100 Level

AAII Journal: November Issue

As a lifetime member of the American Association of Individual Investors, I receive their journal each month. The November issue was of particular interest as it included 20 pages of the best financial web sites on the Internet. In addition to all those investment links this issue carried their ETF portfolio of which I analyze in a post tomorrow. There is also an article, "Is the Stock … [Read More...]

Three-Year Anniversary

Today is the three-year anniversary of ITA Wealth Management.  Thank you for checking in from time to time to view what I am trying to articulate.  In the three years, nearly one million viewers requested this blog.  Of course this is counting crawlers from Google so the number of live readers are much lower.  I think I've seen a viewer from every country except North … [Read More...]

300 Level

12-ETF Portfolio: Another Look

A Basic Portfolio Simplicity, when it comes to design, is an admirable feature and the 12-ETF Portfolio embodies this characteristic.  In addition, the projected numbers are quite respectable as readers can see from the following QPP analysis.  When designing or constructing a portfolio specific goals are set, although it is more difficult to attain those goals when the market is priced … [Read More...]

Become Your Own Investment Advisor and Save The Fees

Taking on the responsibility of managing your own portfolio can be, but need not be, a daunting task.  Some folks just don’t want anything to do with managing their own financial affairs.  It seems either too difficult, too important, or simply carries no interest.  While I have had almost a life-long interest in investing, it is understandable why many find it rather … [Read More...]

200 Level

Portfolio Performance: 4 February 2011

Portfolios tracked using Captool are updated as of 01/31/2011.  I am still behind bringing the TLH spreadsheets up-to-date.  As I enter that material, I will also enter the data in the table below, so refresh the browser screen to make sure you have the latest information.  In almost all cases, we gained ground on the benchmarks and improved the Return/Risk ratios since the last … [Read More...]

Portfolio Construction

There are many different schools of thought when it comes to creating a portfolio, but how you proceed will depend on several different factors. Attitude to risk, targeted returns and available length of time to invest are all aspects that need to be built into any plan. Strategic asset allocation is one way of managing a portfolio that can accommodate different attitudes to risk, which in … [Read More...]

400 Level

Tilting the Portfolio With Help From the “Delta Factor”

In an earlier post I made the case for using the "Delta Factor" as a "tilting" model.  Since market timing is generally considered to be a losers game, is there use for a probability argument as to when it makes sense to overweight a particular asset class, assuming the investor is constructing a portfolio based on a Strategic Asset Allocation plan?  In the prior post … [Read More...]

Two Bullish Percent Indicators Hand Ball To The Offense

Upward movement in the broad markets brought about a ball exchange in two of the six indexes.  Platinum members have access to the table below.  … [Read More...]