100 Level

Clark’s Fish Camp

If you are ever in Jacksonville, Florida, be sure to set your GPS to locate Clark's Fish Camp restaurant.  The food is excellent and the ambiance is "other-world."  Be prepared to wait an hour at prime time unless you have a VIP seating card.  In the main dining area are more stuffed animals than one is likely to see other than in a natural history museum. Over the … [Read More...]

Six Asset Class Portfolio

Adding REITs to the three essential asset classes plus treasury (TLT) did not improve the projected Return/Uncertainty ratio as expected.  However, we are not about to eliminate REITs as an asset class.  There were periods over the last eleven years when REITs provided a buffer to a very volatile market. What happens if we reduce the percentage allocated to REITs and add a commodities … [Read More...]

300 Level

Using the Ranking Spreadsheet as a Timing Tool

This Post is in response to a comment from a member concerning whether the Ranking Sheet (and Momentum Percentage) might be useful as a general market timing tool for different markets (e.g. US Equities, non US Equities). As suggested by the member, I've setup the spreadsheet with only 4 ETFs, US Equities (VTI), Developed Markets ex-US (EFA), Emerging Markets ex US (VWO) and (the inevitable) … [Read More...]

Analysis of Suggested Portfolio

At the suggestion of an ITA reader, below is the QPP analysis of a potential portfolio.  This sample portfolio is made up of investment vehicles I find both familiar and unfamiliar.  ALT and RALS do not have three-year records so that will throw off the analysis.  Investments with insufficient records generally result in higher than expected projected returns and lower than actual … [Read More...]

200 Level

Value Oriented Portfolio

Last evening a value oriented portfolio was mailed to me so I thought I would run it through a Quantext Portfolio Planner analysis.  Unfortunately, three of the thirteen ETFs have "short records."  This simply means the data does not extend back a minimum of three years. The ETFs with limited data are: MGV, VXUS, and VSS.  Nevertheless, here are the results. To view this … [Read More...]

ITA Portfolio Performance: 26 May 2012

While the individual portfolios increased in value this week, nearly all lost ground with respect to both the ITA Index and VTSMX benchmarks.  That is to be expected any time the market moves up considering that many of the portfolios are out of a number of asset classes and in cash or other income generating instruments.  Portfolios such as the Curie, Newton, Schrodinger, Einstein and … [Read More...]

400 Level

Bullish Percent Indicators for Week of 8 March 2013

For a broad look at market conditions as well as specific sectors, check out this article on Bullish Percent Indicators for last week.  I try to post the BPI information each week either on Seeking Alpha or here at ITA Wealth Management.   … [Read More...]

Is It Time To Buy The Commodity, DBC?

The quick answer is, NO.  Why is it too early to move back into the commodity ETF?  Let me count the ways.  First, start with the PnF graph, shown in the first slide.  Today's big drop is shown with a 6 showing up in the right-hand column.  That 6 indicates DBC had another one box drop in June which means we are adding another O in this column.  Supply for DBC … [Read More...]