100 Level

Aristotle To Use VTI/TLT Ratio

Check this blog to see how the Aristotle Portfolio is going to be managed using ideas from Benjamin Graham. http://itawealth.com/2014/06/19/passive-investing-according-benjamin-graham/ If you have not recently checked out the upgraded ITA blog, check the URL under my name. Lowell http://itawealth.com … [Read More...]

Occam’s Razor and Investing

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to the 14th century Franciscan friar, William of Ockham.  Isaac Newton stated the Occam’s Razor another way with this rule. “We are to admit no more causes … [Read More...]

300 Level

Launching a New Portfolio and Initializing ITA Index

Platinum readers know about the funding of the new ITA-RR portfolio. Since tomorrow is the last business day of the month (December) I will take a careful look at the price points for VTI, IWN, VEU, VWO, VNQ, RWX, and IGE and compare them with their respective 195-Day EMAs.  If nothing were to change tomorrow, on January 3, 2012, I will take out a full position in VTI, IWN, and VNQ.  … [Read More...]

Allocation Changes Coming To Maxwell: 17 January 2013

Changes are coming to the Maxwell Portfolio.  1) I sold shares of Mid-Cap Blend (VO) and Small-Cap Blend (VB) as those two asset classes are highly correlated with Large-Cap Blend (VTI).  I will be selling off Large- and Mid-Cap Value for the same reason.  As replacements I will be adding shares of gold and emerging market sovereign debt when a buying opportunity arises. … [Read More...]

200 Level

Alternative Investment Vehicles to Suggested Index Funds

What are the alternatives one might use to those suggested by Solin in his recent book, "The Smartest Portfolio You'll Ever Own."  The reason for seeking alternative investments is two fold.  1)  We seek ETFs that have historical records of at least three years.  This is so we can run Quantext Portfolio Analysis (QPP) on the portfolios.  2)  When … [Read More...]

Portfolio Performance Data: 3 February 2012

Portfolios gained ground on an absolute scale, but most gave back the relative gains of last week when compared with the VTSMX benchmark.  Several portfolio held even with the VTSMX and three, all Risk Reduction model portfolios, gained a few tenths of a percentage point. Investors following the Risk Reduction model may be interested in examining level two as explained in this Seeking Alpha … [Read More...]

400 Level

Sortino Worksheet: Review of How to Update the Sortino-Retirement Ratio Worksheet

We are in the middle of the month so those who are updating the Sortino Ratio (SR) worksheet inside the TLH Spreadsheet every two weeks will want to make the changes after the market closes today.  … [Read More...]

“Delta Factor” Update for Bonds

It has been several weeks since I posted information on the "Delta Factor" for bonds.  I don't pay a lot of serious attention to this information, but I do observe the projections to see if there are elements of interest.  In this post, Vale Capital II (CJS) stands out as a possibility.  I'm not familiar with CJS.  I recall a reader of this blog asked that … [Read More...]