100 Level

ITA Wealth Management: Adding Investment Knowledge

  ITA Wealth Management Blog: Unique Contributions     What makes the ITA Wealth Management blog different from other investing blogs? 1. ITA provides examples of actual portfolios of various size and different launch dates.   2. Platinum members have access to eight different portfolios showing all transactions, portfolio performance, benchmark performance, … [Read More...]

Retirement Planning Mistakes: Mistake #1

Mistake number one in my book is failure to save or to not follow The Golden Rule of Investing.  Open up a spreadsheet and run your own calculations for the following classic comparison. As a nineteen year old you have the foresight and financial opportunity to save $2,000 per year for eight years.  After saving $16,000, for some reason you stop. This $16,000 investment manages to earn the … [Read More...]

300 Level

Tweaking the Five-Asset Class Portfolio

"Holy Grail" Portfolio Investors will find this simple portfolio of great interest.  I tweaked the percentage allocations and inserted Vanguard ETFs where appropriate. Vanguard and iShares ETFs track each other so that was not the key factor in coming up with this portfolio. Readers will note that I have the hedge ETF, SDS waiting in the wings. I will try to remember to post … [Read More...]

Revisiting the ITA Index

Long-time readers of ITA are aware of ITA Index, our customized benchmark.  Why use a benchmark such as the ITA Index?  While we watch the performance of VTSMX, an index fund that covers the entire U.S. Equities market, it is not an appropriate benchmark if one holds assets outside the U.S. Equities market.  Emerging markets is an example.  For this reason, I came up with a way to measure the … [Read More...]

200 Level

Newton Portfolio Review: 9 August 2011

Review of the Newton Portfolio was moved forward as shares of VEU, VBR, VOT, and VOE were purchased last week.  Dividends also came in from EMB, TLT, BND, HYG, and TIP.  Below is the current Strategic Asset Allocation plan for the Newton.  The ETF additions were purchased in such small amounts that asset classes remain under target.  This is an intra-day Dashboard.  I … [Read More...]

QPP Analysis of Swensen-Faber Merged Portfolio

Merging ideas from the "Swensen Six" and "Faber Ten" portfolios has the potential to generate a wide array of asset allocation plans.  In the following example I am sticking with the general percentages allocated to the broad asset classes, as recommended by David Swensen, but you will see that I am adding asset classes as suggested in the "Faber Ten" portfolio. … [Read More...]

400 Level

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]

Asset Allocation: Why Select This Mix of ETFs?

Gauss is the newest portfolio launched (12/27/2011) here at ITA Wealth Management.  While the annualized performance is a respectable 25%, it still lags both the VTSMX and ITA Index benchmarks as it took time to populate all fifteen equity and bond asset classes.  The broad market was in a positive mood during the launch phase and as a result, the portfolio fell behind the … [Read More...]