100 Level

Schrodinger Portfolio Faces Off Against Similar DFA Asset Allocation

The Schrodinger Portfolio is our premier passively managed portfolio that has been operational since 12/01/2000.  Looking back over the past five years (6/29/2007 - 6/29/2012), how well has this portfolio performed when compared to a portfolio made up of DFA mutual funds with a similar asset allocation plan?  The results are rather stunning in favor of the Schrodinger. Schrodinger … [Read More...]

Active vs. Passive Investing: Part 7

Section Seven of the "Active vs. Passive Investing" article is sumarized the following paragraph. "Some indexers never claim passive investing gives superior returns. They claim only that active investors do better than the benchmark some of the time, and worse some of the time, while passive investing gets rid of that risk by equaling the benchmark every time. They admit some … [Read More...]

300 Level

Piotroski Screen of Stocks

One of the most successful stock screens from the American Association of Individual Investors (AAII) "Stock Investor Pro" software is the Piotroski Screen.  Piotroski begins with low Price/Book ratio, a fundamental reason why all ITA Wealth Management portfolios are skewed toward the value side of the investing spectrum.  Other factors that work into the Piotroski screen are … [Read More...]

TLH Spreadsheet: Why It Is Useful For Serious Investors

Platinum members new to ITA Wealth Management should not overlook the power of the TLH Spreadsheet.  Successful investing is all about portfolio planning, construction, and monitoring.  The TLH Spreadsheet is an aid in all three categories.  Here are several benefits investors derive when using this portfolio tracking spreadsheet. 1. Construction and ease of tracking Strategic Asset Allocation … [Read More...]

200 Level

Bohr Portfolio Update – 16 August 2011

August activity in the Bohr Portfolio includes purchases of RWX, VOE, and VEU.  All were small additions to bring the asset class percentages into closer alignment with the target goals.  Dividends for PG, BND and TIP provided a few dollars in cash.  Limit orders for DVY and VTV are in place to pull up Large-Cap Value, the one asset class that is under target.  Were I to use a … [Read More...]

Disadvantages of Passive (Index) Investing: Are There Any?

The arguments in favor of passive investing are far too compelling to completely ignore.  If there are any disadvantages, what are they? 1.  At one time the availability of passive or index funds were limited, particularly in certain asset classes.  Availability of index funds is no longer a problem as ITA readers know.  We can find an index ETF to fill every asset … [Read More...]

400 Level

Bullish Percent Indicators for Market and Sectors Through 10 August 2012

Most broad market and sectors improved or remained static this last week.  All the major markets listed in the following screen shot maintained offensive control of the ball. Platinum membership is available for $5.00 per month. … [Read More...]

Bullish Percent Indicators Show A Stronger Market

Regardless how one might perceive the market this past week, the Bullish Percent Indicators are telling us the overall market is stronger. Major indexes:  The S&P 500 turned the ball over to the offensive team.  More large-cap stocks are showing up with positive bullish point and figure graphs.  The only index not on the offensive is the NASDAQ 100.  Keep in mind that I am … [Read More...]