100 Level

Portfolio Performance Data

Portfolios tracked using the Captool software have been updated as of 8/31/2010. All of these portfolios lost a little ground over the month of August to the Vanguard Total Market Index Fund, VTSMX, a primary benchmark. Portfolios tracked using the TLH spreadsheet will be available this Saturday (9/25/2010) and if the market holds, we expect most of the portfolios will show a positive separation … [Read More...]

Review of ITA Wealth Management

The ITA Wealth Management blog originated over four years ago. It was on February 14, 2008 that I wrote my first entry and published it on an old blog site that was hacked. I first began this effort as I wanted to learn something about blogs. I never intended to begin a serious investment blog, so what began as an experiment evolved into ITA Wealth Management. If one is going to write a blog, one … [Read More...]

300 Level

“Creme List” for August 19, 2011

Three new companies cracked the "Creme List" this week.  Coach (COH) returned in the ninth spot after a short absence and no stocks were deleted from the group.  Use this list with great care as I highly recommend building portfolio through use of index ETFs. … [Read More...]

Delta Factor Results From Recommended Stocks

Adding a few recommended stocks to the "Mad Money" group, plus a few more, and Platinum members have the beginnings of some interesting companies.  No recommendations are implied.  I have room for another 15 to 17 before I need to create another list.  ROIC does not have the requisite history, so take that into consideration.  For this QPP analysis I used a 57-month … [Read More...]

200 Level

Rule #8: Should I Invest In a Roth IRA or Traditional IRA?

Which type of IRA account should one use for a personal retirement account?  Is it best to use the Roth IRA or traditional IRA.  With the Roth IRA, one pays the taxes before investing and the money is available tax free in retirement.  With the traditional IRA, one deducts taxes going in and pays taxes when the money is withdrawn.  You may find this surprising, but it makes no difference which you … [Read More...]

Alternative Portfolio: Increasing Allocation to PAAIX

Last week I published two portfolios that included the private equity ETF, PSP.  Here are links to the first and the second portfolios.  In the following portfolio, the allocation to PAAIX is moved up to 24% in hopes of pulling down portfolio volatility.  The assumptions in this analysis are identical to the previous two portfolios.  I did include last Friday's data in this … [Read More...]

400 Level

Ranking Critical ETFs

Now that I have the capability to work with more than 20 ETFs within the ranking worksheet, I made a list of the critical securities one might use to construct a portfolio.  There are three sector ETFs in this group and a special ranking of sector instruments will be conducted to determine which are part of this larger grouping. While the ranking is important, also pay attention to the … [Read More...]

Bullish Percent Indicator: A Summary

As the summer months approach and we enter the "dog days" of the stock market, we want to be vigilant with respect to market moves.  Particularly moves to the downside as we are interested in reducing portfolio risk.  The following seven basic rules as they relate to the Bullish Percent Indicator are among those we will keep in the forefront of our thinking. … [Read More...]