100 Level

Investment Book: Short Yet Essential

The Investment Answer Daniel C. Goldie and Gordon S. Murray have written a concise investment book of 80 pages that covers all the basic. What is unusual is that in this little book, Murray advocates a different (passive) investing style than the one he used to build his 25-year career. Here are a few references touting this book. Daily Finance PR Newswire Business … [Read More...]

Where To Invest New Money?

With the markets and individual sectors in over-bought territory, where should one invest new money?  This is not an easy question to answer so I'll just relate what I've been doing. … [Read More...]

300 Level

Portfolio Performance Data: 23 September 2011

After this week, ITA Wealth Management readers will certainly be aware of the high Retirement Ratio (RR) standard.  Only one portfolio, the Einstein, managed to turn in a positive RR value.  Let's face it, it was a very poor week for both domestic and world markets.  IRR percentage points were shed by every portfolio.  The good news is that most of the portfolios gained on … [Read More...]

Dow 30 And The “Delta Factor”

Normally, I reserve the "Delta Factor" analysis for non-managed index ETFs.  Deviating from that pattern, below is a table for the Dow Jones Industrial 30 stocks.  ITA followers, who are also Mosaic investors, will find this list of interest.  Are there any mega-cap stocks that show promise of price growth over the next six to twelve months? When examining a table such as … [Read More...]

200 Level

Einstein Portfolio Update

No new purchases occurred thus far in December.  We are waiting for confirming figures before making any new moves.  To determing "confirming figures," look up the ITARR model.  Dividends were posted for TIP, IEF, EMB, HYG, BND, and BWX.  New cash was deposited in this portfolio providing options when new buying opportunities become available. Below is the current … [Read More...]

Disadvantages of Passive (Index) Investing: Are There Any?

The arguments in favor of passive investing are far too compelling to completely ignore.  If there are any disadvantages, what are they? 1.  At one time the availability of passive or index funds were limited, particularly in certain asset classes.  Availability of index funds is no longer a problem as ITA readers know.  We can find an index ETF to fill every asset … [Read More...]

400 Level

Top Ranking ETFs For Week of April 26, 2013

Using three-month, six-month, and volatility data, the following table ranks the top 40 ETFs we use to populate most portfolios.  Many of these ETFs are commission free securities for TDAmeritrade clients.  Pay attention to both the ranking and momentum percentage. The following material is not available for publication elsewhere on the Internet. … [Read More...]

Bullish Percent Indicators For Major Markets

Below is the current data for the Bullish Percent Indicators.  The big changes this week showed up in the NASDAQ 100 and S&P 500 as both dropped sufficiently to hand the ball over to the defense.  In another post I will show the sector breakdown, but I can tell readers that energy is going through the roof.  The hot weather on the east coast is moving a lot of money into the … [Read More...]