100 Level

What Comes After The Strategic Asset Allocation Plan?

Where do we go next after the following plans are in place? Credit cards are paid in full. A savings plan is in effect and money is set aside each paycheck. A discount broker account is open at a business such as TDAmeritrade. The Strategic Asset Allocation plan is in place. Ten to fifteen asset classes were selected for investment. We now come to the difficult and all … [Read More...]

Portfolio Development

Thinking Through Portfolio Construction Within the last few weeks I read a post on the Internet that I threw into my "fear bag."  The thesis of the post focused on Decision One as articulated by Goldie and Murray in their little book, "The Investment Answer."  The writer claimed the small investor was courting disaster if they managed their own money.   Readers … [Read More...]

300 Level

Smartest Medium-High Risk Portfolio

With this analysis of the medium-high risk portfolio, we leap over the medium risk portfolio found at this site. The medium-high risk portfolio limits the bond/income asset class to 20%.  Remember, we began with 80% allocated to the bond asset class, moved to 60%, then 40% and now 20% or something similar to what we hold in many portfolios tracked here at ITA Wealth Management. Note the … [Read More...]

Bohr Portfolio Review: 22 February 2012

Shares of VWO [Emerging Markets (EM)] were purchased this week for the Bohr Portfolio bringing the EM asset class into balance.  Even so, we are over 250 shares shy of pulling EM up to the 20% target.  In the following screen shots Platinum members can see the Bohr Dashboard and performance data. The following asset allocation is designed for the long-term investor.  While the Bohr … [Read More...]

200 Level

Bohr Portfolio Update: 21 June 2011

Bohr Portfolio Review This being the Summer Solstice, it seems prudent to review another portfolio.  This time it is the Bohr Portfolio, one of the better performing portfolios.  A limit order is in place to buy RWX to fill in the International REITs gap.  I also have orders set to see some of the bond/income generators as that asset class is being pulled back to 5%.  Several … [Read More...]

Retirement Payout Spreadsheet

A few days ago I mentioned the possibility of a retirement payout spreadsheet coming to ITA.  The spreadsheet is now available and the link, provided below, is available to Platinum members.  The spreadsheet is authored by a friend and I customized it for individual investors.  The concept behind this spreadsheet is to see the change in the payout if one lowers it by some … [Read More...]

400 Level

Bullish Percent Indicators: 9 November 2012

Friday, November 9th, was a flat market, but the direction over the course of the week was down and that is reflected in many of the indexes and sectors.  Our most important index changed direction and handed the ball over to the defense.  Other BPI values moved out of the overbought zone.  Check the details below. Index BPIs:  The NYSE and Dow Jones Transportation were the last holdouts.  Both … [Read More...]

ITARR Style Portfolios: What Next?

Now that we are near the end of the month, what are the plans for the Maxwell, Euclid, and Madison portfolios?  A price check this morning show all seven basic ETFs are well under their 195-Day EMAs.  Should this continue until November 30th, and I expect that to be the case, we will not make any changes in these three portfolios even though we do hold partial positions in VTI, IWN, IGE, … [Read More...]