2013

    1.8%

    2.602%

    50

    21.4

    11/5/2013

    1.0%

    2.662%

    0

    28.6

    11/6/2013

    1.2%

    2.640%

    50

    21.4

    11/7/2013

    1.6%

    2.613%

    50

    28.6

    11/8/2013

    0.5%

    2.746%

    0

    28.6

    11/11/2013

    -0.2%

    2.755%

    0

    28.6

    11/12/2013

    -0.5%

    2.768%

    0

    28.6

    11/13/2013

    -0.6%

    2.725%

    0

    21.4

    11/14/2013

    -0.2%

    2.702%

    50

    14.3

    11/15/2013

    -0.5%

    2.709%

    0

    21.4

    11/18/2013

    -0.5%

    2.678%

    0

    14.3

    11/19/2013

    -1.0%

    2.712%

    0

    7.1

    11/20/2013

    0.1%

    2.792%

    100

    7.1

    11/21/2013

    0.4%

    2.784%

    50

    21.4

    11/22/2013

    -0.1%

    2.752%

    50

    28.6

    11/25/2013

    0.9%

    2.741%

    50

    35.7

    11/26/2013

    0.5%

    2.696%

    50

    35.7

    11/27/2013

    0.8%

    2.736%

    50

    42.9

    11/29/2013

    2.2%

    2.741%

    100

    50.0

    12/2/2013

    1.5%

    2.801%

    0

    64.3

    12/3/2013

    1.2%

    2.775%

    50

    50.0

    12/4/2013

    2.1%

    2.841%

    100

    50.0

    12/5/2013

    1.1%

    2.862%

    50

    57.1

    12/6/2013

    1.8%

    2.883%

    100

    57.1

    12/9/2013

    2.7%

    2.857%

    50

    64.3

    12/10/2013

    2.0%

    2.797%

    0

    64.3

    12/11/2013

    3.3%

    2.844%

    100

    50.0

    12/12/2013

    2.4%

    2.877%

    50

    64.3

    12/13/2013

    2.6%

    2.868%

    50

    64.3

    12/16/2013

    1.7%

    2.877%

    0

    57.1

    12/17/2013

    2.1%

    2.843%

    50

    50.0

    12/18/2013

    1.4%

    2.885%

    0

    42.9

    12/19/2013

    2.2%

    2.925%

    100

    35.7

    12/20/2013

    1.4%

    2.887%

    50

    50.0

    12/23/2013

    0.5%

    2.929%

    0

    42.9

    12/24/2013

    0.6%

    2.983%

    100

    35.7

    12/26/2013

    -0.4%

    2.990%

    0

    42.9

    12/27/2013

    -0.7%

    3.060%

    0

    42.9

    12/30/2013

    -0.9%

    2.976%

    50

    35.7

    12/31/2013

    -0.9%

    3.026%

    0

    42.9

    NOTE

    REDS = The RED Spread

    MSS = Market Stress Score

    MSI = Market Stress Index

    maMSI = 7-day-MA of Market Stress Index

    May 27 8:06 AM | Link | Comment!
  • The Daily A-A Decision & C/C Ratio (DAC)

    The Daily A-A Decision & C/C Ratio (NYSE:DAC) (Jan. 13, 2014 Monday)

    The 2 Controls on my Dual Portfolio - The Asset-Allocation (A-A) Decision and The Cash-To-Capital (C/C) Ratio (Table 2) and The Vanguard Mutual Fund Allocation (Table 3) along with Table 1, including the Market Stress Index (NYSE:MSI), were introduced in my article, "A Dual-Portfolio Strategy With 2 Controls Has Worked Out. Can It Weather Any Looming Storm?": www.seekingalpha.com/article/1822632 The following three tables update data.

    (Jan. 10, 2014, Friday)

     

     

    Table 1: The S&P 5oo Index, The C/C Ratio, & The MSI

           
     

