100 Level

My Saving Plan Is In Place: What Is The Next Step?

Is it safe to assume you have read one or more of the following sources? 1) Chapter 1 of The Elements of Investing by Malkiel and Ellis 2) Pages 143 - 144 and 152 - 154 of The Investor's Manifesto by William J. Bernstein 3) Pages 179 - 184 of The Power of Passive Investing by Richard Ferri 4) Rule 1 (Chapter 1) of Millionaire Teacher by Andrew Hallam Using these resources, and … [Read More...]

Super Charge Your Portfolio

In response to reader requests, I am posting a list of dividend oriented stocks.  Perhaps this is the beginning of a discussion of how one might add a few stocks to a core of index ETFs. The following material is not available for publication elsewhere. … [Read More...]

300 Level

X-Ray of Gauss Portfolio

The following two screen shots are the "X-Ray Analysis" of the Gauss Portfolio by Morningstar.  As you look over these results, how would you improve the make-up of this portfolio?  What ETFs would you add or subtract to improve the quality of this portfolio? I was unable to capture all the information in one screen shot and that is why the information is broken into two … [Read More...]

Smartest High Risk Portfolio

This is the last article in this series of QPP analysis of Solin's "supersmart" portfolios.  Of all the portfolios, this one is perhaps the weakest.  Read on to understand why. … [Read More...]

200 Level

Report on “New Normal” Portfolio

The following report on the "New Normal" portfolio comes from Bob Warasila, the creator of this set of assets. The New Normal test portfolio is now at the 2 year mark and is ahead of the benchmark VTSMX.  This portfolio is based on some comments by Pimco’s co-chairs and Geoff Considine (What the New Normal Means for Asset Allocation, August 8, 2009) of QPP back in the summer … [Read More...]

Starting From Scratch: The Logic Behind the “Swensen Six” Portfolio

When it comes to building a portfolio, David Swensen's general guidelines provide numerous strong starting points.  His portfolio satisfies requirements of numerical diversification, equity orientation, and functional diversification.  While Swensen does not recommend specific tickers in his book, Unconventional Success, he lays out basic guidelines I consider vital to portfolio … [Read More...]

400 Level

Buy and Sell Guidelines: A General Overview

Armed with analysis tools such as the Quantext Portfolio Planner (QPP), TLH Spreadsheet, Hoadley Optimizer and expanded worksheets, it is possible to outline some basic guidelines for buying, holding and selling ETFs.  As always, individual judgments are required and I'll attempt to explain those when transactions occur.  As always, we make investment decisions in the context of broad market … [Read More...]

“Delta Factor” and Market Inflection Points

To acquire additional background on the "Delta Factor" use the search engine located in the sidebar of ITA Wealth Management.  Some of the blog posts require Platinum membership to read all the information.  In this blog post I examine a group of ETFs using three time intervals.   Here are the intervals for analysis 3/31/2006 - 3/31/2009  (Looking forward, … [Read More...]