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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 stocks, Energy, US IPO's, and munis - June 14, 2009  0 comments
    Jun 14, 2009 11:36 PM | about stocks: FPX, BZM, PIZ, REA

    Peaceful Gains ETF
    Financial advisory newsletters with
    consistently high long-term returns
    June 14, 2009
    Update frequency: weekly

    Allocations
    Conservative

    • FPX (First Trust US IPO Index Fund): 65%
    • BZM (Blackrock Maryland Municipal Bond Trust): 31%
    • PIZ (PowerShares DWA Developed Markets Technical Leaders Portfolio): 4%

    This week's recommendation is to keep a portion of the money in a municipal bond fund (BZM). If your brokerage account does not allow holding municipal bond funds, you should keep that portion of the money in cash or money market.

    Balanced

    • PIZ (PowerShares DWA Developed Markets Technical Leaders Portfolio): 98%
    • REA (Rydex 2x S&P Select Sector Energy): 2%

    Commentary: International stocks, Energy, US IPO's, and munis
    Happy Juneteenth, World Refugee Day, and West Virginia Day!

    Our highest return last week came from DPC, an international consumer discretionary stock fund. It has earned 3.0% in a week.

    This week, we are recommending a fund of stocks from developed markets (excluding US) that have relative strength; an energy sector fund; a fund of US IPO's; and, once again, a municipal bond fund.

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

    Disclosure: No positions.

     

    Themes: International stocks, Energy, US IPO's, munis Stocks: FPX, BZM, PIZ, REA
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