    S&P 500

    CASH TO CAPITAL

    MSI

    DATE

    INDEX

    % ch

    Cum % ch

    RATIO

    % ch

    11/29/2013

    1,805.81

    *

    *

    15.1

    *

    50.0

    12/2/2013

    1,800.90

    -0.27%

    -0.27%

    16.8

    10.66%

    64.3

    12/3/2013

    1,795.15

    -0.32%

    -0.32%

    15.8

    -6.13%

    50.0

    12/4/2013

    1,792.81

    -0.13%

    -0.13%

    14.3

    -9.97%

    50.0

    12/5/2013

    1,785.03

    -0.43%

    -0.43%

    11.9

    -18.32%

    57.1

    12/6/2013

    1,805.09

    1.12%

    1.12%

    14.9

    22.39%

    57.1

    12/9/2013

    1,808.31

    0.18%

    0.18%

    14.9

    0.00%

    64.3

    12/10/2013

    1,802.62

    -0.32%

    -0.32%

    14.6

    -2.03%

    64.3

    12/11/2013

    1,782.22

    -1.14%

    -1.14%

    10.1

    -36.44%

    50.0

    12/12/2013

    1,775.50

    -0.38%

    -0.38%

    10.5

    3.88%

    64.3

    12/13/2013

    1,775.32

    -0.01%

    -0.01%

    10.5

    0.00%

    64.3

    12/16/2013

    1,786.54

    0.63%

    0.63%

    11.1

    5.56%

    57.1

    12/17/2013

    1,781.00

    -0.31%

    -0.31%

    11.1

    0.00%

    50.0

    12/18/2013

    1,810.65

    1.65%

    1.65%

    14.7

    27.91%

    42.9

    12/19/2013

    1,809.60

    -0.06%

    -0.06%

    13.8

    -6.32%

    35.7

    12/20/2013

    1,818.31

    0.48%

    0.48%

    15.4

    10.96%

    50.0

    12/23/2013

    1,827.99

    0.53%

    0.53%

    16.1

    4.44%

    42.9

    12/24/2013

    1,833.32

    0.29%

    0.29%

    15.5

    -3.80%

    35.7

    12/26/2013

    1,842.02

    0.47%

    0.47%

    16.1

    3.80%

    42.9

    12/27/2019

    1,841.40

    -0.03%

    -0.03%

    25.1

    43.69%

    42.9

    12/30/2014

    1,841.07

    -0.02%

    -0.02%

    26.2

    4.29%

    35.7

    12/31/2014

    1,848.36

    0.40%

    0.40%

    28.5

    8.41%

    42.9

    1/2/2014

    1,831.98

    -0.89%

    -0.89%

    29.4

    3.11%

    28.6

    1/3/2014

    1,831.31

    -0.04%

    -0.04%

    29.2

    -0.68%

    28.6

    1/6/2014

    1,826.97

    -0.24%

    -0.24%

    29.4

    0.68%

    42.9

    1/7/2014

    1,837.88

    0.60%

    0.60%

    29.9

    1.69%

    35.7

    1/8/2014

    1,837.49

    -0.02%

    -0.02%

    29.9

    0.00%

    50.0

    1/9/2014

    1,838.13

    0.03%

    0.01%

    27.7

    -7.64%

    50.0

    1/10/2014

    1,842.37

    0.23%

    0.24%

    28.4

    2.50%

    50.0

           

    Note: The percent change formula: 200*(B-A)/(B+A)

     

    (Jan. 10, 2014, Friday

    Table 2: The A-A Decision, The C/C Ratio, & The S&P 5oo

         
     

