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Zach Tripp's  Instablog

Zach Tripp
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Certified program manager (PMP) with a background in engineering. Fundamental investor who's portfolio consists of buy-and-hold dividend growth companies, growth companies (short-term) and index fund portfolio management (retirement / long-term savings).
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  • Investing Advise Articles / Links

    'Best practices' for ETF trading: Seven Roads of the Road:

    Apr 26 9:25 PM | Link | Comment!
  • Market Capitalization Overlap Between S&P 500, S&P 400 And S&P 600

    I have never noticed the large overlap in market capitalization between the S&P 500 (large), S&P 400 (mid) and S&P 600 (small).

    (in millions)

    S&P 500: $3,259 - $724,773

    S&P 400: $737 - $11,832

    S&P 600: $86 - $4,304

    Dated: 31Mar2015

    Source: S&P Dow Jones Indices

    Tags: VOO, IVOO, VIOO
    Apr 01 1:14 PM | Link | Comment!
  • Fidelity 7Twelve Diversified Portfolio Rebalance: Jan-2015

    Last July (2014) I adopted my Rollover IRA holdings to align with the 7Twelve portfolio. My asset allocation was already very similar. The largest change for me was to equal all of the holdings and to add a cash portion.

    Link to original article:

    Even though this past December was only the 4 month mark, I want to get into the habit of annual rebalancing. With the fall in oil and overall commodities prices, I waited until the end of January.

    Am I trying to time the market? Yes and No. I know I cannot time the market. Chances are, oil and commodities will continue to fall. At the moment it looks like the Natural Resources fund has settled around $30/share.

    You can see, since July-2014 the leaders were the REIT fund and the S&P 500. The losers were Pimco's commodity fund and the Natural Resources fund.

    (click to enlarge)

    Jan 30 9:06 PM | Link | Comment!
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