100 Level

Rule #7 of Investing

Fire your investment advisor and/or broker. Make this move unless you have an extremely complicated financial situation or you cannot bear to deal with the details of portfolio management. In the latter case, you are not likely reading this blog as this is a do-it-yourself site. In the former situation – is your portfolio that much more complicated than a large pension fund? If not, then you … [Read More...]

New Portfolio Study Available

ITA Wealth Management readers and subscribers who are a tad lax in keeping up with all the posts on this blog may have missed the significant beginning entries on the Feynman Portfolio Study.  To catch up just go to the right-hand sidebar and under the Categories pull-down menu, select Feynman Portfolio.  This will take you to the articles on this analysis, beginning with the first one. Do to … [Read More...]

300 Level

Basic Portfolio Update: Changes in Momentum

As the market rotates from day to day, changes will show up in any portfolio if one is following the "Dynamic" plus SHY model.  If you are new to the blog and do not know what I am referring to, be sure to read The Feynman Study.  For example, yesterday there were only two viable ETFs that were outperforming the SHY, our cutoff ETF.  As mentioned in a comment, only VBK and VTV were ranked above … [Read More...]

Rebalancing Threshold Limits

What is the proper percentage to use as the Threshold Limits or Boundary Targets for rebalancing a portfolio?  For example, if we set a target of 15% for an asset class, what upper and lower limits are considered acceptable if the asset class is considered to be in balance.  In the ITA Wealth Management portfolios we have gone as high as 35% and as low as 20% for our target limits.  … [Read More...]

200 Level

High Yield Retirement Portfolio

A Platinum member submitted the following portfolio for analysis.  The portfolio is designed to throw off income for a retiree and as you can see, the historical yield is a very high 4.6% so the portfolio is meeting that goal.  Take note that the portfolio outperformed the S&P 500 and did it with much lower risk. The projected return over the next six to twelve months is 7.6% or very close … [Read More...]

Portfolio Performance: 13 May 2011

Since the last performance update, most of the portfolios gained ground when compared to the ITA Index, our customized benchmark.  However, nearly all portfolios lost ground to the VTSMX benchmark.  These minor losses can be explained by the strength of the U.S. equities market when compared to portfolios that are diversified with investments from all over the globe. A new portfolio, … [Read More...]

400 Level

What Are We Looking For?

Check out the following PnF graph.  This PnF graph is a composite of the New York Stock Exchange stocks.  Check out the long retracement since the composite topped out in the 78 region.  Read the Status where a Bear Alert was given back on April 16th.  It is looking like that was a great call.  … [Read More...]

New Feature: ETF Evaluation Model

ETFs Positioned to Buy The following data table is something new, although I did mention the possibility I would be putting together such an ETF evaluation.  In the following table I've combined a number of variables such as the 195-Day EMA and Chaikin Money Flow and quantized them into a percentage that you see in the right-hand column.  Platinum membership available for $5.00 per … [Read More...]