100 Level

“Sell In May And Go Away”

Seasonal Timing Strategy The admonition of "Sell in May and Go Away" or "Sell in May and Go Play" likely originated with Ned Davis of Ned Davis Research Inc., or Yale Hirsch of the Hirsch Organization.  This idea reoccurred as a tickler showed up on my computer calendar.  Upon receiving this notification, I immediately did a search for "Harding" of Sy … [Read More...]

Active Management: A Mistake

Much is written about active vs. passive management. Harold Evensky defines active management in his book, "Wealth Management" and I quote. "Active Management is the art and science of security selection based on a belief in a manager's ability to consistently and accurately evaluate current and/or future events better than other investors. The core philosophical basis is … [Read More...]

300 Level

QPP Analysis of Kenilworth

As a follow up to the update of the Kenilworth, below is a Quantext Portfolio Planner (QPP) analysis of the current holdings. When running a QPP analysis under the current market conditions, inflation is set at 4.0% and the S&P 500 is assumed to grow at 7.0% over the next six to twelve months.  An "ideal" portfolio will see the projected return exceed 8%, projected standard … [Read More...]

“Creme List” for 7 October 2011

Low Price/Book Stocks Below are six stocks that made the cut from over 10,000 companies.  This is a highly selective screen. Platinum membership is available for $5.00 per month.  Access to the "Creme List" is more than worth the membership cost. … [Read More...]

200 Level

Optimized Mosaic Portfolio

While the following portfolio is not exactly one of the eleven portfolios tracked here at ITA Wealth Management, there are many similar ingredients.  To create this portfolio I selected 26 ETFs that are frequently part of at least one ITA portfolio.  Familiar ETFs such as VTI, VEU, VWO, DVY, VTV, IWN, VOE, VOT, VNQ, RWX, etc. are among the 26 ETFs.  Nine (9) bond ETFs were in the group, but most … [Read More...]

Preparing for Retirement: Avoid the Dunning-Kruger Effect

A few days ago I came across an article on the psychology of investing over on the Portfolioist blog.  The article is written by Daniel R. Solin, author of "The Smartest Portfolio You'll Ever Own." Readers will recall that I analyzed some of the portfolios from the Solin book here on ITA Wealth Management.  When I read articles of how our brains can get in the way of … [Read More...]

400 Level

Examination Day For The Maxwell Portfolio

The sixth of the month is examination day for the Maxwell Portfolio.  While the market took quite a hit today, all the "critical" ETFs held above their 195-Day Exponential Moving Averages (EMAs).  Developed international markets (VEU) nearly succumbed to the down draft.  Here is the StockCharts graph for VEU at the market close on March 6th. Track portfolios using the ITA … [Read More...]

Reviewing RSI and PnF Technical Indicators

Checking RSI and PnF Graphs Periodically I'll go through the ETFs held in most of the ITA Wealth Management portfolios and give each a visual technical check.  This examination is nothing more than a quick performance look of the Relative Strength Indicator (RSI) and the Point and Figure (PnF) graphs.  In the two links I use VWO as the example ETF. … [Read More...]