100 Level

Different Styles of Investing*

Let me pose a problem or situation to ITA Wealth Management readers.  We have two intelligent investors who approach investing from entirely different philosophies. For simplicity we will call them Investor A and Investor B.  Investor A is an active manager and readers have already know what active management entails.  Investor B is a passive manager and you know a bit about passive … [Read More...]

Blog Clues For New Users

If you are new to ITA Wealth Management and are having some difficulty finding your way around the blog, here are a few hints. 1) I just introduced a new Category which you will find in the right sidebar.  Open up the Categories pull-down menu and look for Free Information under Level 100.  Only a few of the free blog posts are identified, but this will get you started. 2) A good way … [Read More...]

300 Level

QPP Projections for the Bohr Portfolio

As promised, here is the Quantext Portfolio Planning analysis for the Bohr Portfolio.  Since I ran the analysis, shares of VEU and VWO were sold.  These ETFs plunged well below their 195-Day EMAs early this morning so I decided to protect gains and sell off, not all, but the majority of shares held in emerging markets and developed international markets.  This move is contrary to … [Read More...]

Optimizing the “Swensen Six” Portfolio

To answer the question of how much the "Swensen Six" portfolio changes when placed under the optimization microscope, here is the following analysis.  The percentage changes from asset class to asset class are not as different as one might expect. This material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

“Holy Grail” Portfolio: A Revised Look

QPP Analysis of "Holy Grail" Portfolio While I hope to have the focus of this blog post show up on Seeking Alpha, here is an advanced look at what I've been working on for Platinum members. This is quite a strong portfolio based on QPP analysis. Platinum membership is available for $5.00 per month.  Help provide capital for individuals starting their own business in developing … [Read More...]

Portfolio Review

Einstein Portfolio Review With the computer alarm ringing this morning, I noted it was time to update the Einstein Portfolio.  For new members, I cycle through seven key portfolios used as examples for interested investors.  The Einstein Portfolio is one of the seven.  During each review, I first look over the asset allocation worksheet called the Dashboard.  Below is the … [Read More...]

400 Level

Point & Figure Scaling: Why Use Percentage Instead of Traditional Option

A situation arose this morning regarding whether X's or O's are showing up in the right-hand column of the Vanguard's emerging market ETF, VWO.  If the scaling is set to 'percentage' O's are found in the right most column.  However, if the scaling option is set to 'traditional,' X's show up in the right-hand column.  Which is preferred?  To … [Read More...]

Risk

Portfolio Risk Risk is a messy word as it carries so many different meanings in the investing world. Here are at least three meanings of the term. 1. Committee members giving oversight to an endowment fund may define risk as follows. Will the endowment fund grow sufficiently to best inflation, grow a little, and still be able to throw off 5% to find their institution? That is asking a lot of a … [Read More...]