100 Level

Investing: What Should I Do?

"Pay no attention to the advisors. The Markowitz-Sharpe theory says what to do." So writes Michael Edesess in his book, "The Big Investment Lie: What Your Investment Advisor Doesn't Want You to Know." Just what does the Markowitz-Sharpe theory tell investors to do. 1. Develop a plan for the portfolio. Determine the percentage between equities (index stock funds), … [Read More...]

New WebSite: http://itawealth.com

Please register on the new site using real first and last names.  Registrations that do not show up as a Guest Registration will be purged from the site.  Click on the ITA Blog tab and find the registration option on the right sidebar. http://itawealth.com … [Read More...]

300 Level

TLH Spreadsheet Help With EFT Purchase

Do you need help entering a new ETF purchase into the TLH Spreadsheet?  A new video/audio clip is available to walk TLH users through the process.  There is also an explanation of how to enter a cash dividend into the spreadsheet.  … [Read More...]

Walking Investors Through Kepler Update

We begin the review of Kepler by examining the Dashboard.  The Dashboard is one of the critical worksheets found inside the TLH Spreadsheet, our portfolio tracking software program.  Several asset classes are out of balance and we will begin to make adjustments based on information found later in this blog post. Kepler Dashboard:  Depending of the optimization that is to follow, I expect to see … [Read More...]

200 Level

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...]

Why Do Amateurs Continue To Try When Professionals Fail?

Seeking Alpha is the scene of a debate around the viability of the Efficient Market Hypothesis (EMH).  Before going very far into this topic, please keep in mind that we don't want this information to be scattered very far in the world of investing as we want active manager to keep throwing those $20 dollar bills on the ground so we as passive managers can come along a scoop them up for … [Read More...]

400 Level

QPP Projections for “Swensen Six” On March 15 of 2009

What was the Quantext Portfolio Planner (QPP) software projecting for the "Swensen Six" Portfolio back on March 15th of 2009?  I use the Swensen as an example portfolio since it is simple and it includes most of the basic asset classes we use with ITA portfolios.  In addition, March 15th was about the market bottom, so it is of interest to see what the projections were when we were all biting our … [Read More...]

Bullish Percent Indicators: Further Market Weakness Beginning To Appear

Bullish Percent Indicators (BPI) are Point and Figure graphs we use to view overall market movements from week to week.  Not only do these indicators provide general market movements based on percentage changes, but the actual values tell us if the market is under valued, fairly valued, or over valued.  The bull market is cooling off based on BPI values and this is why investors need to be paying … [Read More...]