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Rufus D  

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  • Portfolio For December [View article]
    After testing on ETF replay yesterday, I found that a 50/50 portfolio of VTI and LQD performs very well across all time periods even without rebalancing since 2008. It outperforms the S&P500 for several of the backtested years, with as expected about half the volatility. We get an even better result if VTI is replaced with VHT. This might make a nice benchmark for comparison to your strategies.
    Dec 2, 2014. 12:10 PM | Likes Like |Link to Comment
  • Rebalancing Of Fixed Asset Allocation Portfolios: How Often? [View article]
    Excellent post, thanks. Please post more on adaptive momentum strategies when you have time.
    Nov 27, 2014. 02:33 PM | 1 Like Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    Thanks for the excellent summary and commentary.
    Nov 25, 2014. 01:52 PM | Likes Like |Link to Comment
  • VTI Is Still A Buy In 2015 [View article]
    Good post. I agree VTI is the best core holding for any ETF strategy.
    Nov 20, 2014. 11:35 AM | 2 Likes Like |Link to Comment
  • Creating The Perfect Bond ETF Portfolio [View article]
    Thanks for the post. It would be interesting to add a high quality corporate bond fund like LQD to your analysis.
    Nov 9, 2014. 07:32 PM | Likes Like |Link to Comment
  • Hey Google, Thanks For Nothing [View article]
    Google is a one-trick pony. Search ad clicks are stumbling and being replaced by competitors using social media marketing. Google has used this cash cow for years to illegally manipulate the software business by giving away free versions of valuable software, while at the same time playing around with whacky ideas like some nutty professor movie. Google has no backup plan. The final nail in their coffin: Microsoft can start offering free ads on Bing. They don't need ad revenue to grow, Google is dead without it. Hey, if all software should be free and open source, why not all advertising too?
    Oct 20, 2014. 12:12 PM | Likes Like |Link to Comment
  • The Best Core Equity Holding For Your ETF Portfolio [View article]
    Good post and charts, thanks. I wonder if you would like to do a similar comparison for the core bond funds? BND, TLT, a couple more you like?
    Oct 9, 2014. 03:13 PM | 1 Like Like |Link to Comment
  • Apple's Next Billion-Dollar Business [View article]
    Wouldn't Apple prefer to get $99 a year from every iTunes account? And toss in some goodies like live concert streaming and daily app specials? iPrime anyone?
    Sep 24, 2014. 02:37 PM | 1 Like Like |Link to Comment
  • How Microsoft Is Out-Gaining Google And Could Soon Outgrow It [View article]
    Microsoft can make this even more interesting with one simple move: free ads on Bing. Microsoft does not need ad revenue to grow, but Google has nothing but ad revenue to survive on. In mobile and notebooks, Google decided that operating systems should be free by using its ad revenue cash cow to subsidize all of its Android and Chrome development. And Google has repeated this hardcore monopolistic tactic with google docs and many other products. They think software should be free, but access to information about consumers should cost money. And they are not only willing to profit from collecting data about you and selling it, they are also willing to give it all the NSA. It's time for Microsoft to fight back. Software developed by thousands of smart software engineers does have value, and that business model is better for all of us. Free ads on Bing would be a good step in getting Google under control.
    Jun 5, 2014. 01:07 PM | 9 Likes Like |Link to Comment
  • Google Ignores The PC While Lenovo Pushes Forward [View article]
    If Microsoft decides to offer Windows 9 free, they will also offer free ads for all on Bing the same day. Let the games begin. I think you should do an analysis of the revenue impact on both companies once search ads are free.
    Feb 23, 2014. 08:16 PM | Likes Like |Link to Comment
  • Should Smartphone Vendors Worry About 'Microdroid'? [View article]
    Right you are jayeeffeff. Microsoft does not need to dump Bing. On the contrary, there is only one thing that Microsoft needs to do: offer free ads on Bing. The same way Google gives away free clones of valuable Microsoft products. Bing is not needed by Microsoft as an ad based revenue stream generator, but search ads is the only real revenue stream for Google. Time to fight fire with fire!
    Feb 13, 2014. 05:58 PM | Likes Like |Link to Comment
  • Why Google Is The Top Tech Play Of Our Generation [View article]
    You could not be farther off on your analysis of google and android. Google uses its cash cow of search ad revenue to fund free versions of valuable software products and releases them into the market with very limited testing or support. They claim this is part of their altruistic open source philosophy. Bull. It is a planned anti-competitive strategy to hurt competitors by destroying the value of their products. It is the monopolists dream, and google is pursuing it with a vengeance. Perhaps Microsoft should try it the other way around: offer free ads on Bing to everybody. They have their own cash cows to fund the crushing of google, and it would be sweet to see it happen.
    Feb 2, 2014. 05:06 PM | 1 Like Like |Link to Comment
  • AWS And The Amazon Phone: The Next Big Thing? [View article]
    Just send pixels is the 'new' mantra? I worked at the HP data terminals division in 1979, and our job was to produce the device that would display the pixels, among other things. And guess what? We had several versions of these terminal devices, and I know the apps were 'persistent' because the boss could check my work every day on his little executive terminal. This back to the future cloud model seems to amaze everybody except the people who have seen it all before.
    Dec 24, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • ChannelAdvisor: Strong Earnings Give Investors Something To Get Excited About [View article]
    Up another 7% today after Cramer slobbered all over himself with praise for ECOM on his show yesterday.
    Aug 13, 2013. 05:05 PM | Likes Like |Link to Comment
  • Taking A Closer Look At iShares Dow Jones Select Dividend ETF [View article]
    Thanks for the research.
    Jun 10, 2013. 03:09 PM | Likes Like |Link to Comment