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Alex Strashny, Ph.D.'s  Instablog

Alex Strashny is a Ph.D. statistician who has developed an asset allocation investment algorithm. He applies this methodology to pick the asset mix that maximizes the expected return while not exceeding a fixed maximum risk.
My business:
Peaceful Gains
My blog:
peacefulgains.com/
  • [Peaceful Gains ETF] - International consumer discretionary stocks and municipal bonds - June 7, 2009  0 comments
    Jun 7, 2009 10:37 PM | about stocks: NKL, NVY, DPC

    Peaceful Gains ETF
    Financial advisory newsletters with
    consistently high long-term returns
    June 7, 2009
    Update frequency: weekly

    Allocations
    Conservative

    • NKL (Nuveen Insured California Dividend Advantage Municipal Fund): 55%
    • NVY (Nuveen Pennsylvania Dividend Advantage Municipal Fund 2): 45%

    Balanced

    • DPC (WisdomTree International Consumer Discretionary Sector Fund): 65%
    • NVY (Nuveen Pennsylvania Dividend Advantage Municipal Fund 2): 35%

    Commentary: International consumer discretionary stocks and municipal bonds
    Happy World Ocean Day.

    Our ETF newsletter is off to a great start. In the past week, our Conservative allocation has made 1.3%, though our Balanced allocation did lose 0.4%. Our highest return last week came from AFB, a municipal bond fund that returned 1.7%. A large part of that return came from a dividend that was paid out on Wednesday.

    Munis are continuing to do well. That is why for our Conservative allocation this week, all we are recommending are two municipal funds. For our Balanced allocation, we are also recommending a fund that tracks dividend-paying companies in developed markets outside of North America within the international consumer discretionary sector. This sector includes companies from the following industries: airlines, apparel, automobiles and parts, entertainment, food service, home builders, housewares, leisure time, lodging, office furnishings, retail, textiles and toys/games.

    Our method
    We pick the mix of investments that maximizes the expected return while not exceeding a fixed maximum risk.

    Disclosure: No positions.

    Themes: municipal bonds, international consumer discretionary stocks Stocks: NKL, NVY, DPC
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