    A/A DECISION

    C/C

    S&P 500

    DATE

    STOCKS

    BONDS

    RATIO

    INDEX

    11/5/2013

    56%

    44%

    15.9

    1,762.97

    11/6/2013

    56%

    44%

    17.0

    1,770.49

    11/7/2013

    55%

    45%

    18.2

    1,747.15

    11/8/2013

    59%

    41%

    14.8

    1,770.61

    11/11/2013

    59%

    41%

    15.4

    1,771.89

    11/12/2013

    59%

    41%

    15.2

    1,767.69

    11/13/2013

    59%

    41%

    14.1

    1,782.00

    11/14/2013

    59%

    41%

    14.8

    1,790.62

    11/15/2013

    59%

    41%

    18.5

    1,798.18

    11/18/2013

    59%

    41%

    19.0

    1,791.53

    11/19/2013

    60%

    40%

    12.7

    1,787.87

    11/20/2013

    60%

    40%

    11.4

    1,781.37

    11/21/2013

    62%

    38%

    11.9

    1,795.85

    11/22/2013

    62%

    38%

    11.9

    1,804.76

    11/25/2013

    58%

    42%

    16.5

    1,802.48

    11/26/2013

    58%

    42%

    16.5

    1,802.75

    11/27/2013

    58%

    42%

    16.5

    1,807.23

    11/29/2013

    58%

    42%

    15.1

    1,805.81

    12/2/2013

    64%

    36%

    16.8

    1,800.90

    12/3/2013

    64%

    36%

    15.8

    1,795.15

    12/4/2013

    64%

    36%

    14.3

    1,792.81

    12/5/2013

    63%

    37%

    11.9

    1,785.03

    12/6/2013

    62%

    38%

    14.9

    1,805.09

    12/9/2013

    62%

    38%

    14.9

    1,808.31

    12/10/2013

    59%

    41%

    14.6

    1,802.62

    12/11/2013

    62%

    38%

    10.1

    1,782.22

    12/12/2013

    62%

    38%

    10.5

    1,775.50

    12/13/2013

    62%

    38%

    10.5

    1,775.32

    12/16/2013

    63%

    37%

    11.1

    1,786.54

    12/17/2013

    63%

    37%

    11.1

    1,781.00

    12/18/2013

    63%

    37%

    14.7

    1,810.65

    12/19/2013

    61%

    39%

    13.8

    1,809.60

    12/20/2013

    61%

    39%

    15.4

    1,818.31

    12/23/2013

    65%

    35%

    16.1

    1,827.99

    12/24/2013

    65%

    35%

    15.5

    1,833.32

    12/26/2013

    65%

    35%

    16.1

    1,842.02

    12/27/2013

    73%

    27%

    25.1

    1,841.40

    12/30/2014

    75%

    25%

    26.2

    1,841.07

    12/31/2014

    75%

    25%

    28.5

    1,848.36

    1/2/2014

    78%

    22%

    29.4

    1,831.98

    1/3/2014

    81%

    19%

    29.2

    1,831.31

    1/6/2014

    79%

    21%

    29.4

    1,826.97

    1/7/2014

    79%

    21%

    29.9

    1,837.88

    1/8/2014

    78%

    22%

    29.9

    1,837.49

    1/9/2014

    80%

    20%

    27.7

    1,838.13

    1/10/2014

    81%

    19%

    28.4

    1,842.37

    (Jan. 10, 3014 Friday)

     

     

    Table 3: The Mutual Fund Allocation (Jan. 10, 2014)

     

    Vanguard Mutual Fund

     

    ETF

    NAME

    SYMBOL

    %

    VTI

    Total Stock Market Index Admiral Shares

    VTSAX

    20.7%

    VXF

    Extended Market Index Admiral Shares

    VEXAX

    19.7%

    VTV

    Value Index Admiral Shares

    VVIAX

    21.6%

    VB

    Small-Cap Index Admiral Shares

    VSMAX

    16.9%

    VCIT

    Intermediate-Term Corp Bond Index Admiral

    VICSX

    5.9%

    VEU

    FTSE All-World ex-US Index Admiral Shares

    VFWAX

    16.2%

     

    TOTAL

     

    100.0%

    (Dec. 27, 3013 Monday)

     

     

    Table 3: The Mutual Fund Allocation (Dec. 13, 2013)

     

    Vanguard Mutual Fund

     

    ETF

    NAME

    SYMBOL

    %

    VTI

    Total Stock Market Index Admiral Shares

    VTSAX

    21.05%

    VXF

    Extended Market Index Admiral Shares

    VEXAX

    21.02%

    VTV

    Value Index Admiral Shares

    VVIAX

    22.02%

    VB

    Small-Cap Index Admiral Shares

    VSMAX

    17.11%

    BND

    Total Bond Market Index Admiral Shares

    VBTLX

    3.22%

    VEU

    FTSE All-World ex-US Index Admiral Shares

    VFWAX

    15.59%

     

    TOTAL

     

    100.00%

    (Dec. 13, 3013 Monday)

     

     

    Table 3: The Mutual Fund Allocation (Nov. 15, 2013)

     

    Vanguard Mutual Fund

     

    ETF

    NAME

    SYMBOL

    %

    VTI

    Total Stock Market Index Admiral Shares

    VTSAX

    18.66%

    VXF

    Extended Market Index Admiral Shares

    VEXAX

    17.37%

    VTV

    Value Index Admiral Shares

    VVIAX

    20.54%

    BND

    Total Bond Market Index Admiral Shares

    VBTLX

    25.51%

    TIP

    Inflation Protection Securities Admiral Shares

    VAPSX

    1.23%

    VEU

    FTSE All-World ex-US Index Admiral Shares

    VFWAX

    16.70%

     

    TOTAL

     

    100.00%

    Nov 24 12:55 PM | Link | Comment!
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