100 Level

Keys to Successful Investing

One does not need to comprehend quantum mechanics or string theory to be a successful investor.  However, there are several key principles to keep in mind and implement if one wishes to avoid the errors that thousands of investors make year after year.  Readers of ITA Wealth Management will find these fundamental ideas dotted all over this blog.  Here are my key ideas. Save as … [Read More...]

Ten Rules to Follow in Preparation for Retirement

Over the next few days I will lay out ten fundamental ideas or rules that will serve readers well as they prepare for retirement.  I know many of you are already well into retirement and have gone through this process while others are just beginning their investment journey.  For the veterans, you may pick up a few ideas and have others reinforced.  If you have words of wisdom for other readers, … [Read More...]

300 Level

“Creme List” for 22 January 2011

CSCO is back on the list and we lost LLY.  Otherwise, only minor shifts occurred this week.  No stock was priced to purchase according to my analysis. Platinum membership available for a mere $5.00 per month. … [Read More...]

ETF Evaluations In Preparation for Euclid Risk Reduction Analysis

At the close of the market tomorrow (1/12/2012) I will examine the relative price of each ETF used in Euclid and compare it with its 195-Day EMA.  For example, in the slide shot below the price of VTI is well above its 195-Day EMA.  The ITA Risk Reduction model calls for holding a full position in VTI.  Checking the Euclid moments ago, Large-Cap Blend (VTI) is slightly over target … [Read More...]

200 Level

Retirement Planning: Using the Kenilworth Portfolio As A Model

Two young portfolios, Gauss and Kenilworth, found here on ITA Wealth Management serve as examples for retirement planning.  For this blog post, I'll use the Kenilworth as the example since it began with a modest initial investment of $1500 followed by monthly contributions.  Platinum members have access to all the transaction details. The first move in any retirement plan is to do … [Read More...]

Kepler Portfolio Review: Strategic Asset Allocation Changes

Review time has arrived for the Kepler Portfolio and I am making changes in the Strategic Asset Allocation plan.  Platinum members will find two Dashboards presented so you can easily see the changes I am making. … [Read More...]

400 Level

Examination Day For The Maxwell Portfolio

The sixth of the month is examination day for the Maxwell Portfolio.  While the market took quite a hit today, all the "critical" ETFs held above their 195-Day Exponential Moving Averages (EMAs).  Developed international markets (VEU) nearly succumbed to the down draft.  Here is the StockCharts graph for VEU at the market close on March 6th. Track portfolios using the ITA … [Read More...]

Market Conditions: Where Are We?

Technical Analysis of Broad Market In a recent article from the American Association of Individual Investors (AAII), one writer wrote the following. "I recommend that investors form a major market opinion first.  Is it a long-term bull market or bear market?  Bear markets should not deter investment, but being aware of them is important in order to determine how aggressive you … [Read More...]