100 Level

Goofus vs. Gallant

As a follow up to The Golden Rule of Investing, I am bringing this post forward so new readers of ITA Wealth Management will not miss it. This post drives home the importance of investing frequently and early. As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be … [Read More...]

Investment Book: Short Yet Essential

The Investment Answer Daniel C. Goldie and Gordon S. Murray have written a concise investment book of 80 pages that covers all the basic. What is unusual is that in this little book, Murray advocates a different (passive) investing style than the one he used to build his 25-year career. Here are a few references touting this book. Daily Finance PR Newswire Business … [Read More...]

300 Level

Euclid Portfolio Update: 27 August 2013

Yesterday I posted the Dashboard for the Euclid, one of three portfolios where all the detailed transactions are not available to Platinum members.  However, there is still a lot of useful information as I go through these updates.  This morning I will first look at the efficient frontier graph to see how well the Euclid assets are positioned with respect to the optimized portfolio recommended for … [Read More...]

Mosaic Portfolio Lookback – 31 March 2008

Moving from January of 2008 on to the end of the first quarter in 2008, what is the Mosaic Portfolio projecting?  The following QPP analysis continues to show strong returns and low volatility.  This gives rise to an above average Return/Uncertainty ratio of 0.66.  Remember that anything above 0.60 meets the desired target.  The diversification metric and portfolio … [Read More...]

200 Level

Beat The Market

How many times have you heard the phrase, "Beat The Market?" Over a year ago, Mark Hulbert wrote an article on this subject. Here is an important quote from the Hulbert article. If you don't know who Mark Hulbert is, Google his name and learn about his contributions to the field of investing. "Even that, however, underestimates the difficulties of beating an index fund. … [Read More...]

Asset Allocation: Medium-High Risk Portfolio

This is the fourth portfolio in this series of relative risk allocation plans based on the data table found in this blog entry.  Note how the projected return is rising, but so is the projected uncertainty.  Return and Risk are highly correlated.  It is difficult to find a combinations of tickers that will increase the projected return while driving down the projected standard … [Read More...]

400 Level

Retirement Target Return Revisited

Retirement Target Return Investors always have a goal for their portfolio, whether stated directly or indirectly.  For some it may be as simple as to not lose money.  For others it is to outperform a benchmark.  Exactly what is the Retirement Target Return (RTR) and how does it fit in with portfolio risk management?  RTR is one of the factors found in the Retirement Ratio (RR) … [Read More...]

New Feature: ETF Evaluation Model

ETFs Positioned to Buy The following data table is something new, although I did mention the possibility I would be putting together such an ETF evaluation.  In the following table I've combined a number of variables such as the 195-Day EMA and Chaikin Money Flow and quantized them into a percentage that you see in the right-hand column.  Platinum membership available for $5.00 per … [Read More...]