100 Level

Respighi’s “Pines of Rome”

While I recommended Ottorino Respighi's "Pines of Rome" back on August 29, 2010, it did not receive much attention at that time as it was a secondary selection.  This week I am making it my first selection, and as I wrote back in 2010, this is a must for any classical collection.  Here is one "Amazon" review that should further spark your interest in this piece of music. "Ever since Toscanini's … [Read More...]

Nine Essential Investing Suggestions

Suggestions for the Astute Investor Repetition is the mother of all learning. Whether you are a new ITA Wealth Management reader or a long-term follower, there are investing basic that just don't change, and here are a few. 1.  Follow "The Golden Rule of Investing" which is to save as much as you can as early as you can. Check out the Goofus vs. Gallant material. 2.  … [Read More...]

300 Level

Kenilworth Update

Kenilworth Review A few shares of VTV were added to the Kenilworth Portfolio this morning in order to begin the process of pulling that asset class into balance.  Very little cash is available and that is why we are buying shares in such low quantities.  Fortunately, we no longer need to worry about commissions if we select ETFs that are among the select group from TDAmeritrade. As … [Read More...]

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...]

200 Level

Retirement Mistake #5: Underestimating Life Expectancy

Not only are we living longer, but we are living healthier lives.  When planning for retirement, what age should one project as the end-of-life year?  When running out retirement projections using the Monte Carlo calculations within the Quantext Portfolio Planner software, I use 100 as the end-of-life year when testing the probability of running out of money.  There are many assumptions that go … [Read More...]

Baker’s Dozen Portfolio

Check out the Baker's Dozen portfolio using this link.  Learn how to improve portfolio return while reducing risk. There is also information on Dual Momentum investing over on the "new" ITA Wealth Management blog.   … [Read More...]

400 Level

Bullish Percent Indicator Update

In the Bullish Percent Indicator data table below, I want to draw your attention to several features.  1) Look at the latest data in the 06/01/12 row.  The left-hand number, 46.62, is the most important as that indicates the percent of stocks in the NYSE that are generating a bullish PnF graph. [Next time I will include the headers or titles in the screen shot.]  That percent … [Read More...]

Best Buy Asset Classes

Which asset classes provide the best probabilities for growth over the next six to twelve months.  One of two ways to answer this question is to examine the "Delta Factor" for the "Big Six" U.S. Equity asset classes plus domestic REITs, international REITs, developed international markets, emerging markets, and commodities.  Bonds do not inter into this analysis. In … [Read More...]