100 Level

Maxwell Portfolio Review: 1 November 2012

Since the last Maxwell review, share of VB were sold to bring Small-Cap Blend back into balance.  Shares of VO and VNQ were added in a rebalancing effort.  Now all asset classes are in balance with exception of Cash and some of that excess will be used to pick up additional shares of VWO. Since the Maxwell is one of the ITA Risk Reduction model portfolios, special attention now focuses on … [Read More...]

Gauss Portfolio Review: Risk Reduction Model Update

At the end of each month the Gauss Portfolio comes up for its ITARR review.  Over the past few days I had some concerns that one or more of the eight critical ETFs would be sold out of the Gauss.  Fortunately, this did not happen as the closing prices today showed each of the ETFs priced above their 195-Day Exponential Moving Averages.  We may find a different situation when the Maxwell is … [Read More...]

300 Level

New Feature To Be Added To ITA Wealth Management

A new feature or service will be added to ITA Wealth Management sometime over the next six weeks.  For those investors who choose to add individual stocks, such as high yield or "Piotroski stocks," a new analysis will be added.  This is software I use several years ago, but never included it in the ITA offerings. … [Read More...]

SRCE: A Dividend Stock of Interest

After screening for stocks that showed increasing dividend growth over the past seven years, SRCE is one of eight stocks (out of over 9,000 companies) that passed my tight screen.  Below is an additional analysis of this financial stock. This information is not available for publication elsewhere on the Internet. Sign up for a Platinum membership to gain access to this analysis.  Membership … [Read More...]

200 Level

Pay Attention to Your Portfolio: Sample Portfolio Included

Whether you are a beginning or experienced investor, it is important to review and update your portfolio annually if not monthly.  ITA portfolios are reviewed and updated every 33 days.  The updating difficulty is highly dependent on what securities are used to populate the portfolio.  If individual stocks are used the task is more onerous as each stock needs to be reviewed in detail.  Further, … [Read More...]

Are You Ready for Retirement? Most Americans Are Not Prepared

The Encore section of the January 14 Wall Street Journal points out that many people are behind on their preparations for retirement. 67% of workers say they are behind schedule in planning and saving for retirement.  These folks violated The Golden Rule of Investing. One 58% of works say they or their spouse are currently saving for later life.  Perhaps the middle class has fallen so far … [Read More...]

400 Level

Pre-Examination of Maxwell Portfolio

Tomorrow is the examination date for the Maxwell Portfolio, one of the ITA Risk Reduction model candidates.  The asset allocation plan (Dashboard will be available tomorrow) for the Maxwell is a little different than it is for "mainstream" portfolios such as the Newton, Euclid, and Schrodinger.  The allocation plan is skewed toward small-cap value and emerging markets.  … [Read More...]

Is Risk Receiving Too Much Attention?

Are we paying too much attention to risk or portfolio uncertainty?  The answer to that question may not be as straight forward as readers might expect.  Each time ITA Wealth Management readers see a Quantext Portfolio Planner (QPP) analysis, projected portfolio uncertainty is one of the five critical metrics or outcomes.  Since projected return and projected standard deviation (SD) … [Read More...]